21 Best Quicken Alternatives Reviewed in 2026
Best Quicken Alternatives Shortlist
Here’s my shortlist of the best Quicken alternatives:
The best Quicken alternatives make it easy to manage multiple budgets, track spending, and plan for the future—all without sync issues, clunky interfaces, or scattered spreadsheets that can slow you down. If your current setup feels more frustrating than functional, it might be time to find a tool that keeps your financial data organized and accurate.
With more than 15 years of experience in financial management and digital software, I’ve helped finance professionals and executives streamline their budgeting processes and improve visibility across accounts. The right tool doesn’t just make managing money easier—it frees up time for strategic planning and smarter decision-making.
Here are my picks for the best Quicken alternatives to help you simplify your workflows, improve accuracy, and find the right solution for your financial goals.
What Is Quicken?
Quicken is a personal finance management software that helps individuals organize their money and plan for the future. Designed for both professionals and everyday users, it tracks income, expenses, budgets, and investments in one place. With features for budgeting, expense tracking, and reporting, Quicken gives you a clear picture of your financial health—helping you stay on top of spending and make informed financial decisions.
Best Quicken Alternatives Summary
This comparison chart summarizes pricing details for my top Quicken alternative selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for Mac users | 30-day free trial | From $4.99/month (billed annually) | Website | |
| 2 | Best for automated investing | Free demo available | From 0.25% for assets up to $1M, annually | Website | |
| 3 | Best for flexible financial planning | 34-day free trial | From $14.99/month | Website | |
| 4 | Best for importing Quicken data | 45-day free trial | From $9.99/year (billed annually) | Website | |
| 5 | Best for privacy and security | Free trial available | From $72.80 (one-time purchase) | Website | |
| 6 | Best for Google Sheets integration | 30-day free trial | From $12/month | Website | |
| 7 | Best for collaborative budgeting | Free trial available | From $8.33/month (billed annually) | Website | |
| 8 | Best for data analysis tools | 1-month free trial + free plan available | From $4.4/user/month (billed annually) | Website | |
| 9 | Best for investment strategies | Free demo available | Pricing upon request | Website | |
| 10 | Best for financial forecasting | Free plan available | From $26/month (billed annually) | Website |
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LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Rippling Spend
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Best Quicken Alternatives Reviews
Below are my detailed summaries of the best Quicken alternatives that made it onto my shortlist. My reviews offer an in-depth look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Banktivity is a finance app built specifically for macOS and iOS users who want to manage their money across devices. It helps businesses and individuals budget, track spending, and monitor investments in one place.
Why Banktivity is a good Quicken alternative: Banktivity provides users with a macOS-native design, seamless integration with Apple’s ecosystem, and powerful business-focused features like multi-account budgeting, investment tracking, and real-time bank syncing. Unlike many finance apps that cater primarily to individuals, Banktivity also offers customizable reporting tools and envelope budgeting that help small business owners maintain financial visibility and control.
Standout features & integrations:
Features include customizable financial reports that let you analyze income and expenses over time. The app also supports multiple user profiles, allowing you to manage separate finances within the same account.
Integrations include Bank of America, Chase, Wells Fargo, Citibank, Capital One, American Express, TD Bank, Fidelity Investments, Charles Schwab, and E*TRADE.
Pros and cons
Pros:
- Supports multi-currency and crypto accounts
- Provides envelope and calendar budgeting
- Includes scheduled transactions and forecasting
Cons:
- Mobile app lacks full desktop features
- Requires manual fixes for some imports
Betterment is an online investment platform geared towards individuals looking for automated financial planning and investment management. It helps users with portfolio diversification, tax optimization, and retirement planning.
Why it's a good Quicken alternative: Betterment offers automated investing, which simplifies financial management for you and your team. Its goal-based investment strategies can be customized to align with your financial objectives. The platform also provides tax-loss harvesting to enhance your returns.
Standout features & integrations:
Features include personalized financial advice to help you make informed decisions. Betterment also offers cash management features for effective day-to-day financial oversight.
Integrations include TurboTax, Xero, QuickBooks, Plaid, Capital One, Charles Schwab, Vanguard, Fidelity, TD Ameritrade, and E*TRADE.
Pros and cons
Pros:
- Automated portfolio management
- Goal-based investment strategies
- Tax-loss harvesting feature
Cons:
- Limited customization options
- Not ideal for active traders
YNAB is a budgeting software that helps users allocate funds, track expenses, and build better financial habits.
Why it's a good Quicken alternative: YNAB offers a dynamic, envelope-based budgeting approach that prioritizes real-time cash flow management over rigid forecasting. Unlike Quicken’s often static and report-heavy interface, YNAB emphasizes allocating every dollar to a job, empowering business owners to adapt quickly to changing expenses and priorities. Plus, its intuitive tools for goal tracking, customizable categories, and seamless bank syncing make it easier for small business users to respond to seasonal fluctuations and unpredictable costs.
