Quicken
Business Profile
Core Value Proposition
Quicken provides an all-in-one platform to manage money and life, spanning personal finance, small-business finances, and life information in one place.
Target Customer
{"Individuals and families seeking budgeting, investing, and retirement planning","Self-employed and small-business owners","Landlords or those with rental income","Users needing a centralized hub for life documents and essential information"}
Key Differentiator
A multi-product family (Quicken Simplifi, Quicken Business & Personal, Quicken LifeHub) with both cloud/mobile access and locally stored desktop options; real-time budgeting insights; built-in tax schedules; broad connectivity to 14k financial institutions; strong emphasis on security and long-standing brand history.
Implementation Timeline
Value delivered immediately through real-time updates (e.g., Simplifi Spending Plan) and setup across modules; adoption speed depends on plan and usage (desktop vs. cloud/mobile).
Pain Points
- 1Difficulty budgeting and tracking spending across personal and business contexts
- 2Managing cash flow and profitability for small businesses and freelancers
- 3Preparing and organizing taxes (Schedules C & E) for business activity
- 4Storing and organizing vital life information securely and accessibly
Key Features
- 1Quicken Simplifi: Spending Plan with real-time budget tracking, savings goals, and subscription bill tracking
- 2Quicken Business & Personal: Manage cash flow and profit, invoice clients, built-in tax support (Schedules C & E), and multi-client/project/invoice management
- 3Quicken LifeHub: Organize life’s essential information (birth certificates, estate plans), secure access and sharing, step-by-step guidance
- 4Connectivity to 14k+ financial institutions; data security (256-bit encryption); data can be stored locally (Quicken Classic) or in the cloud/mobile
- 5Portfolio tracking (Classic Premier and Classic Home & Business on Windows); multi-platform availability (Windows, Mac, iOS, Android via apps)
Target Customer Industries
Client Results
- 1Improved budgeting and spending visibility with real-time insights
- 2Faster invoicing and streamlined tax preparation for small businesses
- 3Consolidated management of personal and business finances in a single ecosystem
- 4Secure organization and sharing of life information and documents
Competitive Advantages
- 1Bank-grade security with 256-bit encryption
- 2Connectivity to over 14,000 financial institutions
- 3No hidden fees or ads; transparent pricing
- 440+ years of innovation and experience in personal finance software
- 5Data can be stored locally with Quicken Classic (Windows/Mac)
- 6Multiple specialized products for personal, business, and life information
- 730-day money-back guarantee (for eligible purchases)
Key Benefits
Additional Product Information
Product Description
Quicken is a family of financial management products including Quicken Simplifi (personal budgeting), Quicken Business & Personal (business and personal finances), and Quicken LifeHub (life information hub) designed to help users manage money, cash flow, taxes, investments, and essential life documents.
Target Market
Individuals and families; self-employed and small-business owners; landlords and real-estate holders seeking personal and business financial management plus secure life-information organization.
Unique Value Proposition
One brand offering dedicated tools for personal, business, and life information management with flexible deployment (local desktop data or cloud/mobile) and extensive financial institution connectivity.
Technical Requirements
Quicken Classic (desktop) stores data locally and runs on Windows and Mac; Quicken Simplifi and Quicken LifeHub are cloud/mobile offerings; Quicken Investing site (Investing.quicken.com) must be enabled for some features in Quicken Classic Windows; online services require internet access; Quicken App is compatible with iPad, iPhone, iPod Touch, Android devices.
Pricing Model
{"Quicken Simplifi: $2.99 per month (billed annually in some configurations; display shows $2.99 /month and $5.99 in some prompts)","Quicken Business & Personal: $3.99 per month (billed annually; $7.99 shown in some prompts)","Quicken LifeHub: $3.99 per month (billed annually)"}
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