Quicken Personal Finances Deluxe 2007 [OLDER VERSION]

by Intuit

Product Features

• No rebate needed - not eligible for Intuit mail in rebates.
• Tracks your checking, savings and credit card accounts all in one place
• Write and print checks from your computer or pay bills online; set reminders about upcoming payment due dates to avoid late fees and penalties
• Connect with over 4,000 participating financial institutions to download your bank and credit card information for easy reconciliation
• Find hidden tax deductions and transfer your data directly to TurboTax software

Product Details

• Shipping Weight: 2.4 ounces
• Shipping: Currently, item can be shipped only within the U.S. and to APO/FPO addresses. For APO/FPO shipments, please check with the manufacturer regarding warranty and support issues.
• ASIN: B000GHV6N2
• Item model number: 298335
• Date first available at Amazon.com: October 2, 2001
• Average Customer Review: 2.5 out of 5 stars  See all reviews (122 customer reviews)
• Amazon Best Sellers Rank: #4,585 in Software (See Top 100 in Software)
  • #84 in Software > Personal Finance > Money Management

Product Description

Amazon.com

If you know how to track your finances through your check book, you'll find Quicken Deluxe 2007 a breeze to use. Just like your checking account, Quicken Deluxe lets you easily track where you money goes and where it comes from. But unlike your checkbook, which can take hours to balance, Quicken Deluxe 2007 can help you reconcile your bank statements in a matter of minutes. With more than 123 customer-suggested improvements over the 2006 version, Quicken Deluxe 2007 is designed to make tracking your personal finances easier than ever.

Get help choosing which version of Quicken 2007 is right for you.

Stay on top of your cash flow and expenses with Quicken Deluxe's simple, yet powerful, interface. View larger.

Quicken Deluxe 2007 lets you control your spending. With a single click, you can run reports that will show you exactly where you're money is going, and how much is coming in. You'll never find budgeting your finances so easy. Compare Quicken Deluxe to other versions.

Pay Bills On Time, Every Time
With improved tools to help you control spending and pay bills on time, Quicken Deluxe 2007 gives you the option of either writing and printing checks from your computer, or paying them directly online. An easy-to-use reminders feature, along with an easy-to-read calendar means that you'll never have to pay another late fee or penalty again. Simply set the reminder, or set your automatic online payment, and you're all set.

Tax Time? No Problem!
When it's time to check in with the tax man, Quicken Deluxe 2007 will take care of you. By letting you transfer your data directly into TurboTax software (sold separately), you'll avoid hours of headaches trying to gather all the information you need for the IRS, and you'll greatly reduce the possibility of losing important data that could save you money in taxes. Plus, you can attach important tax-related documents so you'll always know where to find them come tax time.

Planning for Today and Tomorrow
Quicken Deluxe 2007 is designed to give you the control you need over your home finances. An improved access to all of your accounts from one place and with just one password, and improved compatibility with more than 4,000 participating financial institutions, means that you'll have all the information you need about your balances at your fingertips at all times.

Easy-to-use tools help you plan for the future. View larger.

Quicken will save you time by letting you download your bank and credit card transactions, so you can easily track your checking, savings and credit card accounts all in one place. Because Quicken does all the math for you, you'll not only be able to reconcile your statements in minutes instead of hours, you'll also feel absolutely confident that your finances are accurate.

With Quicken Deluxe 2007 you can easily create and follow a budget, so that you can always have a compete, accurate view of what's coming in, what's going out and what's left over at the end of the month. With improved image attachment for statements, checks and other records, and a new homepage that lets you more easily view your financial situation, Quicken Deluxe 2007 is designed to empower you with all the tools that you need to keep your family finances in order.

But managing how you spend your money today is only part of the challenge. Quicken Deluxe 2007 is designed to help you plan for the future as well. Quicken makes it simple to plan for a vacation, new home, tuition, retirement and much more. You can also analyze your net worth by tracking your assets and liabilities and net worth through detailed, easy-to-read charts and graphs that show you both the big picture and the finer details.

Product Description

Plan, save and control your finances with Quicken Deluxe 2007. Quicken lets you see your finances your way, instantly. Now it's easier than ever to manage a personal budget, pay bills on time, track your investments, maximize tax deductions - and find more ways to save. Quicken Deluxe 2007 includes all of the tracking and budgeting features of Quicken Basic.

