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QUiCken Iwantto v Why Quicken ~  Plans & pricing v Learn v Support v Signin v Get started

Why Quicken

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|QUiCken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v Get started
* Credait caros ~520.000 Te-a .
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Plan for the future Quicken grows with you
Get a detailed roadmap for your retirement. Run different scenarios, like buying Leverage built-in tools and calculators as your finances evolve. Dashboards and
new property or retiring early, to see how your plan changes. reports let you easily view a lifetime of data in one place.
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|QUiCken Iwantto v Why Quicken v Plans&pricingv  Learnv  Support v Signin v
< >
Fast, reliable and comprehensive. | Used Quicken for many years... | have Quicken allows me to reconcile
remember my dad working out our practically eliminated all paper when account statements quicker than |
family net worth once a year, and it comes to my finances as | use it to ever could using paper and pencil.
taking all day to do so. With Quicken, | pay my bills & track deposits,
know that every day, with no work on withdrawals, etc.
my part.
Jim Phil TIS
*Trustpilot *Trustpilot *Trustpilot
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QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v
Wh U Automation. Insights. Ease. Get a full
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|QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v
Four ways Quicken improves how you manage your money
More accuracy. Less work. Get valuable insights
Connect all your accounts to download and categorize your transactions Choose from over 30 built-in, customizable reports and "what-if" tools to analyze
automatically, and see them all in one complete dashboard. your data so you can make more informed financial decisions.
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Editing holding

appName: Quicken

appCategory: Finance

appTagline: Personal & business finances

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

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Edit holding X
Choose account
IRA v
Company name
GOOGL - Alphabet CI A
Shares quantity Price per share
10 X $142.38
Total Value
$1.423.80
|Edit holding X
Choose account
IRA v
Company name
GOOGL - Alphabet CI A
Shares quantity Price per share
20 X $142.38
Total Value
$2,847.60
|Investments
B Portfolio Balances Performance Transactions
$2
< Alphabet CI A :
. #  Edit
IRA v @  Delete

B
® Your holdings Breakdown by account
B Shares

10
A @ IRA - $1.423.80

Market value Today's Change 10 shares

$1,423.80 $12.20 (+0.86%)

Market stats Updated Feb 03, 2024 - 5:00 AM GMT-5 C Related news coooL >
C

GOOGL Price C3 CNBC-2h

= ours
& $14238 CNBC Daily Open: A scorching start for
@ $1.22 (+0.86%) Today U.S. jobs growth
GOOGL Commodities

Q Open Day range 52 week range

$139.26 $136.50 - $142.62 $88.57 - $153.78 &4 CNBG - 8 hours
fe CNBC Daily Open: U.S. jobs growth kicked

Market Cap Volume Div yield P/E off with a bang

$1.78T 62.50M 0.00% 24.34 GOOGL  Commodities
|Investments
= Portfolio Balances Performance Transactions
$2
IRA v
=
Market value @ Today's change
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= $5850.05 -$6.65 (-0.1135%)
Quotes updated Feb 03, 2024 - 8:00 AM GMT+8 C
®
4 :
Holdings Related news >
A
[/ Marketwatch - 1hour
1 [
Symbol Name 1 Shares Price Value 1Day $ 1Day % Nokia Signs 56 Patent Deal
With China's Vivo, Ending
GOOGL Alphabet .. 20 $142.38  $2,847.60 +$24.40 +0.86% Dispute
AAPL
AAPL Apple Inc 5 $185.85 $929.25 -$5.05 -0.54%
[/ Bloomberg - 2 hours
C GMED Globus Me... 40 $51.83  $2,073.20 -$26.00 1.24% (‘ Listen: US-Iran Escalation,
) Fed Rates, More
@ AAPL  Commodities
® % CNBC - 2 hours
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Q scorching start for U.S. jobs
growth
|Investments
B Portfolio Balances Performance Transactions
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< Alphabet CI A :
IRA v
B
® Your holdings Breakdown by account
B Shares
10
A @ IRA - $1.423.80
Market value Today's Change 10 shares
$1,423.80 $12.20 (+0.86%)
Market stats Updated Feb 03, 2024 - 5:00 AM GMT+8 C Related news coooL >
C
GOOGL Price C3 CNBC-2h
= ours
& $14238 CNBC Daily Open: A scorching start for
@ $1.22 (+0.86%) Today U.S. jobs growth
GOOGL Commodities
Q Open Day range 52 week range
$139.26 $136.50 - $142.62 $88.57 - $153.78 &4 CNBG - 8 hours
fe CNBC Daily Open: U.S. jobs growth kicked
Market Cap Volume Div yield P/E off with a bang
$1.78T 62.50M 0.00% 24.34 GOOGL  Commodities


