Quicken Business & Personal is a comprehensive financial management solution designed for small businesses, self-employed professionals, and landlords. It integrates business and personal finance management in a single platform, allowing users to track cash flow, manage invoices, categorize expenses, and prepare for tax season. The software supports up to ten businesses with unlimited clients, projects, and invoices, and provides customizable dashboards for a unified view of all accounts. Users can separate business and personal transactions, automate reporting, and streamline payment collection with online payment links. Quicken also offers property management features for landlords, including rent reminders and property-specific financial reports. The platform is available as desktop software with cloud-enabled features, focusing on ease of use and essential tools for small business growth without unnecessary complexity.

Key Features

Unified Business & Personal Finance Management Manage both business and personal finances in one platform

• Separate views for business and personal accounts
• Customizable dashboards for at-a-glance analysis

Invoicing & Payment Collection Create and track invoices with online payment options

• Custom invoice templates with business branding
• Payment status tracking and PayPal integration

Expense Tracking & Categorization Automate transaction categorization and receipt storage

• Custom tags and rules for business/personal separation
• Track billable services and project expenses

Tax Preparation Tools Simplify tax reporting and maximize deductions

• Generate Schedule C & E forms, profit & loss, and balance sheets
• Export data for accountants or TurboTax

Reporting & Analytics Comprehensive financial reports for business health

• Cash flow, profit/loss, and net worth reports
• Customizable report templates

Rental Property Management Tools for landlords to manage tenants and properties

• Track lease terms, send rent reminders, and generate property reports
• Manage occupancy and rental documents

Benefits

Efficiency & Organization Streamlines financial management for small businesses and self-employed

• Centralizes all finances in one app
• Reduces manual entry and errors

Faster Payments Accelerates invoicing and payment collection

• Online payment links for clients
• Automated payment status updates

Tax Season Simplification Makes tax preparation easier and more accurate

• Automated tracking of deductible expenses
• Ready-to-export tax forms and reports

Scalability for Growth Supports multiple businesses and unlimited clients

• No added costs for expanding business operations
• Flexible for landlords and service providers