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Quicken Classic Business & PersonalQuicken

Quicken Classic Business & Personal manages personal, small business, and rental finances in one app, with invoicing, reporting, and tax tools.

Vendor

Vendor

Quicken

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Company Website

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Product details

Quicken Classic Business & Personal is a comprehensive desktop-based finance management solution designed for individuals who need to manage both personal and business finances, including rental properties, within a single application. The software provides separate but unified views for personal, business, and rental accounts, allowing users to track income, expenses, accounts payable and receivable, and generate invoices with customizable templates. It supports automated transaction downloads and categorization, detailed financial and tax reporting, and receipt storage for streamlined tax preparation. Users can also manage personal budgets, set savings goals, and track investments, providing a complete overview of net worth and financial health. The solution is tailored for small business owners, freelancers, and landlords who require robust yet accessible tools without the complexity of enterprise accounting systems. Quicken Classic Business & Personal is available for Windows and Mac, with some feature variations by platform.

Key Features

Unified Personal, Business, and Rental Management Manage all financial aspects in one application

  • Separate views for personal, business, and rental finances
  • Track accounts payable, receivable, and rental income/expenses

Invoicing and Receipts Create and manage invoices and receipts

  • Customizable invoice templates
  • Store and organize receipts for tax purposes

Automated Transaction Download & Categorization Streamline financial tracking

  • Automatic download from banks and credit cards
  • Categorize transactions for business, personal, and rental accounts

Comprehensive Reporting & Tax Tools Generate detailed financial and tax reports

  • Export income statements and other reports for accountants
  • Track taxes for business and rental income

Budgeting, Savings, and Investment Tracking Personal finance management tools included

  • Create and monitor budgets and savings goals
  • Track investment performance and net worth

Benefits

Centralized Financial Management All finances managed in one place

  • No need for multiple subscriptions or apps
  • Unified dashboard for complete financial visibility

Time and Stress Savings Automated and streamlined processes

  • Simplifies tax season with organized records
  • Reduces manual entry and errors

Flexibility for Multiple Roles Supports users with diverse financial needs

  • Ideal for small business owners, freelancers, and landlords
  • Separate but integrated management of different financial streams
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