Customer Reviews

Most Helpful Customer Reviews

81 of 82 people found the following review helpful:

3.0 out of 5 stars From A Converted MS Money User...., January 10, 2007

By 

BB (Upstate, NY) - See all my reviews

This review is from: Quicken Personal Finances Deluxe 2007 [OLDER VERSION] (CD-ROM)

I just migrated from MS Money 2007. I've been a user since 2002 (versions 2002 & 2004). I was very happy with Money 2004, but was forced to upgrade to 2007 to continue online services. Some features that were important to me were removed (bill multi-selection with immediate account balance projection and Money Express as a bill reminder). So I decided to finally make the jump to Quicken.

The bad: My first impression, after coming from Money's clean interface, is the busy clutter of the home page. Money didn't use windows (how ironic) like Quicken does. If you keep opening reports, and jumping to other areas, you'll find yourself with piles of windows at the bottom of your screen. I found the navigation clumsy and it was difficult to see the whole screen at my preferred screen resolution of 800 X 600. And, why no option to keep Frequent Flyer Accounts for the very common rewards programs that are out there?? It can be done with an "Asset" account, but I thought there would have been an option for it. And I think the cash flow projection can be improved. Although I like the calendar that shows my upcoming transaction and the impact on my checking account, in the last version of Money (NOT 2007-it's why I left) in the Bills screen I could multi-select several bills and get a projected outcome of my balance. That was a GREAT feature! I hope Intuit considers something like that on its calendar or in the bill screen (I've already written twice to suggest it).

The good: Reports, reports, reports. You can print from practically any screen. Beautiful reports. And you can attach files to your transactions. And, far more customizable than Money. I like the weblinks right on the bill pay screen so I can go right to my payee's website. (Money made that a two step deal to try to get you go with its MSN Bill Pay service. Why should I if I get it from Citibank for FREE!??)
And, the Bill Reminder is okay (Money did away with its "Money Express" for security reasons, yet another useful feature that I grew to depend on). But, I don't like that the Bill Reminder program does not require a password and will show anyone who cares to click on it all my upcoming transactions. Why no password protect?? And, it doesn't run on the taskbar, so once you close it after startup, it's gone until you (or anyone else at all, as I already said) cares to open it again.

And did I go through hell to convert my Money 07 file! I had already researched the reasons why the data converter that Quicken provides on its website would not convert my Money file and what my options probably were before contacting Intuits "Live Chat" support. After being annoyed by having to repeat everything I already typed to the techie and finding he was just going to the forum and doing the reading I had already done, I made a request to be elevated to higher tech support. After reiterating what I had read on the forum, the tech gave me a link to get the Quicken 02 version that I knew I needed. I then had to shorten all my Money account names and categories, export the .QIF files for EACH account. Install Quicken 02. Import each .QIF account. Start Quicken 07 and convert the Quicken 02 file. My data was a little quirky because I some categories became payees and detached from their transactions, but so far my balances look right. I downloaded my transactions from my bank and credit card companies in little time.

Overall, I think I've decided to keep Quicken. I sure went through a whole day or two trying to get the data converted and looking right, so I already feel commited. It does seem to be ahead of Money somewhat and I'll get used to the interface. Anyone looking to try either product, don't forget to backup your data file somewhere that is not in the original directory, so it is not over-written. Several backups are wise.

Hope this helps.

Update: January 12, 2007

I am sticking with Quicken for sure. After constant "tweaking" I have become accustomed to the home screen and the navigation and would not switch back to Money even if it was free. I love the "go" links that are on my bill page making it easier to go to my payee's website. The only convenience Money provided in its update centered on you signing up for its online bill payment service. The calendar with the optional running balance is very handy at-a-glance, especially the ability to add notes to it. I am glad I took the time to convert my file. It was worth it and I would now give this product 4 stars (because of the difficulty with the data converting).

Updated 01/23/07:

My earlier review was premature. Although I do like the customizability of the software, it has alot of problems downloading transaction. Sometimes it will get your transactions from your financial institution and bring them home, and sometimes they just disappear. Even importing files is difficult. It is very quirky. And I am computer literate. I went and downloaded an MS Money 2007 trial (I was originally running Money 04 and upgraded to Money 2007 on January 1st with 30 days money back refund. Not being thrilled with it, I tried Quicken a week later and liked Quicken better so I got my money back from Microsoft). Although I had issues with Money 2007 removing some features, it at least was dependable and kept my accounts up-to-date. I am giving Quicken another 30 days (and have spent hours on its forum) to figure out its issues (it has a 60 day return policy). In the interim, I am updating my transactions in both programs. (I should add that to convert my Quicken file to Money took all of a minute. Not so to convert my Money file to Quicken -- that took over two days and required downloading a prior version of Quicken!) I will update one more time. Hope this helps someone.

