Quicken vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Quicken
Quicken is a personal finance and small business accounting tool with decades of history. It helps small business owners track income, expenses, invoices, and taxes with a desktop-first approach.
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Pros
- ✓Long track record and trusted brand
- ✓Good for very small businesses and sole traders
- ✓Strong personal finance features
- ✓One-time or annual pricing
- ✓Desktop and mobile access
Cons
- ✗Feels dated compared to cloud-native tools
- ✗Desktop-first approach limits collaboration
- ✗Not suited for growing businesses
- ✗Limited integrations
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Quicken vs Insightly: Side by Side
| Factor | Quicken | Insightly |
|---|---|---|
| User Rating | N/A | N/A |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | Contact for pricing | Free |
| Best For | Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking | Growing businesses that need CRM and project management in one platform |
| Our Pick | — | — |
Quicken Features
- ✓Personal finance
- ✓budgeting
- ✓investment tracking
- ✓bill management
- ✓tax planning
- ✓reporting
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Our Take
Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking
Best For
Growing businesses that need CRM and project management in one platform
Also Consider
If neither Quicken nor Insightly is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Quicken and Insightly?
Quicken is best for sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Quicken or Insightly?
Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Quicken cost?
Visit Quicken website for current pricing.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Quicken?
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking
Who should use Insightly?
Growing businesses that need CRM and project management in one platform