Opiniones de Quicken

Una buena solución para las finanzas personales

Comentarios: Permite importar automáticamente las transacciones tanto de cuentas bancarias como de tarjetas de crédito e incluso efectivo (cash) y mantener los registros financieros actualizados sin tener que ingresar manualmente la información. Es una herramienta de uso diario que facilita el control de los gastos y los tiempos y montos de cuentas por pagar.

Puntos a favor:

Permite la administración centralizada de todas las finanzas personales: cuentas bancarias, tarjetas de crédito, inversiones, préstamos, hipotecas, entre otros, además se puede colocar una categoría para cada gasto de tal forma que a fin de mes tenemos un panorama amplio de todas las transacciones y en qué se invirtieron o gastaron.

Contras:

Es un software de pago anual, si se deja de pagar se pierde la conexión con las cuentas de los bancos. Requiere actualizaciones periódicas por lo que puede dejar de funcionar en algunos sistemas.

Ideal for My Solorpreneur Marketing Consulting Business

Comentarios: 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.

Puntos a favor:

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.

Contras:

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!

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

Puntos a favor:

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.

Contras:

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

May Not Be Easy For A Typical User

Comentarios: I have used Quicken for over five years and I have like using it, however, I have recently been shopping around for other options that allow me to take my finances online. I have seen Quicken has an online option now and I will be considering that when making the switch.

Puntos a favor:

You are able to setup Quicken to sync transactions with your various bank and financial institutions. If you have the skills and proper data entered, you are able to run reports with valuable information.

Contras:

Quicken isn't always user friendly. I'm an accountant who has worked with many financial software, so I can work my way through it, but it isn't always user friendly. I also do not love how Quicken treats transfers between accounts as income and expense.

Issues with credit card statements

Comentarios: I had high expectations because it seemed easy to use and price was convenient. Until I started having issues downloading credit card statements.

Puntos a favor:

Pricing was convenient for a small business.

Contras:

Not easy to download credit card statements.

Quicken is great for small businesses

Comentarios: I have been using quicken for years and its been easy and user friendly.

Puntos a favor:

Easy to download transactions. Specialized report save fuction. Cloud sync to view on other devices.

Contras:

Every once in a while it auto catorgories something worong.

quicken is inexpensive but has errors

Comentarios: I liked the price and the short learning curve to get up and running. I liked the flexible reporting available. There was a lot of trouble importing transactions which is why I stopped using it. It wouldn't import automatically and I had to download from the bank and Paypal and then upload.

Puntos a favor:

I liked the price and the short learning curve to get up and running. I liked the flexible reporting available.

Contras:

There was a lot of trouble importing transactions which is why I stopped using it. It wouldn't import automatically and I had to download from the bank and Paypal and then upload.

Poor Customer service

Comentarios: I have used Quicken for more than 10 years. In the past few years, the Quality of the updates has been poor and the price has gone up. Customer service has declined in Boise office. Guatemala service is better but still language problem. Do not start with Quicken Home and Business!
Letter to the current [sensitive content hidden] of Quicken
I have contacted Quicken, according to your records at least 6 times this year 2024. I have been a customer for at least a dozen years.
The problem was finally resolved today 3/11/2024. It was related to files that go back in time and or the size of the file. I cannot imagine it is the size nor the date, it just does not make sense to me. However today, thanks to a person in Guatemala it was resolved after approx 2 hrs.
I really am upset that after speaking with a person in Boise last week for almost 2 hrs (#10890242) I was told it was an issue with my computer. I believed him, because I had spoken with numerous to Quicken support on that issue and the renaming error issue.
I have spoken with [sensitive content hidden] at your Boise office and they have extended my subscription for 6 mos.That is the best they can do for me! [sensitive content hidden], did confirm when looking at the notes I was told by the agent. That it was a problem with my computer blocking and I should take it in and get it checked. I did take it in!
But going back to the issue of my time and not correct advice, I spent $175.00 to have my computer checked, I was told by your employee that was the issue. It was not, according to [sensitive content hidden], the correct procedure was to escalate the problem. That was not done according to the notes, case #10890242. If it would have been escalated, I would not have incurred the expense. I still would have 15 or 20 hours of my time.
I have to keep Quicken to run the rental properties I own. I need the data in case I am audited. So I would have to switch to another program or continue with Quicken. I would prefer to stay as switching would require substantial time and effort for a 74 year old person.
My time and for that part yours, on the support time is probably 15 hours or more. That does not include my hold time or the issue that I now have to add back all the passwords to the institutions and double check to make sure there are no issues.

