Quicken Subscription Membership FAQs (2024)

Is there a trial version of Quicken Subscription? I’d like to try it out.
There is no trial version of Quicken, but we do have a 30-day money-back guarantee.

Is Quicken a subscription product?
Yes. The subscription is designed so that you never go through the upgrade process again. In addition to Online Services, such as downloading transactions from your bank or syncing to your mobile device, you’ll also automatically receive new Quicken features, versions, and services as part of your Quicken subscription, so you'll always have the newest product. We no longer offer non-subscription versions of Quicken.

How much does Quicken cost? How much will renewing my membership cost?
To see our entire product lineup, including features and cost, please see our . A Quicken membership will be renewed at the current retail price. We do not anticipate any significant cost increase.

How long can I extend my membership plan?
A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership. Retail purchases: Activation codes are good for one year after purchase.

Is Quicken a web-based product? Do I need an internet connection to use it?
Like previous versions of Quicken, the Quicken Subscription product is installed on your local computer system; Quicken is not hosted on the cloud. You'll use the internet to access and download your online banking transactions. You'll also need access to the internet to activate your Quicken product and to receive the latest product updates. After you activate your product, you can enter transactions manually, offline. If you would like more information on Quicken's companion Web app, Quicken on the Web, click here.

What is the Quicken Premium Support plan? How do I access it?
Quicken Premier and Home & Business include access toour special ‘skip the line’ access to customer support. To access your Premium Support plan phone number, you can review the information in your purchase verification email, or log in to your Quicken.com account (the Premium Support phone number is listed in the upper right of the My Account page).

What are the system requirements for Quicken Subscription?
You can see the system requirements for the Windows and Mac products here.

Can I still get a CD copy?
CD copies of Quicken are still available at retail locations. You can also add a CD copy when ordering from our website for $4.99by selecting the Backup Disc option when placing your order. CD orders placed through our website may take 10-15 days to arrive. Please note, the CD copy is not necessary for installation as Quicken can be downloaded and installed directly from our website. The CD does not contain the Quicken program itself, it simply guides you to Quicken.com to download the program.

How do I download and install the Subscription Release of Quicken?
The Subscription Release of Quicken can be downloaded at Quicken.com/download. If you need instructions, click here.

On how many computers can Quicken Subscription be installed?
With Quicken Subscription, there is no limit on how many computers Quicken can be installed on. However, you will need to sign in with the same Quicken ID on each computer as the membership is linked to your Quicken ID. Also, a purchase of Quicken Subscription includes a copy of Quicken for Windows and a copy of Quicken for Mac.

Will Quicken Subscription convert my existing Quicken data?
Yes. It works just the same as previous Quicken products; after you install Quicken Subscription on your computer, you'll be prompted to convert your existing Quicken file to the new version. Note that in the past Quicken Starter didn't transfer data from other Quicken Windows versions. With Quicken Subscription, Starter on both Windows and Mac will convert Quicken files.

How many people can use my subscription?
Quicken is currently designed for one user. As a member, you can create as many data files as you need, and sync multiple data files to your mobile device, or to Quicken on the Web, with your Quicken ID. However, if you want to share your subscription with someone else, you would need to provide them with your Quicken ID and password. Please note, that anyone you provide with this information will also have access to your subscription and billing details and any synced mobile data, along with any data files on the computer(s) they have access to.

Your subscription is tied to the Quicken ID you used when you purchased or activated Quicken, not your computer.

How do I view and manage my membership information (such as payment method)?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), you can see your product version, your date of activation, and your subscription expiration date under Plan Details.

You can also manage your account settings, such as your login and password.

You can update your payment information by going to the Subscriptions section and selecting Manage Subscription.

How do I upgrade or downgrade my membership plan?
You can manage your Quicken membership in the My Account section of Quicken.com. When you log in with your Quicken ID (email address), go to theSubscriptionssection and selectManage Subscription.

Please note, a downgradecan only be made in the last six months of a subscription term.You can upgrade at any time during your subscription term, but no more than once every 30 days.

Also, anupgradeapplies immediately and prorates the remaining value of your original subscription and adds it as additional time to your new, upgraded subscription.

Adowngradedoes not prorate. The current membership plan will expire on the original expiration date and the new, downgraded plan will begin after that.

