I’m excited that Quicken 2010 can analyze our portfolios’ asset allocation and estimate capital gains. Speaking of which, after you examined your spending habits, Quicken can help you create a workable budget based on the data collected.

I think if you are having difficulty keeping a spending journal, this can help a bit. As expected I eat out more than I thought for lunch, but the amounts are still within my budget. I found this tool surprisingly useful as you can quickly see the cash flow of your finances. Features I Enjoy With Quickenįinancial calendar. It was such a painless process and Quicken did a get job organizing most of the categories correctly for our transactions. I also went ahead and got our finances from ING Direct added easily. I just download from Wachovia my data and it was fine. I’d love for Wachovia to drop this charge. While I love having Quicken automatically grab my data, I had been burned by Wachovia with a fee for this privilege.

One concern for me was the direct download. It's 3 steps to see where your money is going with Quicken 2010. It’s nice touch for those who are time sensitive. I was able to immediately get started with the program.Īs you get started with the program, Quicken gives you estimates with how long it will take. It took a minute to fill out and it was done. Highlights tax-deductible business expensesīefore using the software, you are required to register with Intuit. Run Schedule C Reports to ease Tax Preparation Show changes in assets, liabilities and net worthĪuto categorization of Business or Personal Expenses Track cost basis and estimate capital gains to help minimize taxes Morningstar Ratings for mutual funds to help make informed decisions Investment Accounts, 401(k), IRA, 529, bank, credit cards, etc.Ĭreate Savings Plans for college, house or other purchasesĬonsolidate All investment accounts in one placeĬomprehensive investing, planning and savings tools Schedule recurring and upcoming bills to show impact to income Here is a chart to give an idea of the features each addition have. While I’m reviewing the Home and Business edition, there are other editions that may be a better fit for your finances. What are the features of different Quicken 2010 versions?

I think he made a good case for the switch. Matt Krantz recently looked at the Quicken 2010 from the perspective of a MS Money user. With Microsoft Money no longer an option, finding a program that can handle all of your finances is a big deal.

Quicken home and business reviews