Average Ratings 2 Ratings
Average Ratings 5 Ratings
Description
Quickly view the totals across your various account types and easily access the balances of any account you're interested in examining. Monitor both your short-term and long-term financial changes by account type to evaluate your growth in cash reserves, investments, property value, and beyond. Gain a comprehensive overview of your income, expenses, and transactions all in one convenient location. With NerdWallet, you can understand exactly how much money you have and how it is being allocated. Uncover valuable insights that empower you to maximize your financial potential. Start by assessing the overall landscape of your finances, viewing all your accounts on a single screen, or delve deeper into specifics like your cash flow, expenditures, credit score, and net worth. Additionally, receive expert tips approved by NerdWallet to enhance your financial health. Explore strategies for continuous improvement, such as boosting your credit utilization or settling your bills ahead of time. Moreover, identify opportunities to fine-tune your spending habits and recognize when something seems amiss to maintain better financial stability.
Description
Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.
API Access
Has API
No
API Access
Has API
No
Integrations
BankTree
No
Bethpage Federal Credit Union
No
Checksoft Home & Business
No
Faithful Steward
No
GarageKeeper
No
HomeBank
No
Instant Check
No
Itemize
No
Lead Commerce
No
MuniBilling
No
Integrations
BankTree
Yes
Bethpage Federal Credit Union
Yes
Checksoft Home & Business
Yes
Faithful Steward
Yes
GarageKeeper
Yes
HomeBank
Yes
Instant Check
Yes
Itemize
Yes
Lead Commerce
Yes
MuniBilling
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$29.99 per year
Different plans and versions available depending on what you need
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
NerdWallet
Country
United States
Website
www.nerdwallet.com/l/nerdwallet-app
Vendor Details
Company Name
Quicken
Country
United States
Website
www.quicken.com
Product Features
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No