Quicken Business & Personal product review: What to know

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Quicken Business & Personal product review: What to know

TL;DR

  • Quicken Business & Personal combines personal and business finance tracking in one interface.
  • Features include invoicing, profit-and-loss statements, cash-flow reports, and tax summaries.
  • Mileage tracking is integrated for calculating deductible business mileage.
  • Receipt uploads and customizable expense categorization help with organization.
  • Personal finance tools offer budgeting, spending insights, and bill payment reminders.
  • Investment tracking provides performance review and cost basis information.
  • The platform supports cloud syncing and mobile access.
  • It's a subscription-based service with a flat annual fee, offering value for solopreneurs.
  • Limitations include basic invoicing and potential need for advanced software as businesses grow.