Quicken

Una buena solución para las finanzas personales

Comentarios: Permite importar automáticamente las transacciones tanto de cuentas bancarias como de tarjetas de crédito e incluso efectivo (cash) y mantener los registros financieros actualizados sin tener que ingresar manualmente la información. Es una herramienta de uso diario que facilita el control de los gastos y los tiempos y montos de cuentas por pagar.

Puntos a favor:

Permite la administración centralizada de todas las finanzas personales: cuentas bancarias, tarjetas de crédito, inversiones, préstamos, hipotecas, entre otros, además se puede colocar una categoría para cada gasto de tal forma que a fin de mes tenemos un panorama amplio de todas las transacciones y en qué se invirtieron o gastaron.

Puntos en contra:

Es un software de pago anual, si se deja de pagar se pierde la conexión con las cuentas de los bancos. Requiere actualizaciones periódicas por lo que puede dejar de funcionar en algunos sistemas.

Ideal for My Solorpreneur Marketing Consulting Business

Comentarios: I am very pleased with the ease of entering data into the system. It saves me the cost of having a bookkeeper. I am able to categorize expenses myself and take full advantage of knowing what i was buying for business and for personal life. I know it is saving my a lot on my taxes, as I have proof of my deductions versus just guessing. It used to take me days to prepare my docs for my CPA not it is in a matter of hours I have all the numbers she will need.

Puntos a favor:

The best feature I like is the way you can split items on a receipt into their own categories. For example, I go to Walgreens and buy cosmetics, copy paper, thank you notes, and business head shot photo prints. I enter Walgreens for the Payee, then I assign / split where the expenses will go in my categories. Cosmetic - Personal Care, Copy Paper, thank you notes - Business: Office Supplies, Photo prints - Business: Photography. I make my tax reporting a breeze for my Schedule C line items. I also love generating reports on income and expenses. Great for planning or estimating funds for seasonal work loads.

Puntos en contra:

It actually has more features than I want to use. For example - the investment section, I tried to use it - but to enter buy - sell information and dividends and details was way too time consuming for me. I just as soon get my reports from my brokerage firm.

Have used it for years, still liking it!

Comentarios: Good, easy tool to track your money, some technical issues with downloading.

Puntos a favor:

Quicken quickly and efficiently tracks all my spending, earning and investments, and I have been able to link most of my accounts so it does it automatically.

Puntos en contra:

Not all accounts can be linked, especially not international ones. And occasionally it has brought in duplicate transactions which are a nightmare to reconcile.

Business & Rental Mgmt

Puntos a favor:

It keeps up with my rental expenses as well as my business

Puntos en contra:

It takes a while to figure out but customer service is helpful

Data loss after update

Comentarios: Up until my purchase last year, Quicken served me well.

Puntos a favor:

I have used Quicken for 20+ years for personal and business needs. After my 2006 Mac crashed, I bought a new 2022 MacBook Pro and installed the latest version of Quicken. I spent considerable time setting up accounts, bank imports and entering data for the year 2021, and for one reason or another did not enter any new data after tax day 2022. On opening the program today, I installed the most recent update, as one would usually do, after which, I discovered that all my newly entered financial data on this brand new laptop and newly installed program no longer existed. I praise the technical support team for at least attempting, but failing, to help me.The checkbook feature of Quicken for Mac 2007 that this awful program replaced was bullet proof and never failed me in the many years I had used it until the computer itself died. I do not trust that this couldn't happen again, so I am going to switch to a simpler checkbook accounting system that does not nickle and dime you with "membership" fees. Be warned that running their update could cost you.

Puntos en contra:

That I lost precious data that technical support was unable to retrieve.