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Description

Keep a comprehensive record of all aspects related to your rental properties, including property values, bank accounts, loans, essential documents, tenant lists, income sources, and expenses. The rental dashboard provides an overview of your properties' statuses, occupancy rates, and rents collected, all accessible at a glance. You can efficiently manage tenant contact details, lease agreements, as well as move-in and move-out dates, along with the corresponding security deposits. Quicken allows you to store lease conditions, rental rates, and security deposit amounts seamlessly. Monitor your rental income and spending directly linked to your bank accounts or credit cards. Generate Schedule E and other tax-related reports to streamline the tax preparation process. Over 20 million members have relied on Quicken to manage and enhance their financial well-being for more than thirty years. Consolidate your checking, savings, and credit card accounts in one centralized location. Quicken automatically downloads and categorizes your transactions, simplifying your financial tracking. Establish a straightforward monthly budget to monitor your spending habits and ensure you are setting aside the desired amount for savings. With these tools, you can take control of your financial future effectively.

Description

Upgrade is a digital bank that provides a range of financial services aimed at making daily money management easier and more efficient. Among its offerings are personal loans, credit cards, and a unique product called OneCard, which combines features of both a credit card and a loan. Customers can also benefit from high-yield checking and savings accounts, with the checking account rewarding users with up to 2% cash back on certain everyday purchases when they establish direct deposits of at least $1,000 monthly. Furthermore, this account comes with no monthly fees, early access to direct deposits, and the ability to use a widespread ATM network without incurring fees. Users have the option to link their checking account to a performance savings account, which allows them to earn an impressive APY of up to 4.02%. The OneCard is particularly beneficial as it provides the option to settle purchases either immediately or over a longer period, along with offering up to 3% cash back on selected spending categories. Additionally, Upgrade facilitates personal loans of up to $50,000 at fixed interest rates, with credit lines available that range from $500 to $25,000, catering to a variety of financial needs and preferences. Overall, Upgrade is designed to empower users with flexible financial solutions that align with modern spending habits.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$29.99 per year
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com/personal-finance/rental-property

Vendor Details

Company Name

Upgrade

Founded

2016

Country

United States

Website

www.upgrade.com

Product Features

Rental Property Management

Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website Management

Product Features

Alternatives

Alternatives