Standout features & integrations:
Features include detailed spending reports that help you analyze where your money goes. The software’s mobile app also enables on-the-go budgeting, making it easy to update transactions in real time.
Integrations include PayPal, Chase, Bank of America, Wells Fargo, American Express, Citi, Capital One, Discover, USAA, and Fidelity.
Pros and cons
Pros:
- Real-time budget updates
- Supports goal setting
- Detailed financial reports
Cons:
- No investment tracking
- Higher learning curve for beginners
CountAbout is a finance management tool designed for users who want to track their finances and budgets effectively. It provides you with the ability to import data, manage transactions, and customize financial reports.
Why it's a good Quicken alternative: CountAbout allows you to import Quicken data, making the transition smooth for existing Quicken users. It offers customizable transaction categories, helping you tailor your financial tracking to your needs. The platform also supports automatic transaction downloads, keeping your data current and reducing manual entry.
Standout features & integrations:
Features include customizable transaction categories that let you organize your finances the way you prefer. The budgeting tool also helps you set and achieve financial goals. Additionally, CountAbout offers running balances to keep track of your account status at a glance.
Integrations include PayPal, Chase, Bank of America, Wells Fargo, American Express, Citi, Capital One, Discover, USAA, and Fidelity.
Pros and cons
Pros:
- Easy Quicken data import
- Automatic transaction downloads
- Supports multiple accounts
Cons:
- Limited mobile app functionality
- Basic reporting features
Moneydance is a finance management application designed for individuals who prioritize privacy and security in managing their finances. It offers features like online banking, bill payment, budgeting, and investment portfolio tracking.
Why it's a good Quicken alternative: Moneydance provides strong privacy features, ensuring your business’ financial data remains secure. It stores all financial data locally on the user’s device by default, significantly reducing exposure to online threats or data breaches. For businesses handling sensitive financial records, this local storage model eliminates reliance on third-party servers and aligns well with data protection practices.
Standout features & integrations:
Features include multi-currency support that allows you to manage international finances. The software also offers detailed reporting with graphs to visualize your financial data.
Integrations include PayPal, Chase, Bank of America, Wells Fargo, American Express, Citi, Capital One, Discover, USAA, and Fidelity.
Pros and cons
Pros:
- Strong privacy features
- Multi-currency transaction support
- Detailed financial reporting
Cons:
- Limited mobile app features
- Limited customization options
Tiller Money is a financial management tool designed for individuals and small businesses who want to manage their finances through automated spreadsheets. It allows users to track expenses, create budgets, and gain insights into their financial health.
Why it's a good Quicken alternative: Tiller Money seamlessly integrates with Google Sheets, making it easy for you to customize financial tracking and reporting. The software’s automated data feeds update your spreadsheets daily, ensuring your financial data is always current. In addition, its customizable templates provide flexibility in how you manage budgets and expenses. Together, these features support a personalized approach to financial management that Quicken may not offer.
Standout features & integrations:
Features include daily email summaries and collaboration support to help teams stay on top of daily cash flow. Tiller Money also provides bank-level security and private data control to ensure data integrity and privacy.
Integrations include Google Sheets, Microsoft Excel, Chase, Bank of America, Wells Fargo, Citibank, Capital One, American Express, Discover, USAA, and Ally Bank.
Pros and cons
Pros:
- Automated daily data updates
- Flexible budgeting tools
- Detailed financial insights
Cons:
- Limited mobile app functionality
- Learning curve for beginners
Monarch Money is a finance management tool designed for individuals and small businesses who want to manage their budgets and expenses collaboratively, either within their team or with clients. It offers features that help users track spending, set financial goals, and analyze financial health.
Why it's a good Quicken alternative: Monarch Money offers real-time multi-user access, allowing team members, clients, or financial stakeholders to manage budgets, track transactions, and monitor financial goals collectively. Unlike Quicken, which is traditionally built for individual use and desktop-based environments, the software’s cloud-first approach facilitates seamless collaboration and visibility across devices and users.
Standout features & integrations:
Features include goal tracking to help you set and monitor progress towards financial objectives. The software’s real-time updates also offer immediate insights into your financial status.
Integrations include Plaid, Chase, Bank of America, Wells Fargo, Citibank, Capital One, American Express, Discover, USAA, and Ally Bank.
Pros and cons
Pros:
- Intuitive user interface
- Effective goal tracking
- Customizable financial insights
Cons:
- Limited investment tracking
- No bill payment feature
Microsoft Excel is a spreadsheet software widely used by professionals across various industries for data analysis and financial modeling. It allows users to organize data, perform complex calculations, and create visual representations like charts and graphs.