Quicken Classic

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QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v Get started
Build your wealth with best-in-class investing tools & extraordinary customization.
Quicken Classic Deluxe —
plus more!
Dashboard Main View
Get everything that comes with Quicken
Classic Deluxe — create multiple budgets, Top Spending $3,728 : Top Payees
manage & reduce debt, plan for the future, pst30dars 1 Last 30 days | -
reconcile to the penny, and ... I Home 5964 o Gae ot
| Marshal Rd Loan $859
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100% [ Utilities (Rental) $600
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| Repairs (Rental) $350 Housewares
| Others $555 Gas Station
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in tax reports Last 6 months | ~ AsofMar8 | ~
$10K Amazon
AMZ
$8K
$6K Microsoft
MSFT
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’ Sep 22 Oct 22 Nov 22 Dec 22 Jan 23 Feb 23 Google Inc.
. I Total Income: $0 I Total Expenses: $30.293 GGL
Reconcile to the penny
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Compare plans
Quicken Simplifi
Quicken Classic - . & m
g@ b Lunch @
Premier -:‘_‘ 4
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P © Average 5115
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© Fitness $467 }&Jw
© Utilities $467
7.5
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Quicken Simplifi
Quicken Classic + { p m
b ®
; ] Lunch
Your money. !!!!r
Your goals. Y WL
Lo il ® Average 5115
ou r Wa o hal
o ¥ ) BN Zo
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Top spending Last 30 Days )
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F|nd YOUF plan ® Groceries $804 @
© Fitness $467 z~ il
© Utilities $467
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QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v Get started
L d Built for hands-on, data-driven decision-makers,
u Ic en aSSIc Quicken Classic Premier helps you plan every
P [ ] move.
Get started
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Starting at $7.99/month Billed annually
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QUiCken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v Get started
Keep my data on my s .
computer only, not on the Stay on track with budget :ﬁglo;: in-depth portfolio
cloud Y

. . v Best-in-class investing tools
Q Quicken Premier
& Mac 5B Windows ¥ Built-in tax reports

¥ Reconcile to the penny

¥ Track & pay bills in Quicken

v Set budgets, manage debt, create a

retirement plan
7.99
/month
Get started Learn more
Billed annually.
R AFE 29 & 2 g o I
|QUiCken Iwantto v Why Quicken v Plans&pricingv  Learnv  Support v Signin v Get started
| want to
Save more toward goals Get built-in tax reports Q%t:r?gtc()esg?glf;nances
Keep my data on my . .
computer only, not on the Stay on track with budget :ﬁ:lo;l!: in-depth portfolio
cloud Y
N: Best Overall Personal Finance Software PC Magazine
. . g ¥ Save more money
Q Quicken Simplifi
8 Mobile ® Web app . Always know what you have left to spend or
save
v Getinsights with real time alerts & reports
v Customize your transactions
3.99
/month
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|QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v Get started
| want to
@ Save more toward goals ° |E| Get built-in tax reports ° ¢¢ Q%?rr:gfsg?glgnances
Keep my data on my . .
Q computer only, not on the @ Stay on track with budget L’ :ﬁg%g’ in-depth portfolio
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v Track & pay bills in Quicken
 Set budgets, manage debt, create a
retirement plan @
=999
|QUiCken Iwantto v Why Quicken v Plans&pricingv  Learnv  Support v Signin v Get started

Fre u e ntl What makes Quicken better than other personal
finance apps?

as ked Quicken has been trusted for over 40 years by 20+ million
customers. With Quicken, you get a financial partner, for life —