If you do not think that is fair, then I will have no choice but to continue with Quicken. But I will let other users know of my difficulties when they choose companies like yourself.
I do hope this note will help you in the future, as far as training and obvious flaws in the computer program.
I have run many companies including a number of my own. It is not the money, it is my time! I also always wanted feedback from my customers to help me improve my companies and our services. I am sure you also want that for your many companies.

Puntos a favor:

Was easy now difficult especially after updates

Contras:

The value has gone out the window, I think this happened when they were bought

Versatile and Powerful Personal Finance Management Software

Comentarios: I use Quicken for both personal and business purposes and find that it has a broad use of categories and accounts to handle both. I have been using Quicken since its inception 40+ years ago and find it useful on a daily basis as well as monthly and tax related reports.

Puntos a favor:

Quicken is a versatile personal finance application that covers something as simple as checking and savings account record keeping to more complex accounts such as credit card, investment and mortgage accounts. It can generate reports and graphs to provide a complete picture of one's personal finances.

Contras:

To the best of my knowledge Quicken is only available on a subscription basis. In the past one could purchase upgrades as they were released or wait a year to purchase when more features were available.

The Gold Standard for Personal Financial management

Comentarios: I've been using Quicken since the late 1980's. It has always been the gold standard for personal financial software, and I don't believe it has any real competition. Quicken integrates well with major financial institutions, and when I combine it with TurboTax, it makes filing my taxes easy and reliable. The product is constantly being upgraded and improved. I can't imagine keeping up with my household finances, retirement savings, and tax records without it.

Puntos a favor:

My favorite feature is the ability to connect and download transactions from banks, brokerages, and credit cards. These updates make it so easy to keep up with my personal finances.

Contras:

The program is so robust that it can be a little complicated sometimes. But the truth is, that is a strength that is worth the time to learn to use.

Expensive

Comentarios: I have been using Quicken since the DOS days. I never had any problems until the new owners took over. The program has been very glitchy ever since. Since this is the only program out there that is not overkill for my small church, I am forced to use it.

Puntos a favor:

The financial reports I can generate is very flexible.

Contras:

The program is becoming very expensive to use. There are glitches with some of the updates which messes up the check register. Many problems with connecting with my Wells Fargo accounts.

Its all about the profits now......

Comentarios: Although I am sounding as though I am resistant to forwarding technology, I am not. There are just certain things that I feel should be more protected and so far, technology has failed to prevent hackers and identity thieves from accessing peoples information due to companies insistence in having our information all over the internet and web. There was nothing wrong with the old QUICKEN but greed is no playing a part in the new QUICKEN that separated from INTUIT.

Puntos a favor:

I loved it when it was an actual software that could be purchased and had no yearly subscription fee. Prior to them separating from Intuit, this was my software of choice. Ease of use and the ability to choose to have your information inaccessible to internet hackers and not out there for anyone to see.

Contras:

2007 saw the end of exceptional quality. Went from a software that you can purchase and utilize without having to pay a yearly subscription to a for profit only software with yearly subscription in 2017-2018 update. Now if you want to use this software you have to pay for it yearly. 2007 utilized an update that caused major issues with previous versions. The font became too large to fit in the windows that popped up, the reconciliation failed to work properly, did not give accurate numbers.(Quicken blamed this on the PC Operating system....Funny, no other software on my PC had these issues). They refused to fix the issues they created and then came out with a new update that once you applied the update, 2017-2018, you had to start paying yearly or live with the issues that were created by the previous update. I now have fuzzy font, like old school DOS systems, and a yearly subscription for more bells and whistles that I will ever utilize. Not everyone wants to use mobile access and expose themselves to more and more risk of hackers to steal information.

