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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 Planswell?

Planswell provides a free online financial planning tool that quickly creates personalized strategies for retirement, managing debts, investing, and insurance in about three minutes. By inputting their current savings, contribution amounts, desired retirement age, and risk tolerance, users can see projections for their nest egg's growth, receive a customized lifelong withdrawal plan, and be guided on how to distribute funds across various accounts to minimize taxes and maximize savings. The platform also integrates existing debts and recommends consolidation options with the lowest interest rates to enhance cash flow, while evaluating insurance needs to protect income in the event of death or severe illness. Moreover, it boasts user-friendly dashboards, scenario-based calculators for budgeting, affordability for children, and investment needs, along with detailed, exportable reports accessible through a secure online portal. Users are also given the chance to schedule a free consultation with a local financial advisor, ensuring the confidentiality of their personal information. This comprehensive approach not only equips users with valuable financial knowledge but also encourages them to make better-informed decisions about their financial future, ultimately leading to greater peace of mind.

Media

Media

Integrations Supported

Acumen
BankTree
Checksoft Home & Business
Faithful Steward
GarageKeeper
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
ezCheckPrinting

Integrations Supported

Acumen
BankTree
Checksoft Home & Business
Faithful Steward
GarageKeeper
Itemize
Lead Commerce
MuniBilling
NeatBooks
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Enterprise
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
ezCheckPrinting

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Planswell

Date Founded

2015

Company Location

Canada

Company Website

planswell.com

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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