) with everything you need, and the customization you want, all in
u estl o ns one place. The depth and breadth of our features lead the

industry. Many customers start out simply tracking their
spending and end up creating intricately personalized
investment systems to grow their net worth into the millions.
What are the differences between Quicken Simplifi "
and Quicken Classic?
What do | get with my Quicken subscription? +
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Quicken Simplifi
Quicken Classic + { p m
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Your money. !!!!r
Your goals. Y WL
Lo il ® Average 5115
ou r Wa o hal
o ¥ ) BN Zo
y 1 i
Simplify your finances and take 7 ; i e
action with confidence. ) . \
Top spending Last 30 Days )
$2,65 "}; 1L %
. | i :t‘g S A
F|nd YOUF plan ® Groceries $804 @
© Fitness $467 z~ il
© Utilities $467
L)
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L4
®
; ] Lunch
Your money. !!!!r
Your goals. Y WL
Lo il ® Average 5115
our Wa o hal
. i1 o
Simplify your finances and take 3 ; i s
action with confidence. ) . \
Top spending Last 30 Days )
5 L1 /
. W\ e
Flnd your plan ® Groceries $804 %
© Fitness $467 };{M
© Utilities $467
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[ PO RSy — :
Find the right pl e |
a [E—r— -
you. 11
$8,462.75 ' fone
Start taking control of your finances. - -
Try for 30 days with our money-back B — o
guarantee. ——— 008 B -
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Find your plan oy Mo ‘ o esnce
Starting at $3.99/month ‘ Top Spending
|H < . .o . . .
QL"Cken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v Get started
v Track & pay bills Track bills Track & pay bills
v Manage your debt Set goals & track debt Debt reduction tool*
v Manage & grow investments Performance tracking Investment optimization
v Plan for the future Projected balances & cash flow What-if, Lifetime Planner
v Make tax time easy Tag tax-related transactions Built-in tax reports
v Reconcile your accounts Mark transactions as "reviewed" Compare vs bank statements
Share your finances with partner Share with partner or advisor N/A
Free customer support Free phone & chat Premium phone & chat
$3.99/month $7.99/month
Get started Get started
Billed annually Billed annually
v 1 All Platforms
®@: Web app
O : Mobile App
55 Windows
&: Mac
$ : Add-On. Starting at $9.95/mo @
|QUiCken Iwantto v Why Quicken v Plans & pricing v Learnv  Support v Signin v Get started
They're all comprehensive.
Pl: Editor's Choice
Quicken Simpilifi Quicken Classic PREVIER
$3.99/month $7.99/month
Get started Get started
Pick any two to compare Compare to M
Powerfully simple Feature-full
Best for most people Best for investments & taxes
Platform Web & mobile app Windows & Mac desktop
v Save more Custom savings goals Custom savings goals*
|QUiCken Iwantto v Why Quicken v Plans &pricing v Learn v Support v Signin v Get started
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See all your finances Save more Stay on budget
<« v Automatic (or manual) download v Track savings over time v 12-month budget N
v Checking, savings, credit cards v Uncover more ways to save money v Get budget suggestions
v Investments (including crypto) ~ See where you're over/under budget
v Partnerships
v 401(Kk), IRA, retirement
+~ Educational, custodial, 529s
v~ Assets (e.g. home), debt
v Net worth over time
|QUiCken Iwantto v Why Quicken v Plans & pricing v Learnv  Support v Signin v
Best Budgeting App
Quicken Simpilifi Quicken Classic PREMIER
$3.99/month $7.99/month
Get started Get started
Pick any two to compare Compare to M
Powerfully simple Feature-full
Best for most people Best for investments & taxes
Platform Web & mobile app Windows & Mac desktop
v Save more Custom savings goals Custom savings goals*
~ Stay on budget Based on your income & bills Traditional & category-based
Auto-generated spending plan v
Traditional, category-based v
Know what's left to spend/save v
Ignore select transactions v


