While some services are offered for free or at a discount for Quicken users, there’s an overall effort to lead users to partners’ Web sites. Clicking on TurboTax in the icon menu from Quicken, for example, links to Intuit’s TurboTax page, which offers configurations of the software currently on sale. With registration, you can access credit reports, stock-trading services, online banking, bill payment services, and credit card statements. Registration at the Web site, though not technically necessary, serves as the key to a multitude of additional services. Mac backups can be scheduled and customized in order to place a copy of your financial data off-site. An iCal icon allows you to insert past and future transactions into your iCal calendars, while. Mac integration make Quicken 2007 more useful. Quicken can retrieve and track stock data as far back as five years to determine trends and patterns, making research easy.Īlthough not entirely new, features such as iCal and. Similar types of accounts, like mutual funds, CDs, bonds, and 401k accounts can be set up in this way, with the program tracking data and reporting back with customizable histories. You enter data such as stock name, stock quote symbol, purchase date, purchase price, and number of shares owned then prompt Quicken to actively track and follow your stocks. Quicken provides a friendly face to the task of setting up a stock portfolio. Once your information is entered, budgeting tools allow you to display data from multiple categories as charts and graphs for visual analysis.
You can then create budgets and add entries to your transaction history, all the while categorizing your transactions for budget analysis.
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