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About

Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad. Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software. Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.

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 Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Individuals searching for a powerful Personal Finance solution that helps set budgets, check how they are sticking to them, and forecast ongoing budgets

Audience

Small business owners

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported

Pricing

$29.99 per year
Different plans and versions available depending on what you need
Free Version Not Supported
Free Trial Not Supported

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:

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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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BankTree
www.banktree.co.uk

Company Information

Quicken
United States
www.quicken.com

Alternatives

AceMoney

AceMoney

MechCAD

Alternatives

GlidePath Money

GlidePath Money

QuickTech LLC
AceMoney

AceMoney

MechCAD
MoneyLine

MoneyLine

NCH Software

Categories

Personal Finance Supported

Categories

Budgeting Supported
Personal Finance Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Integrations

Acumen Not Supported
BankTree Not Supported
Bethpage Federal Credit Union Not Supported
Checksoft Home & Business Not Supported
GarageKeeper Not Supported
HomeBank Not Supported
Instant Check Not Supported
Itemize Not Supported
MuniBilling Not Supported
Neat Not Supported
Ninth Wave Not Supported
Orange Bank Not Supported
QuickBooks Online Advanced Not Supported
Regions Business Banking Not Supported
Sitehound Not Supported
VersaCheck X9 Enterprise Not Supported
Yooz Not Supported
ezCheckPrinting Not Supported

Integrations

Acumen Supported
BankTree Supported
Bethpage Federal Credit Union Supported
Checksoft Home & Business Supported
GarageKeeper Supported
HomeBank Supported
Instant Check Supported
Itemize Supported
MuniBilling Supported
Neat Supported
Ninth Wave Supported
Orange Bank Supported
QuickBooks Online Advanced Supported
Regions Business Banking Supported
Sitehound Supported
VersaCheck X9 Enterprise Supported
Yooz Supported
ezCheckPrinting Supported
Claim BankTree and update features and information
Claim BankTree and update features and information
Claim Quicken and update features and information
Claim Quicken and update features and information