Three Game-Changing Updates for Quicken Business & Personal
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Running your own business means wearing a lot of hats. You’re the CEO, the accountant, the marketer, and everything in between. We’ve heard you loud and clear: you need tools that work as hard as you do, saving you time on the financial stuff so you can focus on what really matters—growing your business and living your life.
That’s why we’re thrilled to share three new features for Quicken Business & Personal. Each one addresses specific challenges you’ve told us about, and we think you’re going to love how much easier they’ll make managing your finances.
Estimated quarterly taxes: Finally, a tax calculator that gets it
If you’re self-employed, you know the quarterly tax dance all too well. Every three months, you’re supposed to figure out how much to send to the IRS based on… well, your best guess about fluctuating income, deductible expenses, and whatever else might affect your tax bill. Get it wrong, and you could face penalties. Or you might overpay and give the government an interest-free loan.
Coming in July, our new Estimated Quarterly Tax Calculator takes the guesswork out of the equation.
Here’s what makes it different: Instead of throwing you into a complicated form right away, we’ll start with a pre-screening questionnaire. Think of it as a friendly conversation that helps us understand your specific tax situation. We’ll ask the right questions up front so the calculator can give you personalized, accurate estimates without feeling overwhelming.
How it actually works
Once we understand your situation, the calculator does the heavy lifting:
Smart projections: We’ll pre-fill the form based on how you’ve categorized your transactions throughout the year. No more manually entering every income source and expense category—we already know this from your day-to-day use of Quicken Business & Personal.
Future quarter estimates: Income can be unpredictable when you’re self-employed. Maybe Q1 was slow but Q2 was your best quarter ever. The calculator lets you adjust projections for future quarters, so your estimates stay realistic as your business evolves.
Automatic payment reminders: Once you’ve calculated what you owe, we’ll create scheduled transactions for each quarterly tax due date. No more scrambling to remember when payments are due or how much you planned to pay.
Multi-year tracking: Tax situations change from year to year. Maybe you incorporated, moved states, or had a particularly good (or challenging) year. The calculator saves your estimates for multiple years, making it easy to see trends and plan ahead.
The best part? This all happens within your regular Quicken Business & Personal workflow. Your business income and expenses are already tracked and categorized, so estimating taxes becomes just another natural part of managing your finances—not a separate, stressful event four times a year.
Sticky reports: Set it up once, use it forever
We heard you. You’ve spent 20 minutes setting up the perfect profit and loss report—filtering by specific categories, choosing exactly which columns to display, getting the date range just right. Then you close it, come back next week, and… you have to set it all up again.
Not anymore.
Soon, reports in Quicken Business & Personal will remember exactly how you left them. We call this “Sticky Reports,” and it’s going to save you more time than you might think.
What “sticky” really means
When we say reports are sticky, we mean they remember everything:
- Filters: Selected specific categories? Filtered by certain tags, clients, or projects? All remembered.
- Display preferences: This includes your accounting method (cash vs. accrual), line height preferences, and any other visual settings that make the report easier for you to read.
- Date ranges: Did you set a report to show you this year’s numbers? Last month’s numbers? You won’t have to start over when you bring up the report again later.
- Graph settings: When you have a graph set up just how you like it, Quicken Business & Personal will remember your choices, so you can see what you want to see without any extra effort.
Every report becomes your report, set up exactly how you like it.
Include expense receipts with invoices: Because your clients need proof
Here’s a scenario we’ve heard from many of you: You’re a personal chef who bills clients for your time plus the cost of ingredients. A consultant who travels on behalf of clients. A contractor who purchases materials for specific jobs. In all these cases, your clients don’t just want an invoice—they need to see the receipts.
Until now, that meant a tedious process of scanning receipts, organizing them separately, and attaching them to emails alongside your invoices. Now, Quicken Business & Personal handles it all in one smooth workflow.
The complete invoice package
Here’s how the new feature brings everything together:
Receipt capture: You’re already snapping photos of receipts with the Quicken Business & Personal mobile app (if not, you should be—it’s a game-changer for expense tracking). Now those receipts aren’t just for your records.
Automatic attachment: When you create an invoice that includes expenses, you’ll see a new option: “Include expense receipts.” Check that box, and every receipt attached to those expense transactions automatically becomes part of your invoice package.
Smart PDF generation: When you preview or send the invoice, Quicken Business & Personal creates a single PDF with your invoice first, followed by all relevant receipts. Multiple receipts for one transaction? Multiple pages for one receipt? No problem—everything’s included in the right order.
Client-friendly delivery: Your clients receive one professional PDF with everything they need. No more “see attached” emails with five different files. No more follow-up requests for missing receipts. Just clean, complete documentation that makes approvals and reimbursements faster for everyone.
Control at your fingertips
We know not every invoice needs receipts attached. Maybe some clients trust you implicitly, while others need documentation for everything. That’s why receipt inclusion is always your choice:
- The setting is off by default, so nothing changes unless you want it to
- You can toggle receipt inclusion on or off for each individual invoice
- All your receipts remain securely stored in the app whether you include them with invoices or not
This feature works seamlessly between mobile and web. Capture receipts on the go, create invoices from your desktop—everything syncs automatically so your receipts are always ready when you need them.
Built for you, by listening to you
These three features might seem different on the surface—tax calculations, report customization, receipt management—but they share something important. Each one came directly from your feedback. Each one solves a real problem that real users face every day.
That’s how we build Quicken Business & Personal: by listening to what slows you down, what frustrates you, what takes time away from your real work. Then we craft solutions that feel natural, save time, and just make sense.
Together, these features continue our mission to give you back time—time to grow your business, time to serve your clients better, time to actually enjoy the flexibility that being your own boss should provide.
The estimated quarterly tax calculator and sticky reports are coming soon, while the receipt inclusion feature is available now. Keep an eye on your Quicken Business & Personal app for updates. We can’t wait to hear how much time these features save you.
Because at the end of the day, that’s what it’s all about: giving you the tools to manage your finances efficiently so you can focus on what you do best. Whether that’s cooking amazing meals, providing expert consulting, building beautiful spaces, or whatever your business passion might be—we’re here to handle the financial details so you can handle everything else.
Your business. Your way. With a lot less hassle.
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