Quicken 2008 August 2008 In this deck The

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Quicken 2008 August 2008

Quicken 2008 August 2008

In this deck… § The state of personal finance today § Brief Quicken overview

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

The Problem Facing Consumers § Millions living beyond their means Personal savings at lowest

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 (Career. Builder. 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 – 5 x 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 3

Snapshot of Quicken § Intuit history of Customer Driven Innovation Understands the problems facing

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 4

Right For Me Quicken 2008 Focus: Helping people solve critical key financial jobs at

Right For Me Quicken 2008 Focus: Helping people solve critical key financial jobs at the point of their personal financial need. Quicken Home & Business: For people who co-mingle business and personal finances. Key Benefit: All-in-one financial management Quicken Premier: For those who want to take their investment portfolio to the next level. Key Benefit: Manage Investments Quicken Deluxe: For young and growing families who want a better handle on saving and spending. $99. 99 $89. 99 $59. 99 Key Benefit: Maximize Savings NEW! Quicken Starter Edition: For those new to managing personal finances and first-time Quicken users. $29. 99 Key Benefit: Track Spending 5

Starter Edition Home Page Starter Edition home page shows a quick snapshot of all

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. 6

Sneak Peek at Quicken Online § Designed for those who prefer a Webbased solution

Sneak Peek at Quicken Online § Designed for those who prefer a Webbased 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 marketleading 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. 7

Summary § Quicken 2008 expanded its offerings with powerful new functionality to meet any

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. 8

Additional Information PR Contacts: Jodi Reinman Clint Bagley Tel: 650. 944. 5949 Jodi_reinman@intuit. com

Additional Information PR Contacts: Jodi Reinman Clint Bagley Tel: 650. 944. 5949 Jodi_reinman@intuit. com Tel: 415. 844. 6250 cbagley@accesspr. com For more information, including product screen shots, box shots, Fact Sheet and Reviewers Guide: Visit the Quicken 2008 online media kit at www. intuit. com/press/quicken 9