Quicken Classic Premier is a desktop-based personal finance software designed for individuals who require advanced tools for managing their finances and investments. It builds on the features of Quicken Classic Deluxe by adding robust investment portfolio management, integrated tax planning, and direct bill payment capabilities. The software enables users to track and analyze all personal financial accounts, including bank, credit, loan, and investment accounts, in one place. Premier provides in-depth investment analysis with tools like Morningstar Portfolio X-Ray, supports comprehensive budgeting and debt reduction planning, and includes built-in tax reports to simplify tax preparation and maximize deductions. It is suitable for users who want to optimize their investments, plan for retirement, and maintain full visibility over their financial health. Quicken Classic Premier does not include business or rental property management features.

Key Features

Advanced Investment Tracking & Analysis Monitor and optimize investment portfolios

• Morningstar Portfolio X-Ray for asset allocation insights
• Track performance across multiple accounts and institutions
• Preview buy-sell tax implications

Integrated Tax Planning & Reporting Simplify tax preparation and maximize deductions

• Built-in tax reports for year-round readiness
• Tools for tracking taxable and retirement accounts

Direct Bill Payment Pay bills from within the software

• Schedule and manage payments without visiting multiple websites
• Track payment status and history

Comprehensive Budgeting & Debt Reduction Manage budgets and plan debt payoff strategies

• Automatic transaction categorization and budget creation
• Debt reduction planner with “what-if” scenario analysis

Lifetime Financial Planning Forecast retirement and major financial decisions

• Lifetime Planner for modeling savings, retirement age, and large purchases
• Visualize long-term financial outcomes

Premium Customer Support Access priority support services

• Faster response times
• Assistance with setup and troubleshooting

Benefits

Full Financial Visibility Centralized management of all personal finances

• Unified dashboard for accounts, investments, and bills
• Real-time updates and reporting

Optimized Investment Performance Make informed decisions with advanced analysis tools

• Asset allocation insights
• Tax impact previews

Simplified Tax Preparation Reduce complexity and save time on taxes

• Built-in reports and planning tools
• Maximize deductions

Efficient Bill Management Streamline payment processes

• Pay bills directly from Quicken
• Track due dates and payment history