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• Spending & Saving

  Add checking, savings, credit card, and cash accounts to:

  • Track income and expenses
  • See where your money really goes
  • Keep more accurate records
  • Balance your checkbook easily
  • Save time with your banking and bill-paying chores
  • Download transactions from your financial institution
  • Receive bills online
  • Make online payments

  
  

• Investing & Retirement

  Add brokerage, IRA or Keogh, 401(k), 529, and other investment accounts to:

  • Track all your investments in one place, across many different brokerages, institutions, and administrators
  • Analyze your holdings
  • Monitor your performance
  • Maximize your after-tax yield
  • Create and monitor a personalized asset allocation target
  • Balance your portfolio
  • Track employee stock options and stock purchase plans
  • Download transactions from your brokerage or financial institution

  
  

• Property & Assets

  Add house, vehicle, asset, and loan accounts to:

  • Have a complete picture of your net worth by tracking house, vehicles, and loans

  
  

• Loans & Debt

  Add loans and debt accounts to:

  • Track loan balances and payment schedules
  • Track loan interest

  
  

• Business Accounting

  Add business accounts to:

  • Track accounts receivable (customer invoices)
  • Track accounts payables (bills from vendors)
  • Create a balance sheet
  • Create a profit and loss (P&L) statement
  • Communicate more effectively with customers, partners, and lenders

  
  

• Rental Property
  Add rental property accounts to:

  • Track rent receivable

  • Track net worth of the rental property

  • Track loan against the rental property

  • Track security deposit liability

  • Create a balance sheet

  • Create a profit and loss (P&L) statement

  Rental Property

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• Tax related

  Set up a paycheck and tax-related accounts to:

  • Simplify tax planning
  • Estimate your upcoming tax liability
  • Save time with tax preparation
  • Export Quicken data into TurboTax
  • Minimize your tax bill

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