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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.

About

Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. Refresh.me integrates with over 12,000 banks and institutions, making it easy for you to see a clear view of your entire financial landscape. See a breakdown of all your transactions in once place. We'll notify you if you're spending more than usual, so you can stay on track with your financial goals. Connect your investment accounts to know how your portfolio is performing, all consolidated into one view for the full picture. Track your historical performance and allocation. By bringing your account balances, transactions, investments, and credit together in one place, Refresh.me gives you insights you simply won't get anywhere else. Managing your financial health means staying on top of your credit score, protecting your identity, and managing your online privacy.

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

Small business owners

Audience

Individuals seeking an all-in-one personal financial management tool to organize their digital life

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

$29.99 per year
Free Version
Free Trial

Pricing

$12 per month
Free Version
Free Trial

Reviews/Ratings

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

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quicken
United States
www.quicken.com

Company Information

Refresh.me
United States
refresh.me/

Alternatives

Alternatives

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
BankTree
Bethpage Federal Credit Union
GarageKeeper
Instant Check
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Ninth Wave
Polonious
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Integrations

Acumen
BankTree
Bethpage Federal Credit Union
GarageKeeper
Instant Check
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Ninth Wave
Polonious
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting
Claim Quicken and update features and information
Claim Quicken and update features and information
Claim Refresh.me and update features and information
Claim Refresh.me and update features and information