Overview You may have questions before and after you purchase Quicken Subscription. Below are some frequently asked questions. Please note that while Quicken is now a subscription product, it has not changed to a web-hosted/cloud-based product. Quicken will remain a desktop program and your data will continue to be stored on your computer. Quicken has a cloud sync feature if you would like to use the Quicken Mobile App or Quicken on the Web, but this is optional.
The credentials that Quicken prompts you for will vary based on your software version and the type of account you want to download. With the recommended Direct Connect method, enter your USAA number when prompted for a User ID, User Name, Online ID, Customer ID or something similar. Then, enter your four-digit USAA PIN when prompted for a password.
If you would like more information on the Quicken Cloud,. Eric Dunn, CEO of Quicken, Inc., Discusses Subscription.
Is there a trial version of Quicken Subscription? I’d like to try it out. There is no trial version of Quicken, but we do have a 30-day money-back guarantee. Is Quicken a subscription product?
The subscription is designed so that you never go through the upgrade process again. In addition to Online Services, such as downloading transactions from your bank or syncing to your mobile device, you’ll also automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product.
We no longer offer non-subscription versions of Quicken. How much does Quicken cost? How much will renewing my membership cost? To see our entire product lineup, including features and cost, please see our. A Quicken membership can be renewed at the current retail price.
We do not anticipate any significant cost increase. How long can I extend my membership plan?
A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes expire 24 months after being generated. Is Quicken a web-based product? Do I need an internet connection to use it?
Quicken Subscription is just like previous Quicken versions. You'll install the product on your computer system and use the internet to access and download your online banking transactions. You'll also need access to the internet to activate your Quicken product and to receive the latest product updates; Quicken is not hosted on the cloud. After you activate your product, you can enter transactions manually, offline. If you would like more information on Quicken's companion Web app, Quicken on the Web,.
What is the Quicken Premium Support plan? How do I access it? Quicken Premier and Home & Business include access to our special ‘skip the line’ access to customer support.
To access your Premium Support plan phone number, you can review the information in your purchase verification email, or log in to your account (the Premium Support phone number is listed in the upper right of the My Account page). What are the system requirements for Quicken Subscription? You can see the system requirements for the Windows and Mac products. Can I still get a CD copy? CD copies of Quicken are still available at retail locations. You can also add a CD copy when ordering from our website for $3.95 by selecting the Backup Disc option when placing your order.
Please note, the CD copy is not necessary for installation as Quicken can be downloaded and installed directly from our website. The CD does not contain the Quicken program itself, it simply guides you to Quicken.com to download the program. Do I need to buy a subscription membership? I have Quicken 2016 or 2017; do I need to buy a subscription membership?
Our currently supported products, Quicken 2016 and 2017, do not require any additional subscription purchase. For more information about the currently supported Quicken versions, see this. I don’t use online banking, do I still need to buy a subscription membership? Quicken Subscription is designed so that you never go through the upgrade process again. In addition to online banking, you’ll automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product. To provide you with these new features, a subscription is required.
All future Quicken products will be subscription products. How do I download and install the Subscription Release of Quicken? The Subscription Release of Quicken can be downloaded at. If you need instructions,. On how many computers can Quicken Subscription be installed? With Quicken Subscription, there is no limit on how many computers Quicken can be installed on.
However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID. Also, a purchase of Quicken Subscription includes a copy of Quicken for Windows and a copy of Quicken for Mac.
Will Quicken Subscription convert my existing Quicken data? It works just the same as previous Quicken products; after you install Quicken Subscription on your computer, you'll be prompted to convert your existing Quicken file to the new version.
Note that in the past Quicken Starter didn't transfer data from other Quicken Windows versions. With Quicken Subscription, Starter on both Windows and Mac will convert Quicken files. How many people can use my subscription? Quicken is currently designed for one user. As a member, you can create as many data files as you need, and sync multiple data files to your mobile device, or to Quicken on the Web, with your Quicken ID. However, if you want to share your subscription with someone else, you would need to provide them with your Quicken ID and password.
Please note, that anyone you provide with this information will also have access to your subscription and billing details and any synced mobile data, along with any data files on the computer(s) they have access to. Your subscription is tied to the Quicken ID you used when you purchased or activated Quicken, not your computer. Managing Billing and Auto-renew Preferences. How do I view and manage my membership information (such as payment method)?
You can manage your Quicken membership in the section of Quicken.com. When you log in with your Quicken ID (email address), you can see your product version, your date of activation, and your subscription expiration date under Plan Details. You can also manage your account settings, such as your login and password. You can update your payment information by selecting Add or Change Debit / Credit Card. How do I upgrade or downgrade my membership plan?
You can manage your Quicken membership in the section of Quicken.com. When you log in with your Quicken ID (email address), select Change Plan. Please note, these changes can only be made in the last six months of a subscription term. Also, while an upgrade applies immediately and prorates the remainder of the existing subscription, a downgrade does not prorate. The current membership plan will expire on the original expiration date and the new downgraded plan will begin after that. When does my Quicken membership activate-date of purchase or registration?
