Quicken Deluxe now includes a setup bar on the right side of the screen that walks new users through the steps of preparing the software for use. Mint and other competitors work similarly. You usually just supply the username and password that you use to log in to these online accounts, though sometimes there are additional security requirements. There you can choose from options related to program functions like navigation, the register display, and downloaded transactions.Īnother crucial part of the set up is connecting your online accounts if you want Quicken to import cleared transactions from your financial institutions. Open the Edit menu in the Windows toolbar and select Preferences. Quicken Deluxe comes ready to use, but you need to do a few setup chores to make it work the way you want. Quicken Home & Business lets you track business and tax data it also supports invoicing and some rental property management. Quicken Premier offers more sophisticated investment tracking. The version we tested, Quicken Deluxe, also tracks loans, investments, and retirement accounts. Quicken Starter is best if you just want to connect to your financial accounts and track income and expenses, monthly budgets, bills, reports, calendars, and alerts.

You can track your income and expenses, create budgets, and run reports in every version.

Quicken Home & Business for $119.88 per yearĮvery version lets you download transactions from financial institutions (for checking accounts, credit cards, and so on) to give you a comprehensive view of your finances through a variety of lenses.

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