Each year I upgrade to the newest version, and each year I regret spending the money. I’ve used Quicken to manage my finances, both business and personal, since its pre-Windows days.
The software is slick and user-friendly and mostly logical. Quicken will help you prepare a budget and scold you when you don’t stick to it. If you use TurboTax, taxable categories can be imported from Quicken. It will allow you to print charts and graphs of how much money you earned and how much you spent in the budget categories you’ve created. If you’ve conscientiously entered and downloaded your financial transactions during the year, the accounting software for non-accountants will neatly categorize them into the taxable and non-taxable categories you’ve set up. At tax time there’s nothing as helpful Quicken.