Editing a transaction date

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screenKeywords:
Net Worth $9.666.49
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Savings Goals $758.00 WISE Dec 23, 2023 Contractor Home Imp... 1100.00
= Available Balance $8,908.49
IB« WISE Dec 21, 2023 Pub Crawl Bars 64.00
- Assets $0.00
® WISE Dec 17, 2023 Landlord Rent 980.00
v Real Estate $0.00
WISE Dec 15, 2023 Income Personal |I... +4,500.00
a4 REITs $0.00
WISE Dec 14, 2023 Out & About Entertain... 36.00
A Investments
+ Investment account WISE Dec 5, 2023 Trivia Night Entertain.. 10.00
Liabilities « November 2023
+ Liability account .
WISE * [ NovM, 2023 Emplovment Personal « +4,000.00 :
* October 2023 January 2024 ~ < >
WISE Oct 15, M T w T F S S 850.00
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® WISE Julg,: 1B o819 20 21 250.00
a « March 2023 22 23 24 25 26 27 28
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v Real Estate $0.00
WISE Dec 21, 2023 Pub Crawl Bars 64.00
a4 REITs $0.00
WISE Dec 17, 2023 Landlord Rent 980.00
A Investments
+ Investment account WISE Dec 15, 2023 Income Personal |I... +4,500.00
Liabilities WISE Dec 14, 2023 Out & About Entertain... 36.00
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WISE Oct 15, 2023 Landlord Rent 850.00
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= Available Balance $8,908.49
IB« WISE Dec 21, 2023 Pub Crawl Bars 64.00
- Assets $0.00
® WISE Dec 17, 2023 Landlord Rent 980.00
v Real Estate $0.00
WISE Dec 15, 2023 Income Personal |I... +4,500.00
a4 REITs $0.00
WISE Dec 14, 2023 Out & About Entertain... 36.00
A Investments
+ Investment account WISE Dec 5, 2023 Trivia Night Entertain.. 10.00
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@ WISE Jul 16, 2023 Landlord Rent 850.00
@ WISE Jul 8, 2023 Fancy Bar Out Bars 250.00
Q « March 2023
WISE Mar 12, 2023 Starbucks Uncatego.. Vacation 15.00
|Net Worth $9.666.49
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- Assets $0.00
® WISE Dec 17, 2023 Landlord Rent 980.00
v Real Estate $0.00
WISE Dec 15, 2023 Income Personal |I... +4,500.00
a4 REITs $0.00
WISE Dec 14, 2023 Out & About Entertain... 36.00
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Adding a holding

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Net Worth -$1,342.83
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WISE [ Febb5,2024 Potato Corner --- Split -.. Groceri... 0] 4.70
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Q WISE Jan 20, 2024 Fancy Dinner... Uncatego.. Birthday 64.20
8 WISE Jan 20, 2024 Splenda Bud... Uncatego.. Birthday +500.00


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Shore up your savings with e Should you pull first from your 401(k) or your Roth IRA?
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How much will you need to
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What else impacts your
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Creating a category

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Spending plan

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Spending Plan February 2024 >
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Editing address

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Quicken Jon (Sign Out)
Welcome to your Account, Jon.
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|My Account Overview Quicken Support
(650) 250-1900
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Watchlist detail

screenKeywords:
Spending Watchlist

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February 2024 @ Total $629.00

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WISE Feb 5, 2024 Fancy Dinner Place Bars 194.00
® WISE Feb 1, 2024 Stickies Bars 15.00
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B @ My name is Danielle, I'm from WA State. I'm trying quicken because I've been affiliating Leaders this month
Activity with a few different companies, and | see this ones preview a lot but I've never really been Congrats to our most Active Monthly Users!
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Welcome to the Community! Announcements Updates From the Product Known Product Issues Current Online Banking
Feel free to introduce yourself We'll post announcements Team If there's an emerging issue with Issues
and post any questions or regarding Simplifi and the Here, you'll find Release Notes, Simplifi, we'll post an alert here. Here, you'll find all of the known
feedback regarding the... Community here. new features, newly added banks, Note: Community Alerts are for... issues related to Online Banking
and other updates from our... and Simplifi. Note: Community...
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Recent Discussions @ Marcus by Goldman Sachs FDP-102 Error (edited) N Leatlors this month
Repeatedly receiving this error. Attempted to reset connection with same result.
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Y Online Banking ' 243 views 18 comments 0 point Started by justlen Most recent by Blackbird Congrats to our most Active Monthly Users!