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About

Take charge with Balance Pro's powerful features. Connect banks for automatic syncing or use the digital register for manual control. Track spending across multiple accounts - checking, savings, credit cards, and investments. Set custom budgets and goals with intuitive progress tracking. Never miss bills with comprehensive payment reminders. Scan receipts with your camera for instant transaction attachment. Gain insights through detailed spending reports and cash flow analysis. Create custom categories to organize your way. Switch between currencies for global money management. Export data to CSV for spreadsheet analysis. Get help from Fin, your AI financial assistant. Find transactions instantly with powerful search. Enjoy bank-level security while accessing your finances on any device - iOS, Android, and web. Start free and upgrade for premium features. Balance Pro: where clarity meets simplicity in your financial journey.

About

Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a digital checkbook register and bill tracker solution to easily manage your money and track their spending

Audience

Small business owners

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$3.99 per month
Free Version
Free Trial

Pricing

$29.99 per year
Different plans and versions available depending on what you need
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.4 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • Easy installation. Collaborate with bookkeeper/CPA. Lots of features.
  • Quicken helps manage my cash inflow and outflow and makes taxes and money management very easy with the click of a mouse. Simplifying our money management means we run into less budgetary problems.
  • Ability to manage personal finances is good. Downloads and data entry is simple. Provides a good overview of your financial position(s).
  • Great interface & dashboard Track investments View and Manage bills & spendings with categorization Budget planner 5 GB storage on Dropbox Free trial Affordable plans
  • User friendly from day one The developers are Always looking to improve the product. I like that they went out with courage and are a stand alone product now.

Cons

  • Nothing.
  • The amount of data we can pull can become cumbersome because there is analysis paralysis at times.
  • Reporting is difficult, prices would be expected to continue to rise, and data is not completely maintained on my personal equipment possibly exposing it to security issues.
  • The mobile app is not standalone version and requires to sync with desktop software. Limited bill payment options.
  • Went from one time buying the software to the industry-wide norm of a monthly/annual fee instead... I guess it allows them to continually improved and sporadically share improvements instead of waiting for new releases..

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Balance Pro
Founded: 2014
United States
www.balancepro.app

Company Information

Quicken
United States
www.quicken.com

Alternatives

Alternatives

Finmatex

Finmatex

Softarex Technologies
MoneyLine

MoneyLine

NCH Software
AceMoney

AceMoney

MechCAD

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Acumen
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Itemize
Lead Commerce
MuniBilling
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
ezCheckPrinting

Integrations

Acumen
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Itemize
Lead Commerce
MuniBilling
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
ezCheckPrinting
Claim Balance Pro and update features and information
Claim Balance Pro and update features and information
Claim Quicken and update features and information
Claim Quicken and update features and information