List of Quicken Personal Finance & Money Management Customers
Menlo Park, 94025, CA,
United States
Since 2010, our global team of researchers has been studying Quicken Personal Finance & Money Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Quicken Personal Finance & Money Management for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Quicken Personal Finance & Money Management for ERP Financial include: Diocese of Harrisburg, a United States based Non Profit organisation with 3000 employees and revenues of $650.0 million, Loyola University New Orleans, a United States based Education organisation with 920 employees and revenues of $149.0 million, Paramus School District, a United States based Education organisation with 700 employees and revenues of $96.0 million, Caldwell County, NC, a United States based Government organisation with 600 employees and revenues of $65.0 million, Kennebunk Savings, a United States based Banking and Financial Services organisation with 350 employees and revenues of $65.0 million and many others.
Contact us if you need a completed and verified list of companies using Quicken Personal Finance & Money Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Quicken Personal Finance & Money Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ariba Oil | Oil, Gas and Chemicals | 30 | $4M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2004 | n/a |
In 2004 Ariba Oil implemented Quicken Personal Finance & Money Management to centralize financial operations and establish a structured ERP Financial bookkeeping environment for the 30-person oil and fuel distribution firm. The deployment was positioned to replace manual bookkeeping processes with an application-centric workflow that supported the company as it scaled to a multi-million gallon operation.
Quicken Personal Finance & Money Management was configured to manage core bookkeeping functions including maintenance of the general ledger, bank reconciliations, billing and deposits, and daily cash posting. Functional capabilities implemented included accounts payable and accounts receivable processing, payroll tax and monthly fuel tax payments, electronic funds transfer setup for vendor payments, inventory tracking and reconciliation, and a customer account database ingest for 4,000 active and 8,000 potential customers.
Operational coverage spanned accounting, billing, customer service and cash management, with the finance team handling approximately $100,000 in monthly AP/AR activity and daily bank deposits through the Quicken instance. Integrations explicitly established included electronic funds transfer accounts with banking providers and periodic accountant reviews, with the accounting team conferring quarterly to reconcile the general ledger and prepare tax filings.
Governance and process restructuring emphasized establishing and maintaining a bookkeeping system from company launch through growth, migrating manual processes into the Quicken environment and formalizing routines for reconciliations, deposits, EFT flows and customer data management. Routine operational controls included weekly payroll tax remittances and monthly fuel tax processing, with Quicken Personal Finance & Money Management serving as the primary ERP Financial system for day to day financial operations.
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C L J Construction | Construction and Real Estate | 10 | $1M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2009 | n/a |
In 2009, C L J Construction implemented Quicken Personal Finance & Money Management as its ERP Financial application. Quicken Personal Finance & Money Management was used to maintain bookkeeping for payroll and for vendors and suppliers, establishing the firm s primary financial ledger and cash flow tracking for a small, ten person construction operation.
Operationally the deployment supported combined financial and field coordination responsibilities, with staff managing phones, emails and faxes to ensure client satisfaction and timely job completion. The system underpinned bookkeeping for payroll and vendor payments while day to day job coordination included scheduling various vendors and crews and coordinating daily delivery of materials to each job site, centralizing financial recordkeeping and operational scheduling within the company s business functions of accounting, operations and vendor management.
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Caldwell County, NC | Government | 600 | $65M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2018 | n/a |
In 2018, Caldwell County, NC implemented Quicken Personal Finance & Money Management. Caldwell County deployed Quicken Personal Finance & Money Management as an ERP Financial solution to support county accounting functions across the finance office and energy assistance programs.
Implementation was configured to support fund accounting and account management, with staff using Quicken to manage donated funds and to maintain balances in purchase order subsidiaries. The system was used to record and reconcile daily bank deposits and to process payment requests for energy assistance programs including LIEAP, CIP, Work First, and LIHEAP.
Operational coverage is centered on the county finance team in Lenoir, NC, with day to day execution by roles such as Accounting Technician II. Business functions impacted include program payment processing, procurement bookkeeping and purchase order maintenance, bank reconciliation, and vehicle fleet cost tracking, indicating use of the application for routine municipal financial operations.
Governance and workflow implementation emphasized transaction level controls and operational procedures, for example completing purchase orders, maintaining PO subsidiary balances, managing donated accounts through Quicken, and completing daily deposits. The deployment reflects a focused ERP Financial use case for county government financial administration rather than a broad multi enterprise consolidation.
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City of Newbern, TN | Government | 50 | $5M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2014 | n/a |
In 2014 City of Newbern, TN provisioned Quicken Personal Finance & Money Management to support municipal cashiering and core bookkeeping for a 50 employee local government. The deployment emphasized desktop and office workstation use to record daily transactions, maintain receipts, and reconcile cash and bank records, leveraging Quicken Personal Finance & Money Management ERP Financial capabilities for small government accounting and cash management.
Operational scope centered on cashier functions including new service setup, utility payments, property tax collection, miscellaneous payments, daily drawer balancing, and preparing bank deposits, with the same system used for routine bookkeeping and year end tax preparation tasks. Staff received training to perform payroll backup using the application, and operational controls were implemented around daily reconciliation, deposit processing, and monthly reporting, aligning the Quicken Personal Finance & Money Management ERP Financial instance with municipal finance, cashiering, utility billing, tax collection, and payroll continuity workflows.
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County of Scurry, TX | Government | 200 | $25M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2013 | n/a |
In 2013 County of Scurry, TX implemented Quicken Personal Finance & Money Management to manage core financial workflows for its Community Supervision and Corrections Department, aligning the deployment with ERP Financial responsibilities for budgeting, client payments, and expense tracking. The rollout centered on county TAIP operations based in Snyder, TX and supported program-level financial administration across that office.
Quicken Personal Finance & Money Management was configured to centralize quarterly and annual budgeting, prepare client payment letters in accordance with the program Payment Guidelines, and maintain fund and case level expense records. The implementation consolidated counselor-submitted payroll and mileage data for validation and supervisor submission, and supported routine reconciliation and financial recordkeeping consistent with ERP Financial functional workflows.
The application operated alongside Microsoft Excel, which was used to maintain monthly lists of pending, active, and discharged clients; Excel functioned as an operational ledger while Quicken handled budgeting and payment tracking. Operational coverage extended to the TAIP Coordinator, four counselors, probation officers, county directors, and coordination with two Intensive Residential Treatment Centers and Canyon Reef Outpatient Services across 31 counties.
Governance and workflow changes were organized around the TAIP Coordinator role, which approved or disapproved client treatment admissions, issued payment correspondence, gathered and checked payroll and mileage for counselors, and maintained client financial files. Regular staff and director meetings and periodic site visits were retained as part of ongoing controls, with Quicken Personal Finance & Money Management embedded into the approval, aggregation, and reconciliation processes.
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Non Profit | 3000 | $650M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2013 | n/a |
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Government | 250 | $25M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2016 | n/a |
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Non Profit | 20 | $2M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2015 | n/a |
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Construction and Real Estate | 10 | $50M | United States | Quicken | Quicken Personal Finance & Money Management | ERP Financial | 2006 | n/a |
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Buyer Intent: Companies Evaluating Quicken Personal Finance & Money Management
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