When does my Quicken membership activate--date of purchase or registration?
If you purchase directly from Quicken, your subscription is activated on your date of purchase. If you purchase from a retail store, your subscription is activated when you install Quicken and enter the activation code that came with your purchase. You can confirm your activation date by logging into your account on Quicken.com.

How do I see or change my account settings?
You can review your account settings, including service status and subscription start date, on your Quicken.com account.

How do I renew my Quicken membership?
If you're signed up for auto-renew, you don't need to take any action; you will be notified of the auto-renewal, and your credit card on file will be charged on your expiration date.

I have disabled auto-renew, how do I renew my membership manually?
If you're not signed up for auto-renew, six months prior to your membership renewal date, you'll be able to purchase your membership renewal at Quicken.com. For more information on other membership management options, click here.

How long can I extend my membership plan?
A membership can only be extended in the last six months of a subscription term. Therefore, multiple terms cannot be purchased and used at once to extend a membership.Retail purchases: Activation codes are good for one year after purchase.

What happens when my Quicken membership expires?
The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'll always have full access to and ownership of your data. You can view, edit, export, and manually enter transactions and accounts for Deluxe and higher versions, even after your subscription ends. Access to online services, such as transaction download, quotes, and mobile sync, along with access to Quicken Support, will end if your subscription does. We’ll continue to let you know about product changes and enhancements within the Quicken product. You will also see expiration messages within the program (for examples, seeHow will I know if I need to renew my subscription membership? below).

The Data Access Guarantee applies to Deluxe and higher versions of Quicken; the Starter version will become read-only upon membership expiration or cancellation.

Why can't I renew my Quicken Membership?
You can only renew your subscription in the last six months of your subscription term. When you’re within the last six months of your subscription term, just purchase your membership renewal at Quicken.com.

How will I know if I need to renew my subscription membership?
If you already have a subscription membership, you'll receive an email reminder 30 days prior to your renewal date. If your membership expires, you'll see these messages in your Quicken product:

Just click theReneworUpdate Nowoption to purchase a membership.

I've renewed my subscription butI'm still getting the expired subscription prompts.

You may just need to sign out of Quicken and sign back in. To do this:

1. Click on theEditMenuand selectPreferences.
2. In the left panel, selectQuicken ID, Sync & Alerts.

3. ClickSign in as a different user.
4. Type "yes" as promptedand clickSign Out.

5. Close Quicken and reopen it.
6. Sign back in with yourQuicken ID.

How do I cancel my Quicken membership?
You can cancel your membership at any time by contacting Quicken Support.

What if I don’t want to be automatically charged? How do I cancel the auto-renewal?
We'll notify you when your renewal date approaches, but if you prefer to cancel auto-renewal, you can find steps for that here.

What if I want a refund?
The Subscription Release of Quicken has a 30-day money back satisfaction guarantee. You can receive a full refund of the purchase price, not including shipping and handling fees, for any reason within 30 days. You are also entitled to a refund within 30 days of auto-renewal of your Quicken membership. For more information, click here.

Can I use a retail copy of the Subscription Release of Quicken to extend my membership?
Yes, but you can only redeem the activation code in the retail copy to extendyour subscription in the last six months of your current subscription term. Note: Activation codes are good for one year after purchase.

Can I use a retail copy of the Subscription Release of Quicken to upgrade my membership?
Yes, but you can only redeem an activation code in a retail copy to upgrade your subscription once every 30 days.

How do I activate my retail copy?
For instructions on product activation, click here.

What if I'm being asked for an activation code but I didn't receive one?
For more information, click here.

These banners appear when your Quicken subscription has expired. You can continue to use Quicken(see the Data Access Guarantee), but you will need to renew your subscription to restore access to online services and clear the expiration banners.

You can click Renew or Update Now to renew your Quicken Subscription and clear the expiration banners.

If you have renewed your subscription but are still seeing one of the expiration banners, you may just need to sign out of your Quicken ID and sign back in. To do this:

1. Go toEdit > Preferences > Quicken ID &Cloud Accounts. If you are unable to see your Edit > Preferences menu, continue to the next section.
2. ClickSign in as a different user.
3. Type "yes" to confirm and clickSign Out.
4. After you sign out, sign back in with the same Quicken ID.