Updated 2/3/07:

Last update. I have come to a complete understanding of Quicken. One not so immediately apparent difference between it and Money is when you download your transactions via web connect (when you go to your bank's website yourself, as opposed to direct connect, where your program does background banking for you) Quicken will NOT let you re-download transactions that it already imported. Even if you deleted a transaction something by accident. It "remembers" it had already imported that transaction. Money will let you import as many times as you want to. If you really had to re-download to Quicken, you would have to delete your cookies first. Overall, this is not a problem. Quicken allows you to very easily manage your data files with backup, copy, rename options right from the program. I find it a far superior product than MS Money 2007.

UPDATE: 07/25/08
Still with Quicken Deluxe 2007. No complaints. I will be upgrading when they tell me my internet services have expired, which will probably be 2009.

45 of 46 people found the following review helpful:

1.0 out of 5 stars Worst quicken release in the last 4 years, December 4, 2006

By 

Greenband (Plano, TX United States) - See all my reviews

This review is from: Quicken Personal Finances Deluxe 2007 [OLDER VERSION] (CD-ROM)

I've been a very loyal quicken user since 1998. I've been generally happy with the product. However, similar to Microsoft Office, Quicken hasn't really added additional useful functionality for most users the past several years. I rate this one star, although I would give zero if it were an available option.

I invest heavily in equities and options plus use have a variety of online accounts. The online services for Quicken 2007 are slow, buggy, don't work sometimes, and occasionally cause spontaneous shutdowns. I work for a software company and this looks like a product rushed out the door because some VP had bonus money at stake.

Quicken 2007 adds absolutely nothing useful for most people using Quicken 2006. After patch release #2 the product is still just as bad. As a public service please stick with Quicken 2006 - skip Quicken 2007 and hopefully Intuit gets it right in 2008.

Quicken 2007 has become a walking billboard as Intuit looks for any way to make an extra buck from a relatively loyal user base by advertising Quicken credit cards, mortgages, etc. In my opinion Intuit is moving away from their core mission of providing excellent financial management software for the home user.

131 of 144 people found the following review helpful:

1.0 out of 5 stars Bugs Bugs and More Bugs, September 9, 2006

By 

M. Day "Voracious Reader" (Locust Grove, VA USA) - See all my reviews
(REAL NAME)   

This review is from: Quicken Personal Finances Deluxe 2007 [OLDER VERSION] (CD-ROM)

I have used Quicken since the first version - and been a bigot in their favor. Not right now. 07 version is horribly bug ridden.

Tells me I am out of memory, but when I do a memory dump I have over 600meg free of physical memory, tells me I have low space on a hard drive with 40gbytes free. Ok, so the warnings are wrong. I can handle that.

When I download, most accounts work fine. But one account of 3 I download from my bank suddenly does not work correctly. It downloads transactions - they show in on-line center and match what is online at bank, but when you go to the account register to accept them, it says no transactions exist, but account list shows flag for transactions and mouse over says I have new ones to accept.

Ok so some problem, and if it weren't my main checking account I might be more tolerant, but it is and I need it to work. So I go online and search FAQ's - do all the recommended clean-ups - works once kind of - at least finally got things done. Then it stops again (mind you 10 others work fine but are smaller in transaction volume by one or two magnitude.) I try to do email support, but they require order number which when I take it off their email confirmation is one digit longer than field on form, so it won't submit. Try the chat feature, it won't go thru, try feedback, it abends. Tried each of these during workday, at night, and on weekend - same result. Makes one think they want you to use the pay by minute call line? Very frustrated with them right now. Have sent them actual screen shoots of problems - hope they fix, but getting very doubtful of results.

I am a CTO of a major company and have a lot of understanding for bugs - these are complex systems to be sure, but this is unacceptable to have bugs and poor support functions; and sell me an 07 version that is not much better than the 04 version I had been using successfully for years.

I am trying Money 07 trial version!