Manage Personal Finances

Manage Personal Finances

Companion App for Desktop

Utilities
Productivity
60 reviews
⭐️4.7 / 5
Rating
🙌14K
Ratings
📼2 scs
Content
📦~ in 2 weeks
Updates frequency
🗣❌ unsupported
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All Versions of Manage Personal Finances

7.2.0

May 28, 2024

What’s Improved: Migrated chat to a new system. What’s Fixed: Resolved multiple user interface issues.
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7.1.1

May 22, 2024

Improved: Minor code improvement.

7.1.0

April 16, 2024

Fixed: Several calendar display issues. Refreshing caused stock holding values to double or triple. Some investment holdings were visible on the web but not in the app. Date label appeared twice when using the "Payee name" filter with Running Balance enabled. Pending transaction status display issues. Swipe option was displayed for future dated gross paycheck reminder instances. An undefined screen title appeared when switching between datasets.
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7.0.3

March 26, 2024

Addressed internal issue.

7.0.2

March 2, 2024

Re-introduced a Mixpanel event that includes the user dataset's platform information.
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7.0.1

February 16, 2024

Improved the architecture of the app to bring you an enhanced version for a better experience.
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7.0.0

February 13, 2024

Improved the architecture of the app to bring you an enhanced version for a better experience.
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6.30.2

November 2, 2023

Fixed: Discontinued Yelp Recommendations at the request of the API provider.
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6.30.1

October 7, 2023

We've updated our product name to Quicken Classic and are revising our logo and other aspects of the product to match the new name and updated branding.
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6.30.0

September 27, 2023

New: We've updated our product name to Quicken Classic and are revising our logo and other aspects of the product to match the new name and updated branding.
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Price History of Manage Personal Finances

Description of Manage Personal Finances

This app is for existing customers; new customers can sign-up via desktop by visiting Quicken's official website. Technical Requirements: currently supports iOS and iPadOS devices running iOS 11 or higher. App Features: • Automatically syncs your desktop and mobile data • View your balances, accounts, and transactions • See spending trends and check your budget • Enter transactions as you spend even when you are not connected to the internet • Search transaction history • Split transactions for an accurate view of spending • Snap and store a picture of your receipt Data Security and Information Privacy: • Passcode-protected and backed by 256-bit encryption • Data access guarantee: Always have full access to and ownership of your data • Visit https://www.quicken.com/privacy/us to learn more about our privacy guidelines. California residents should refer to the privacy guidelines set forth by The California Consumer Privacy Act on information sharing. To opt-out of the sale of your personal information as defined by these new guidelines, please visit http://www.quicken.com/privacy
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Manage Personal Finances: FAQ

Does Manage Personal Finances have support for iPad devices?

Yes, Manage Personal Finances is compatible with iPad devices.
Quicken Inc. is the creator of the Manage Personal Finances app.
Manage Personal Finances requires iOS 13.0 or later.
Manage Personal Finances has a consumer rating of 4.7 and receives plenty of positive reviews.
The Main Genre Of The Manage Personal Finances App Is Productivity.
7.2.0 is the newly released Manage Personal Finances version.
Manage Personal Finances rolled out its latest update on July 1, 2024.
Manage Personal Finances originally came out on February 5, 2023.
Manage Personal Finances is suitable for children aged Quicken Inc..
Manage Personal Finances is available in English, Italian.
Unfortunately, Manage Personal Finances is not on Apple Arcade.
No, Manage Personal Finances does not allow for in-app purchases.
No, you cannot use Manage Personal Finances with Apple Vision Pro.

ASO: Keywords of Manage Personal Finances

#23 by personal budget
#25 by finance manager
#37 by manage
#83 by retirement
#100 by desktop
#140 by personality
Total Keywords6See all →

Screenshots of Manage Personal Finances

Manage Personal Finances screenshot #1 for iPhone
Manage Personal Finances screenshot #2 for iPhone
iphone
ipad

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Reviews of Manage Personal Finances

  • Much improved, still occasionally buggy

    Revised March 7, 2024: I see a lot of comments from people that mobile data doesn't match the data on their computer. This also occurs for me maybe once or twice a year. It's clearly a data corruption on the cloud side. I can always fix it by resetting my cloud data or deleting the cloud file uploading transactions freshly. If it wasn't for this, I would give the five stars. I like traveling with my iPad and if I don't have my laptop with me, I'm out of luck at this happens.

    Since I wrote my last review, I'm pleased that I can now access five years of historical data. I tend to find the Quicken website app offers more functionality than the iOS app. But, as a companion app, it's pretty useful. No replacement for the desktop app, but if I need to find a transaction, this can't be beat compared to checking all of my different accounts separately.

    I do hope Quicken continues to work on stability.
    inthesandinthesand

  • Better than several years ago, but not great.

    I find it cumbersome. Adding a transaction, when I click on to enter a payee, a long checklist drops down which appears to be every payee that’s ever been used. The ones visible (before scrolling) are gibberish — numbers from downloaded transactions that had numbers in the payee field.
    The “Memo” field on the computer program populates the “Note” field on the app (and vice-versa) when syncing. While the computer program has a “Note” field which is different. Why?
    I find it’s easy get to get incorrect data entered, I found it impossible to go back and correct certain fields, on the app. Except to delete the transaction and start over. No problem going to the computer to edit the transaction.
    I’m going to continue to use a different method to collect data in the field.
    Tim in NW Ia.Tim in NW Ia.

  • Poor App

    The reason I moved to Quicken was that they offered a mobile app. I thought that this would be a good solution to keeping up with my home finances. I bought the subscription to both the Quicken app for Mac and the Quicken app for iPad. I am disappointed in both. The app for Mac has problems matching imported transactions from my bank. It will sometimes import a transaction and not recognize that the transaction has already been entered manually. I could understand this for some cases, but not for checks. The check number is the same in both cases but the algorithm for matching evidently is not very robust since it does not recognize this. The program should ask about matching transactions whenever they are downloaded. I am returning to my original checkbook app. It does not have a mobile app, but it is much more user friendly and at least I can keep up with my finances which is what a checkbook is supposed to help you do. I cannot recommend Quicken for either platform.
    Gh1949Gh1949
See 57 more reviews
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