1 August 2008 Quicken 2008. 2 In this deck…  The state of personal finance today  Brief Quicken overview  What’s new for Quicken in 2008  Summary/Questions.

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Presentation transcript:

1 August 2008 Quicken 2008

2 In this deck…  The state of personal finance today  Brief Quicken overview  What’s new for Quicken in 2008  Summary/Questions New Product Sneak Peek

3 The Problem Facing Consumers  Millions living beyond their means  Personal savings at lowest since the Great Depression (In 2006, Commerce Department reported lowest savings rate in 73 years)  41 percent of workers live paycheck-paycheck (CareerBuilder.com survey )  More complex bill-paying and banking environment  Intuit’s market research showing consumers visit 20 different sites to pay bills  On an average weekday, 16 million Americans do online banking – 5x the number who go into a bank (Source: The Pew Internet & American Life Project)  Debt in the United States is at an all-time high  Excessive credit card usage  Lack of education on personal finance  Students graduating with major debt from student loans  The number of 18 to 24-year-olds declaring bankruptcy has increased 96% in 10 years, according to the Richmond Credit Abuse Resistant Education Program  Most don’t know where to start  Pen and paper still rampant  Many people rely on their bank balance to tell them how much money they have  Mindset that personal finance tools are hard to use

4 Snapshot of Quicken  Intuit history of Customer Driven Innovation  Understands the problems facing consumers and the best way to address their needs  Delivering leading personal finance products for almost 25 years  Quicken is the #1 selling personal finance solution and more than 14 million users  Breakthrough Year for Quicken in 2007  Total redesign of homepage to easily see Money in, Money Out and What’s Left  One-step update  A better connected experience  This year’s approach was to tackle the next biggest problems facing consumers and home-based business owners

5 Right For Me Quicken 2008 Focus: Helping people solve critical key financial jobs at the point of their personal financial need. $29.99 $59.99 $89.99 $99.99 Quicken Starter Edition: For those new to managing personal finances and first-time Quicken users. Key Benefit: Track Spending Key Benefit: Maximize Savings Quicken Premier: For those who want to take their investment portfolio to the next level. Key Benefit: Manage Investments Quicken Home & Business: For people who co-mingle business and personal finances. Key Benefit: All-in-one financial management Quicken Deluxe: For young and growing families who want a better handle on saving and spending. NEW!

6 Starter Edition Home Page Starter Edition home page shows a quick snapshot of all your online accounts to help you see money coming in, including your paychecks, money going out, and what’s left to spend each month.

7 Sneak Peek at Quicken Online  Designed for those who prefer a Web- based solution to manage their personal finances.  Focused on helping consumers solve critical jobs: tell me where I’m spending my money; remind me when my bills are due; and tell me how much money I really have.  Maximizes Intuit’s years of experience and expertise in developing market- leading personal finance tools.  As the leader in the space, Quicken is the right company to deliver the solutions that meet the varied needs of consumers.  Additional details will be announced at a later date.

8 Summary  Quicken 2008 expanded its offerings with powerful new functionality to meet any level of personal financial management need.  Right for me solutions from the basics, all the way to complex joint business and financial management.  As the leader in the space, Quicken is the right company to deliver the solutions that meet the varied needs of consumers.

9 Additional Information PR Contacts: Jodi ReinmanClint Bagley Tel: Tel: For more information, including product screen shots, box shots, Fact Sheet and Reviewers Guide: Visit the Quicken 2008 online media kit at