User since the 1990's

Comentarios: Since late 2022 it has been horrible.

Puntos a favor:

I have always liked how easy it was to learn and use Quicken. Getting started is easy.

Contras:

In the last year Quicken changed their product so it only works on one computer. I have used Quicken for over a decade with OneDrive as the main storage for the database and more recently my own personal server. This made using Quicken essential for travel between my office, my home and on my laptop during travel outside the country or on family vacation.Quicken no longer allows this type of functionality and only allows you to store the main database on a local 'C' drive. Yes, you can copy and paste the database onto another computer (if you remember to do so before leaving), but then you need to re-sign into all your financial institutions. Unfortunately, the product is no longer business friendly and has rolled back to twentieth century technology when people only had one computer to use.Why programmers made this horrible decision is beyond me since almost everything has moved to cloud based programming or allows you to store and use a database from an online storage platform.

Serious improvement is only possible with serious measurement

Comentarios: These days we all have multiple accounts: checking, savings, investing, real estate, retirement, etc. All these accounts are necessary in today's world, however, keeping track of them all is a serious problem. Quicken is a tool that will bring all of these accounts into a single dashboard and help you stay on top of all the changes. While Quicken is an older piece of software and will probably never see a full rewrite to make it more modern, it is the only option for serious personal finance and it works well enough to get the job done.

Puntos a favor:

It allows me to stay on top of my finances by downloading transactions from all my accounts into a single dashboard. It allows me to answer any question I have about my finances.

Contras:

It is slow! Simple tasks like reconciling an account can be aggravating as the hourglass icon comes up way more often then it should for a simple task. I have run this on a modern Intel Core i7 processor and it is still a dog. You definitely need to be patient with this software.

Amazing -cheap- accounting software

Comentarios: Great experience.

Puntos a favor:

The software has a solid UI so it is easy to see where your money goes. Easy to use and practical. Great for small to medium businesses because it is not very expensive and has many features.

Contras:

The interface can look a bit outdated to some, but al the information you need is there. In 1 place. Very convenient.

Have used for many years and with every upgrade keeps getting more bugs

Comentarios: Works well for personal finances - checking, savings, credit cards

Puntos a favor:

Easy to learn, set up account. Can also use the software for my other businesses and personal stuff. Lots of ways to run reports that are useful. Nice to be able to download transactions from my bank and credit card accounts.

Contras:

End of year tax schedules have bugs, Income reminders for rent payments do not show up correctly, Support is through a forum and they mainly tell you to run a file validation and that's it, Option to "Link a bill reminder to an online account" has never worked, New Zillow feature to asses value of property does not work. The only way I got good support was to pay another dollar for premium support and spent hours on the phone with a tech as he had me restore old backups trying to find a file that didn't cause the error... We never did find one that didn't cause the error. I am limping along with how it is working and currently looking for other software for my rental properties.

USe it daily and have since the early 1990,s

Puntos a favor:

Puts all your finances in one place, updates all accounts with minimal keystrokes rather than having to go to each website yourself (Saving lots of time) works like an on-screen checkbook. See your net worth accounts and liabilities in one place. Navigation is easy as a click of the mouse.

Contras:

Intuit, the author, recently sold Quicken to an Investment Group. When Microsoft dropped MS Money, Quicken became the Monopoly in the market. Now the new company made some changes and icons are different, some screens have pop-up windows that don't work right, and the internet is full of complaints from long time users. Most of the glitches I found are minor, but changes were made so that everyone had to renew in-order to be able to access all your accounts online with Quicken, a strategy they may use to continually force upgrades and fees! Watch for this. This is what happens when someone sees a chance to capitalize on a monopoly!

Great Personal Bookkeeping Software

Comentarios: I really love using Quicken. I would definitely recommend it for use for personal bookkeeping.

