Quicken and VeriPlan Comparison Systems and Performance

In this series of short articles, The Skilled Investor compares the functionality of the Quicken and VeriPlan financial lifecycle planners. At the bottom of this article you will find links to the previous topic and the next topic. A link is also provided that returns you to the main topic listing of this comparison.*

VeriPlan Personal Financial Life Planner

VeriPlan runs in a standalone configuration with local data storage. VeriPlan runs on any Apple Macintosh or Microsoft Windows personal computer that supports Microsoft Excel version 2002 or later.

VeriPlan automatically and instantaneously revises your complete projection after each modification.

Quicken Retirement Planner

Quicken is supported on Windows and Macintosh. Quicken Retirement Planner runs in a standalone configuration with local data storage. When you link your Quicken Retirement Planner to other personal accounts tracked in Quicken, you can automatically update these accounts to current market values for use in your Quicken Retirement Planner projection baseline.

Revised projections are developed instantaneously, after you make modifications to the Quicken Retirement Planner.

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* Lawrence Russell and Company is the publisher of The Skilled Investor and the developer of VeriPlan. The Skilled Investor has made an attempt to characterize factually the functionality of both the Quicken Retirement Planner and VeriPlan.

Lifetime Investment Portfolio


VeriPlan Financial Planning Spreadsheet Software