Quicken vs PocketSmith

Quicken9.3Visit PocketSmith8.6Visit

Higher score Quicken #1 in Personal Finance Software 9.3/10 Paid ✓ 4 of 4 features Visit Quicken

vs

PocketSmith #7 in Personal Finance Software 8.6/10 Free plan Free plan✓ 4 of 4 features Visit PocketSmith

• Quicken fits best

  Mature all-around personal finance management

• PocketSmith fits best

  Forecasting-focused personal finance

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Side by side

Feature	Quicken 9.3/10 Visit ↗	PocketSmith 8.6/10 Visit ↗
At a glance
Editor score	9.3	8.6
Ranking	#1 in Personal Finance Software	#7 in Personal Finance Software
Best for	Mature all-around personal finance management	Forecasting-focused personal finance
Pricing model	Paid	Free plan + paid
Starting price	$6.99/mo (best)	$9.99/mo
Free plan	—	✓ (best)
Free trial	—	—
Deployment	Cloud, Desktop, Mobile	Cloud, Desktop, Mobile
Platforms	Web, Windows, macOS, iOS, Android	Web, Windows, macOS, Linux, iOS, Android
Integrations	2 integrations	1 integrations
Features Quicken 4/4 · PocketSmith 4/4
Budgeting tools	✓	✓
Bill tracking	✓	✓
Net-worth tracking	✓	✓
Report export	✓	✓
Specs
Account sync	Both	Both
Mobile apps	Both	Both
Our review
Pros	Covers budgets, bills, net worth, investments, and tax reports Supports web, Windows, macOS, iOS, and Android access Offers automatic account updates plus manual entry and QFX import	Projects future balances across periods from 6 months to 60 years Supports flexible budgets, bill scheduling, and net-worth tracking Available on web, desktop, mobile, API, and multiple operating systems
Cons	No free plan is available Features and availability vary by product and platform Designed for use in the U.S. and Canada	The Free plan is limited to 2 accounts and 2 dashboards Only Sharesight is listed as a named integration Longer projections and expanded bank connections require paid tiers
Our verdict	Quicken is personal finance software for individuals, couples, households, freelancers, and small-business owners. It brings together category-based budgets, spending categorization, connected-account updates, bill reminders, investment… Read the review →	PocketSmith is personal finance software for individuals and households that want more than transaction tracking. It combines automatic bank feeds and manual bank-file imports with flexible budgets, calendar scheduling for upcoming bills,… Read the review →

Strengths and trade-offs

• Quicken — where it wins

  • Covers budgets, bills, net worth, investments, and tax reports
  • Supports web, Windows, macOS, iOS, and Android access
  • Offers automatic account updates plus manual entry and QFX import

  Where it doesn't

  • No free plan is available
  • Features and availability vary by product and platform
  • Designed for use in the U.S. and Canada

• PocketSmith — where it wins

  • Projects future balances across periods from 6 months to 60 years
  • Supports flexible budgets, bill scheduling, and net-worth tracking
  • Available on web, desktop, mobile, API, and multiple operating systems

  Where it doesn't

  • The Free plan is limited to 2 accounts and 2 dashboards
  • Only Sharesight is listed as a named integration
  • Longer projections and expanded bank connections require paid tiers

• Quicken9.3/10 · Paid

  A mature all-around finance suite with broad tracking, reporting, and account-update tools.

  Visit QuickenFull verdict →
• PocketSmith8.6/10 · Free plan

  A forecasting-focused finance tool with flexible budgets, projections, and broad platform coverage.

  Visit PocketSmithFull verdict →