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What is Quicken?

Simplify your financial oversight with Quicken to make this tax season as effortless as possible. Effortlessly obtain a holistic understanding of your financial situation. Quicken allows you to unify all your banking, investment, retirement, and credit card accounts in a single, accessible place. Keep tabs on your spending by tracking available funds after paying your bills. Improve your financial choices by creating custom budgets tailored to your needs. You can easily assess your income against your expenses, review expected balances after bill payments, and receive reminders to ensure you never miss important deadlines. Additionally, evaluate your investment portfolio, monitor its performance, and conduct market comparisons to feel more assured in your buying or selling decisions. With over 17 million users benefiting from Quicken over the years, you can join this community and take charge of your financial future starting today. By integrating Quicken into your financial routine, you pave the way for smarter financial management and greater peace of mind.

What is Nauma?

Nauma is an innovative financial planning platform tailored for technology professionals and their families, helping them effectively manage equity compensation, concentrated stock holdings, high tax burdens, and complex portfolios distributed across multiple accounts. In contrast to traditional financial advisors who typically charge substantial fees based on Assets Under Management (AUM), Nauma delivers fiduciary-level advice through advanced technology at a much lower cost. The term "Nauma," which means "No AUM," reflects the company's dedication to breaking down biased, asset-centric models and empowering clients to plan according to their individual needs. Users can explore various significant life decisions—such as taking a sabbatical, buying a home, or retiring early—while also understanding the tax implications tied to RSUs and capital gains. Additionally, Nauma integrates users' complete financial situation into a single, user-friendly platform, improving their financial literacy and decision-making capabilities. Beyond its advanced planning features, Nauma nurtures an active community where users can participate in live Q&A sessions and connect with others facing similar financial challenges. This comprehensive strategy not only encourages informed financial planning but also fosters a sense of community and support among its users. By providing these resources, Nauma aims to transform financial management into a collaborative and empowering experience.

Media

Media

No images available

Integrations Supported

Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
HomeBank
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Integrations Supported

Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
HomeBank
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per year
Free Trial Offered?
Free Version

Pricing Information

$200/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quicken

Company Location

United States

Company Website

www.quicken.com

Company Facts

Organization Name

Smartine Inc.

Date Founded

2025

Company Location

United States

Company Website

nauma.ai/

Categories and Features

Budgeting

"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

Categories and Features

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