Why it's a good Quicken alternative: Microsoft Excel offers powerful data analysis tools, making it ideal for users who need to perform in-depth financial analysis. With its customizable formulas, you can tailor calculations to fit specific needs. The pivot tables feature also helps you summarize and explore data efficiently, providing users with a detailed and flexible approach to managing finances.
Standout features & integrations:
Features include conditional formatting, allowing you highlight data based on specific rules. The software’s charting tools and customizable cells also provide visual insights into your data that can be updated and changed at any time.
Integrations include Microsoft Teams, Microsoft Power BI, Microsoft SharePoint, Microsoft OneDrive, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Microsoft Dynamics 365, Microsoft Azure, and Microsoft Access.
Pros and cons
Pros:
- Highly customizable formulas
- Extensive data analysis capabilities
- Supports large datasets
Cons:
- Steeper learning curve
- Limited automation features
Empower is a financial planning platform that helps businesses and individuals track spending, manage goals, and plan investments. It’s built for users who want a hands-on approach to their finances with the support of digital tools and human advisors.
Why Empower is a good Quicken alternative: Empower offers strong, real-time portfolio monitoring with automatic syncing of investment accounts, detailed asset allocation breakdowns, and performance benchmarking. It provides a streamlined, cloud-based platform that delivers clear insights into investment health, expense ratios, and hidden fees, making it ideal for small business owners who want intuitive, hands-off investment oversight integrated with broader financial visibility.
Standout features & integrations:
Features include the ability to link all your accounts to get a real-time view of your full financial picture. There’s also a budgeting tool that lets you track spending by category and set monthly goals.
Integrations include Fidelity, Vanguard, Charles Schwab, E*TRADE, Merrill, Bank of America, Chase, Wells Fargo, Citi, and USAA.
Pros and cons
Pros:
- Offers tailored investment strategies
- Includes tax optimization features
- Allows customization of portfolios
Cons:
- Requires a high minimum investment
- Lacks support for manual transaction entries
PocketSmith is a finance platform designed for individuals and small businesses who want to manage their money with a forward-looking approach. It helps users track spending, plan budgets, and forecast future financial scenarios.
Why PocketSmith is a good Quicken alternative: PocketSmith lets you forecast your finances for up to 30 years into the future using its calendar-based planning tool. You can also test several different financial scenarios, helping you visualize the long-term impact of your decisions. Additionally, PocketSmith offers flexible budgeting options, helping you to set up budgets that fit your current business needs.
Standout features & integrations:
Features include multi-currency support that lets you track accounts and budgets in different currencies, making it easier to manage international finances. You can also create detailed income and expense reports to help you analyze your spending patterns over time.
Integrations include Xero, QuickBooks, Zoho Marketing Automation, SalesBlink, DataScope, and Glances.
Pros and cons
Pros:
- Supports multiple currencies and assets
- Provides detailed income and expense reports
- Includes scenario testing for financial planning
Cons:
- Lacks bill payment functionality
- Doesn't support investment tracking
Other Quicken Alternatives
Here are some additional Quicken alternatives that didn’t make it onto my shortlist, but are still worth checking out:
- Rocket Money
For subscription management
- Mint
For free money management tools
- Wave
For freelancers and small businesses
- Odoo Accounting
For integrated business operations
- Float Forecasting
For real-time expense management
- Xero
For cloud-based accounting
- EveryDollar
For zero-based budgeting
- Plaid
For financial data connectivity
- Goodbudget
For envelope budgeting
- Wealthica
For investment tracking
- Moneyspire
For desktop financial management
Quicken Alternatives Selection Criteria
When selecting the best Quicken alternatives to include in this list, I considered common buyer needs and pain points related to financial software, like budget tracking and expense categorization. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Track expenses
- Create budgets
- Monitor account balances
- Generate financial reports
- Categorize transactions
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Automated investment tracking
- Multi-currency support
- Real-time collaboration
- Advanced financial forecasting
- Manages invoicing
- Comprehensive mobile/budgeting app
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Easy navigation for Windows and Mac
- Customizable dashboards
- Responsive design
- Accessibility features
- Integrates with several financial institutions
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to webinars
- Pre-built templates
- Chatbot assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 availability
- Multiple contact methods
- Response time
- Knowledge base resources
- Personalized support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Flexibility in plans
- Transparent pricing structure
- Features offered for the price
- Return on investment
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Consistency in positive feedback
- Commonly mentioned pain points
- User experience insights
- Feedback on customer service
- Overall satisfaction ratings
Why Look For A Quicken Alternative?
While Quicken is a valuable software, there are a number of reasons why some users seek out alternative solutions. You might be looking for a Quicken alternative because…
- You need better mobile app functionality
- You're looking for more affordable pricing
- You want enhanced collaboration features
- Your team requires multi-currency support
- You need a solution with global accessibility
- You're frustrated with limited customer support
Whatever the reason, make sure that your Quicken alternative meets similar requirements, and is able to scale as your business grows to ensure that you get the best solution for your team.
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