If you purchase directly from Quicken, your subscription is activated on your date of purchase. If you purchase from a retail store, your subscription is activated when you install Quicken and enter the activation code that came with your purchase.
You can confirm your activation date by logging into your account on. How do I see or change my account settings?
You can review your account settings, including service status and subscription start date, on your. Expiration and renewing your Quicken membership. How do I renew my Quicken membership? If you're signed up for auto-renew, you don't need to take any action; you will be notified of the auto-renewal, and your credit card on file will be charged on your expiration date. I have disabled auto-renew, how do I renew my membership manually?
If you're not signed up for auto-renew, six months prior to your membership renewal date, you'll be able to purchase your membership renewal at. How long can I extend my membership plan? A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes expire 24 months after being generated. What happens when my Quicken membership expires?
The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'll always have full access to and ownership of your data. You can view, edit, export, and manually enter transactions and accounts for Deluxe and higher versions, even after your subscription ends. Access to online services, such as transaction download, quotes, and mobile sync, along with access to Quicken Support, will end if your subscription does. We’ll continue to let you know about product changes and enhancements within the Quicken product.
You will also see expiration messages within the program (for examples, see How will I know if I need to renew my subscription membership? The applies to Deluxe and higher versions of Quicken; the Starter version will become read-only upon membership expiration or cancellation. Why can't I renew my Quicken Membership? You can only renew your subscription in the last six months of your subscription term. When you’re within the last six months of your subscription term, just purchase your membership renewal at. How will I know if I need to renew my subscription membership? If you already have a subscription membership, you'll receive an email reminder 30 days prior to your renewal date.
If your membership expires, you'll see these messages in your Quicken product: Just click the Renew or Update Now option to purchase a membership. How do I cancel my Quicken membership? You can cancel your membership at any time by contacting.
What if I don’t want to be automatically charged? How do I cancel the auto-renewal? We'll notify you when your renewal date approaches, but if you prefer to cancel auto-renewal, you can find steps for that. What if I want a refund? The Subscription Release of Quicken has a 30-day money back satisfaction guarantee.
You can receive a full refund of the purchase price, not including shipping and handling fees, for any reason within 30 days. You are also entitled to a refund within 30 days of auto-renewal of your Quicken membership. For more information,. Retail purchases. Can I use a retail copy of the Subscription Release of Quicken to extend my membership? Yes, but you can only redeem the activation code in the retail copy to extend your subscription in the last six months of your current subscription term.
Note: Activation codes expire 24 months after being generated. Can I use a retail copy of the Subscription Release of Quicken to upgrade my membership? Yes, but you can only redeem an activation code in a retail copy to upgrade your subscription once every 30 days. How do I activate my retail copy? For instructions on product activation,. † Limited time offer of 40% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home & Business for the first year only when you order directly from Quicken by March 19, 2019, 11:59 PM PT. Offer good for new memberships only.
Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers and service options subject to change without notice. Available on Quicken for Mac (all versions) and Quicken for Windows (Deluxe and above). Schedule A through E reports are based upon data provided by Quicken user or downloaded account transaction details. Consult your tax professional to verify correct categorization and calculation of expenses before you file.
Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts.
Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.
Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement.
You can manage your subscription at your My Account page. If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.
Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions.
Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness.
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Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.
Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson.
All rights reserved. © 2018 Quicken Inc. All rights reserved.
Quicken is a registered trademark of Intuit Inc., used under license. © 2019 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S.
And other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.
Overview Users can manage their Quicken ID profile and edit information such as the address, phone number, password, and the Quicken ID itself. Instructions. Go to.
Sign in with your Quicken ID. You may be prompted for a verification code. Enter the code when you receive it and click Submit. Note: if you do not receive the code, try selecting a different delivery method.
The default method is text message, but you can select Email me the code instead or Call me with a code instead (select this if the number listed is a land line and cannot receive text messages). In the My Account screen, you can select which part of your Quicken ID profile you want to update by clicking the corresponding change button on the right side. When complete, click Save Changes. Note: If you no longer have access to the email address associated with your Quicken ID, you can simply create a new Quicken ID with your current email address.
If you want to keep using the same Quicken ID, you'll need to complete and submit to change your email address. † Limited time offer of 40% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home & Business for the first year only when you order directly from Quicken by March 19, 2019, 11:59 PM PT.
Offer good for new memberships only. Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers and service options subject to change without notice. Available on Quicken for Mac (all versions) and Quicken for Windows (Deluxe and above). Schedule A through E reports are based upon data provided by Quicken user or downloaded account transaction details. Consult your tax professional to verify correct categorization and calculation of expenses before you file.
Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change.
14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement.
You can manage your subscription at your My Account page. If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product. Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions.
Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness.
Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc.
The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson. All rights reserved.
© 2018 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. © 2019 Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license.
IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. And other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.