They might create a separate budget for a parent, child, 501(c)(3), or other organization. Why would you want to select specific accounts? Quicken offers the most customizable personal finance software on the market, and our customers are constantly using that capability to develop their own ways of tracking their finances. In v5.17, we introduced the ability to select the specific accounts you want to include in a budget. Over the past few months, The Quicken for Mac team has been working hard on improving budgets for Mac and implementing new features. New in Quicken for Mac: Budget Transfer Feature If Simple Investing sounds like it might be right for you, read our full Simple Investing post for more details about how the beta works and how to turn it on so you can try it for yourself!

That’s why we’re offering it to you early, as a public beta. Instead of an account register, Simple Investing provides a high-level Account Summary that includes your portfolio value, net worth, day change, and investment returns over time.īelieve it or not, developing an easier way to track your investments is not an easy task. Simple Investing takes the complexity out of monitoring your investments, only keeping track of your investment positions over time (the number of shares you own), and your cash balances. If you don’t feel the need to keep track of separate investment lots, capital gains tax implications, or individual buy/sell transactions, Simple Investing might be just what you’ve been wanting. Today, many of our customers depend on Quicken’s full suite of complex investing tools and features, and we’re proud to provide it.īut some people prefer simplicity-the elegance of a clean dashboard that provides a bird’s-eye view, showing you exactly what you need to know, and nothing else.

Needless to say, it’s grown pretty powerful. Quicken has been under continuous improvement for more than 3 decades. New in Quicken for Windows: Simple Investing (beta) This month, we’re thrilled to highlight two new Quicken features: Simple Investing in Quicken for Windows (now in beta), and the ability to budget transfers in Quicken for Mac. At Quicken, we’re always working to develop new tools and features to help you take control of your finances and manage your money with confidence.

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