An Update from Eric Dunn, Quicken CEO
Dear Quicken Simplifi User,
It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have relied on Quicken to manage their financial lives with confidence. Earning and retaining their trust has been our proudest accomplishment.
But we’re not standing still. We’re continuing to expand capabilities across our products, to apply AI in ways that are genuinely useful, and to deliver secure, reliable connections to the financial institutions and data sources you depend on.
Now, on to the product updates.
Quicken Simplifi and Quicken Classic
Quicken Simplifi remains the top choice for new Quicken users. Since my last letter, we released persistent reports settings and filters, along with the ability to print and export to PDF and Excel. We also added mobile device widgets for investments, enhanced transaction rules with IF-THEN conditions, provided dashboard customization, and added Kelley Blue Book integration for vehicle pricing. Very recently we deployed a completely new implementation of the transaction list/register which … just works better.
Also new (in Early Access) are net worth tracking and “privacy mode” that lets you show someone how Simplifi works (please do, by the way!) without the actual numbers being on display. And last but not least, we have made our AI feature, “Quicken Assist,” available to our Early Access users. We carried out over a year of internal testing and re-working of our AI feature before coming up with this version, which has now crossed the threshold from novelty to being genuinely useful. For example, you can ask Quicken Assist to analyze “discretionary expenses” or to find and propose categories for uncategorized transactions. Give it a try!
The Quicken Classic products remain our flagship offerings. On Windows, we’ve launched our most capable Quicken yet: Quicken Classic Family Enterprise — a new way to manage complex, multi-entity finances in a single Quicken file. If you oversee personal finances alongside businesses, trusts, partnerships, or family members’ finances, you can organize accounts into distinct entities, each with its own focused view, while still seeing the consolidated picture when you need it. Run reports across multiple entities, or focus on just one at a time. You can also securely share specific entities through Quicken on the web, giving trusted family members or partners read-only or full access to specific entities. Quicken Classic Family Enterprise includes major enhancements to bill pay, with 5,000+ reliable electronic payees, register-based bill pay entry, and up to 100 payments per month, plus new capabilities for handling investment partnerships. Quicken Classic Family Enterprise customers also get access to our top-of-the-line “Executive Customer Care” service and Online Backup.
All the Quicken Classic versions now benefit from upgrades made last year to our bill presentment and payment services, and we will continue to enhance these areas in the years ahead. All our Classic products also work smoothly with the new Online Backup add-on that we launched last year; it is a reliable, economical, and unobtrusive way to back up your Quicken file, and does exactly what it is supposed to.
On the Quicken Windows product, we continue to work on smoothing out the rough places, for example, with a slick makeover for global search and several user-requested tweaks to the new Memorized Payee Rules — including categorization rules based on amount or account. In the area of Investments, the portfolio X-Ray feature has been modernized and now includes an optional AI summary. There are additional options for handling downloaded money market funds, and you can now import investment transactions from a CSV file. We are also working on some additional improvements to automatic categorization … stay tuned!
Quicken Mac has seen significant improvements to investments, with a new Portfolio Value report and CSV price import among other changes. There’s also a new “balance over time” graph for banking registers and more flexibility with the dashboard cards. In addition, Quicken Mac Business & Personal now fully supports the same modern e-invoicing and invoice payment system, including electronic invoice payments via Stripe, that we launched with our cloud Business & Personal product in early 2025.
New Products and Care
Quicken Business & Personal, our cloud-based app for individuals who need to manage business activities as part of their financial life, is now a year old and is doing very well. Since the time of my last letter, we have made it easier to print, export, and re-use reports; we have added estimates and sales receipts; we have improved the application of funds from Stripe accounts; and we have added a tax estimator to calculate estimated taxes. Coming soon, we will be adding flexible item management for invoice and sales receipt line items and saved reports.
Quicken LifeHub is now in its second year, and we have focused our work in three areas: delivering a full-function mobile app alongside the web version, providing calendar-based reminders, and making it easier to add items, including with our AI-assisted Quick Add, as well as with more smart folders. Additional Add-Item enhancements will be coming soon, including making it easier to use your phone to add items.
In Customer Care, we continue to focus on training and tools for our Care agents. In addition, AI lets you get answers and support at any hour of the day, offers to handle a number of less complex customer issues, and provides a speedy referral to a human Care agent where appropriate (or requested). This means our agents can focus on the more complex issues, giving you faster, more attentive service when you need it.
Closing Thoughts – 10 Years On
Your finances are important. We take seriously our responsibility to provide secure, reliable tools that you can depend on year after year. As a company, we will continue to do our utmost to “Do the right thing and do things right.”
Thanks for being part of the Quicken family on our 10th anniversary. We hope to continue to serve you for decades to come.
Eric Dunn
CEO
Quicken Inc.
-Coach Natalie