Quicken

Ideal for My Solorpreneur Marketing Consulting Business

Commenti: I am very pleased with the ease of entering data into the system. It saves me the cost of having a bookkeeper. I am able to categorize expenses myself and take full advantage of knowing what i was buying for business and for personal life. I know it is saving my a lot on my taxes, as I have proof of my deductions versus just guessing. It used to take me days to prepare my docs for my CPA not it is in a matter of hours I have all the numbers she will need.

Aspetti positivi:

The best feature I like is the way you can split items on a receipt into their own categories. For example, I go to Walgreens and buy cosmetics, copy paper, thank you notes, and business head shot photo prints. I enter Walgreens for the Payee, then I assign / split where the expenses will go in my categories. Cosmetic - Personal Care, Copy Paper, thank you notes - Business: Office Supplies, Photo prints - Business: Photography. I make my tax reporting a breeze for my Schedule C line items. I also love generating reports on income and expenses. Great for planning or estimating funds for seasonal work loads.

Aspetti negativi:

It actually has more features than I want to use. For example - the investment section, I tried to use it - but to enter buy - sell information and dividends and details was way too time consuming for me. I just as soon get my reports from my brokerage firm.

Have used it for years, still liking it!

Commenti: Good, easy tool to track your money, some technical issues with downloading.

Aspetti positivi:

Quicken quickly and efficiently tracks all my spending, earning and investments, and I have been able to link most of my accounts so it does it automatically.

Aspetti negativi:

Not all accounts can be linked, especially not international ones. And occasionally it has brought in duplicate transactions which are a nightmare to reconcile.

Business & Rental Mgmt

Aspetti positivi:

It keeps up with my rental expenses as well as my business

Aspetti negativi:

It takes a while to figure out but customer service is helpful

Data loss after update

Commenti: Up until my purchase last year, Quicken served me well.

Aspetti positivi:

I have used Quicken for 20+ years for personal and business needs. After my 2006 Mac crashed, I bought a new 2022 MacBook Pro and installed the latest version of Quicken. I spent considerable time setting up accounts, bank imports and entering data for the year 2021, and for one reason or another did not enter any new data after tax day 2022. On opening the program today, I installed the most recent update, as one would usually do, after which, I discovered that all my newly entered financial data on this brand new laptop and newly installed program no longer existed. I praise the technical support team for at least attempting, but failing, to help me.The checkbook feature of Quicken for Mac 2007 that this awful program replaced was bullet proof and never failed me in the many years I had used it until the computer itself died. I do not trust that this couldn't happen again, so I am going to switch to a simpler checkbook accounting system that does not nickle and dime you with "membership" fees. Be warned that running their update could cost you.

Aspetti negativi:

That I lost precious data that technical support was unable to retrieve.

Quicken from a Person who is not techie

Commenti: - Quicken can help businesses track their income and expenses, so they can identify areas where they can save money. - Quicken can help businesses track investments and generate reports to help them make informed decisions. - Quicken can help businesses keep track of their customer invoices and payments, so they can accurately manage their cash flow. - Quicken can help businesses manage their payroll and taxes, so they can stay compliant with the law. Benefits- Quicken can help businesses save time by automating mundane tasks. - Quicken can help businesses reduce costs by streamlining their accounting processes. - Quicken can help businesses make more informed decisions by providing detailed financial reports and analysis. - Quicken can help businesses stay organized and efficient by providing access to all of their financial information in one place.

Aspetti positivi:

- Quicken is a comprehensive financial software package that can help users manage their finances in one place. - Quicken allows users to track their income and expenses, create budgets, and manage investments. - It also provides tools to track investments and create financial reports. - Quicken makes it easy to track and categorize spending, so users can identify potential areas of savings.

Aspetti negativi:

- Quicken can be expensive, and some of its features may be too complex for beginners. - Quicken may be difficult to use for those who are not familiar with computers or accounting software. - Quicken does not integrate with other accounting software, so users must manually enter data.