Quicken Online Review

Quicken Online is now absolutely free, joining the pantheon of free online personal finance management applications (we reviewed Mint recently too). Until Monday (October 13th), Quicken Online had a free trial offer month and then was $2.99 a month. With the recent competition, I’m not surprised that they made the service absolutely free.

I was able to shortcut the account sign up process because I used TurboTax in the past. If you were a previous Quicken Online or TurboTax customer (or any other online Intuit product customer), you can use your login to sign up for Quicken Online.

For the most part, it seems a lot like every other available personal finance management tool. You can pull in your account data automatically (It appears that Quicken uses the same security precautions as Mint, according to the information they provide on their privacy page) and categorize your purchases according to your needs.

Quicken Beam

Quicken Beam is a cool little feature that lets you check your account balances from your phone. I didn’t try it out but here’s the FAQ for it.

Why Quicken Online?

With little differentiation, why sign up for this service over the others? Brand name and cross compatibility with other Quicken products. With the brand name, you have some assurances that if there is a problem with security, you have some financial recourse. Many of the other management software companies are VC funded.

I don’t know how Quicken Online plugs into other services but it would be useful if it could do things like auto populate 1099-INT fields and any capital gains/losses into TurboTax. I’m sure something like that is coming in the future, if it’s not in there already, and that’s certainly a strong reason to use Quicken Online. Plus, it’s free!

Here are some other Quicken Online reviews:

comments Review: Beautiful Money Management Tool

Mint - Free Online Money Management ToolOverall, I was very impressed with both the feature set and beauty of While aesthetics isn’t the reason why you use a tool like Mint, having a smooth interface certain improves the user experience and I, for one, appreciated how responsive the site was. It makes heavy use of AJAX, which allows you to navigate the site while the back-end does its information gathering.

(Click to continue reading…)

 Personal Finance 

Quicken 2009 Coupons & Feature Recap

I picked up a copy of Quicken last year to help with our family’s personal finances and perhaps assist in the accounting of my fledgling little business. This year, Quicken has released yet another version update, Quicken 2009 is slated for a September 10th release, and offered some handsome discounts for those looking to upgrade or use the software for the first time.

Quicken 2009 New Features

I’ve read people talk about how they hated all these yearly updates because they offered little in upgrades. Well, in scouring the web for more information, I stumbled on this job posting in which Intuit, makers of Quicken, is “planning a major redesign of the product, and we are looking for a senior user interaction designer for 6-9 month.” Who knows what that means though.

There are additional portfolio planning features added, a whole new help system (with screens for each page), as well as adding more banks to its system. Quicken 2009 will now interface with over 6,000 institutions from banks to brokerages to PayPal.

Quicken 2009 Coupons Codes

 Personal Finance 

Quicken 2008 Home & Business vs. Quickbooks

Last night I had a flat tire and drove my donut-riding self over to Costco where they were able to plug the leak. (I love buying tires at Costco, especially now that they opened a store right by my house!) While they were fixing the leak, I had 45 minutes to kill and wandered around the warehouse. I meandered over to the tax section and picked up a copy of Quicken 2007 Home & Business. I’ve been meaning to get some sort of tax software package (Nickel raves about it and his 2304982039 years of data) and wasn’t sure if I should go with Quicken 2008 or Quickbooks. I decided I would read reviews, install the Quickbooks Simple Start trial and then install Quicken 2007 to do a real comparison.

My Needs

A lot of people have sworn by personal finance management software like Quicken but I had never tried it for myself. The main reason is because I didn’t want to spend money on software that would manage a process I already had a good handle on. Part of it was learning curve, part of it was me being cheap, but that all came to a head as I felt I needed some sort of accounting software for my side business.

Quickbooks Pro 2008


Quickbooks is powerful. If you run a business with inventories, invoices, and the full “light” nine – Quickbooks blows Quicken away. Quickbooks has great reporting features and some niceties that Quicken simply wasn’t designed for. For example, with Quickbooks you itemize all of your invoices and then all of your collections separately. If you perform work, you send out an invoice. When you receive a check, you record the collection (and this was just with their simplest package, Quickbooks Simple Start!). There are also a lot of great features behind the scenes such as the ability to export accounting versions and have that data sync back up after your accountant has worked with the books. Ultimately, Quickbooks is for the serious business owner looking to have a little more control over their books. If you’re a serious serious business owner, you probably want to outsource your accounting (who knows, I’m not at that level in terms of accounting complexity so I’m not a good person to rely on for that recommendation).

Quicken 2008 Deluxe


Quicken is a personal finance management application first and accounting package second, even with the “Business” label. For my business, which has few invoices, no inventory, and a simple accounting structure, it’s perfect. For our personal finances, it’s great in that it has integration with nearly ever bank, company, or brokerage we work with (I have yet to find one it doesn’t integrate with) so I no longer need to log into my accounts via the web, Quicken does it for me, downloads the data, and integrates it with all the other data.

Verdict: Quicken

With a simple business structure and a need for personal finance management, I felt that Quicken was the right version for me. It cost a mere $70 at Costco, which will be tax deductible, it was a discount compared to Amazon or Intuit.

I just published a list of Quicken 2009 discount codes that can save you some cash if you’re looking to get the newest edition.

Why Not Online Versions?

I know the online versions are secure and I know sites like are free, but I don’t like the idea of having my data stored elsewhere. (Mint doesn’t store anything, they leverage Yodlee, but the data is still floating around out there) Is this irrational? Perhaps, but I surrender little by leaving it locally on my hard drive.

I have yet to fully play with all the features Quicken provides but I hope to in the coming weeks (after the honeymoon). I know there are a lot of Quicken guru’s out there so please share any tips or hacks you may have (like this one by Nickel on how he manages his various CDs), thanks!

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