Puntos a favor:

Quicken is very, very easy to use. It is great for bookkeeping for personal accounts. The basic Quicken does not track debt and investments, so if you want to do that you have to upgrade to the more expensive one.

Contras:

This software cannot really be used for business use. Also, I used to be able to buy the CD and install it on my computer and use it for 3 or 4 years. Now you have to pay a yearly fee to use the software. Also, when I bought the CD I could keep up with my loans and investments. Now you have to pay quite a bit more to do that.

Data loss after update

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

Puntos a favor:

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.

Contras:

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

Business malpractice

Comentarios: poor

Puntos a favor:

Able to keep tax records weekly for my small business.

Contras:

Quicken arbitrarily changed the rules after purchasing this software. I have used this software for 8 years and purchased the program in 2016. After purchasing a new computer this week, and being unable to transfer my program to it, I was told I had to now pay for a yearly subscription of $60/year. Initially, I was given the option of purchase vs subscription and chose purchase. I now am told I have to pay for subscription yearly. If I had known this at the intial purchase time, I would have chosen another software or set up my own on excell. This is poor business practice by this company and I would never recommend them to anyone. I was never notified of any changes with my initial purchase. This would be considered malpractice by most other businesses. They should honor past agreements.

Just works

Comentarios: Works and just is what I need for my small business.

Puntos a favor:

I have been using quickens for a very long time, it works for my needs. I run a simple company and do not use many of the features that are provided. The one feature that I do like the most is being able to download from the bank to the program to make sure I have the correct balance. However, when you send out a check sometimes via the bank check program it may post twice when written then when cashed. Just something to keep in mind. It also works for when I need to start and complete my taxes.

Contras:

When you send out a check sometimes via the bank check program it may post twice when written then when cashed.

Quicken is Easy

Comentarios: Print checks, reconciling bank accounts

Puntos a favor:

Very easy to use and train new employees on its use.

Contras:

All the different upgrades and customer support.

Mostly good/ some annoyances

Puntos a favor:

Links your bank account. Does recurring invoices Can file your taxes Payroll Can set up automatic payment for customers.

Contras:

Can link two recurring invoices for a customer. Ex. The regular monthly invoice then when the semi annual invoice needs to be billed it doesn’t link so I have to print two invoices. Also, when I print all the invoices it doesn’t print each person’s invoice right after the other. So I end up searching for that second invoice. It’s a mess. It sounds so confusing to read what I wrote. But basically sometimes I end up sending two separate envelopes on the same month for one customer because when it needs to be printed it doesn’t organize then invoices per customer.

Quicken 2018 release is the worst software ever!

Comentarios: Someone had best get control of the QA of the software. I would really hate to see this product die after all these years.

Puntos a favor:

It used to be easy to use and very helpful. It can track your personal bills as well as track rental expenses.

Contras:

Extremely buggy. Features that used to work are broken or just removed entirely. There used to be a cool interface showing what bills were coming up - that's been removed and replaced with a simple list. Linking to bill accounts just blows up the whole program and it crashes. Some of the totals don't appear to update when you make changes. All of this, and they've changed to a subscription model, so you can still pay full price, but just receive a year's worth of buggy mess.

Unable to purchase in Canada - Postal Code issue

Comentarios: If Quicken can't get something as simple as postal code v/s zip code correct when a new customer is trying to purchase, how can I trust them with my banking information?

Puntos a favor:

Customer service was prompt and really tried to help me with my purchasing issue.

Contras:

It is impossible to purchase this product in Canada. I spent well over an hour (~50min with customer service - both through chat and a personal phone call) trying to purchase. Every solution lead me back to the issue that when I tried to submit my order, the purchasing page forced me to enter a zip code, with no option for a postal code. I created an account with my Canadian address, downloaded the software, cleared my cache and cookies, restarted my computer, worked with [SENSITIVE CONTENT] from customer support to approach the purchasing page from various links and browsers, nothing would allow me to purchase the software. If Quicken can't get something as simple as postal code v/s zip code correct when a new customer is trying to purchase, how can I trust them with my banking information?