Quicken is an excellent choice in personal finance software, adding improvements or new features each year to meet evolving needs of new and current customers alike.
Accurate Account Balances
Quicken Deluxe organizes all the accounts you use for saving and spending, such as credit cards, cash, checking, loans and mortages. Quicken walks you through setting up your accounts so you can start tracking spending, budget and more right away. Enter transactions into Quicken account register yourself, or download transactions from most financial institutions. Reconciling account statements and balancing your checkbook with Quicken is a breeze, too. All of this helps to keep your account balances accurate and updated.
Detailed Budget Reports
Creating a budget in Quicken Deluxe is easy. Just assign monthly amounts to income and expense categories in the Quicken Budget set up, either entering month-to-month amounts or by designating an amount that will be the same each month if the monthly budget will not fluctuate. Use Quicken's categories or create your own, then once the budget is created and transaction are entered into your account registers, you can run reports to compare actual vs. budgeted spending.
More Quicken Reports
Other than the Budget Report, Quicken gives you personal finance reports such as:
- Itemized categories
- Spending by payees
- Income and expense by category
- Transaction and reconciliation reports
- Net worth report
- Tax reporting
Avoid Overdrafts
Quicken Deluxe always shows your account balances so you know if an account is getting low. And, Quicken lets you see into the future with daily forecasted account balances and projected income and expenses, and the difference between the two (accurately referred to as "What's Left"). These tools are available on the Quicken Home page, which is the first thing you see when you open Quicken.
Income Tax Planning Tools
Quicken Deluxe does not forget about budgeting for income taxes, and neither should you! Use the tax tools in Quicken Deluxe to get help with estimating how much you will owe for income taxes and to find out if you are having taxes withheld in the correct amount from your pay checks.
Make end of year tax reporting easier by using the Tax Line Item Assignment tool to assign tax line items to certain income and expense categories. Once you have tax line categories set up in Quicken, you can print out tax report and import your tax data into TurboTax tax preparation software.
Keep On Top of Your Finances
Now you know how Quicken Deluxe automates many personal finance tasks to make personal budgeting and managing your finances easier and more efficient. With simplified money management you will stay on top of your budget as well as your entire financial picture. Your bills will be paid on time, your savings will be built up and you will have never be surprised by an easily forgotten expense like the quarterly water bill or semi-annual insurance payment.
If you need to handle investments like IRAs, stocks and mutual funds, you should use Quicken Premier instead of Quicken Deluxe. You will find even more features than mentioned here packed into either Quicken version to help you with personal budgeting and money management.
Visit the Quicken Deluxe web page for more details. Quicken® and Quicken® box image are trademarks, trade dress and copyright Intuit Inc. All rights reserved.
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This Quicken Deluxe feature overview pertains to Quicken for U.S. customers. Quicken Deluxe for other countries may not include identical features.
