You can generate all kinds of reports to dive into your financial data. While these home tab sections provide a running at-a-glance look at your finances, you can dive deeper into any one by clicking in it or by selecting it from the clearly labeled tabs at the top of screen. If any categories are over budget, a warning icon appears alongside the overspent amount. Your total budget is then shown is a single bar graph in the bottom third of the home tab indicating what you’re spend and how much you have left. Once it’s complete, you can add or delete budget categories to your liking and change the suggested budget amounts. Quicken scans all your transactions based on your regularly occurring spending categories and produces a budget displayed as a series of bar graphs, each colored green or red to indicate if you’re under or over budget. You can also set up bill and income reminders, which will be listed here by date and amount.įinally, you’re prompted to create a budget. All this information is added to the Stay On Top of Monthly Bills section in the middle third of the Home tab, which displays your projected checking account balance over the next two weeks based on that activity. Next, you add your bills, either manually or by linking to online accounts, and your scheduled income. Quicken’s dashboard tracks your spending, bills, and budget in real time. By default, this section breaks out in a colorful graph your last 30 days of spending by category across all your accounts, though you can change these parameters in the settings. All this data is aggregated in the top third of the home tab in a section labeled See Where You’re Money Goes. Once you log in, Deluxe opens to the Home tab-essentially a real-time dashboard-where it walks you through a three-step set up.įirst you’ll link to your financial accounts and all your recent transactions for each will be downloaded to their own register. Quicken is desktop software, so whichever version you purchase, you’ll have to download and install it. For basic budgeting, we tried Quicken Deluxe, which is currently being offered for $29.99 a year-50 percent off the retail price. It currently comes in four versions for Windows that allow you to do everything from build a household budget to manage and maximize investments, depending on which one you get.

And though its supremacy has been challenged by a growing list of competitors, it remains one of the most full-featured. For years, Quicken was the leading personal finance program by far.

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