Simplifi by Quicken helps you effortlessly manage all of your finances in one place and make your hard-earned money work harder for you. Simplifi by Quicken makes it easy to customize and track your budget, manage spending, and reach your financial goals with one personalized, use-anywhere app. EASILY ORGANIZE YOUR MONEY * Automatically connect with and view all your financial accounts in one place so you know exactly where you stand * Effortlessly identify changes in spending, income, net worth, and more so you know you’re on the right track SET & ACHIEVE PERSONALIZED GOALS Whether you’re saving for your dream home, a vacation, retirement, or your child’s education, Simplifi by Quicken helps you achieve life’s most important milestones. TRACK SPENDING & BUDGET WITH CONFIDENCE Feel confident that you are covered to spend on the things you care about: * Create a simple budget based on your income and bills to make sure you aren’t spending more than you make in a month * Categorize and monitor spending so you can get and stay ahead LEARN KEY SPENDING & SAVING INSIGHTS * Discover key insights so that you can make decisions that matter to you * See how much money you have spent this month, excluding bills and subscriptions, so you know if you can spend or need to cut back SECURITY We’re serious about protecting your account and privacy. Visit https://www.quicken.com/privacy/us to learn more. PRIVACY If you are a California resident, please refer to the new privacy guidelines set forth by The California Consumer Privacy Act on information sharing. If you would like to opt-out of the sale of your personal information as defined by these new guidelines, please go to http://www.quicken.com/privacy
Really needs dark mode. My eyes!!! But solid budgeting app. Much easier to use than mint, ynab, or copilot.
I tried to use the software hoping that it would be simpler than Quicken. After installing I went to set up my main bank account. I use E*Trade and I have a hardware token. So I have to enter my user name and then my password+token#. Simplifi doesn’t adjust for use with the token or properly pass it over to the bank website rendering it useless if you have a hardware token to secure your banking information.
Never used the service, cancelled during trial period and still got charged. Quicken’s support number sends you over seas and they tell you they can’t help because Quicken Simplifi is a different department, even though the support number comes directly from the app. Hate wasting my time trying to resolve companies thieving subscription models!
I feel I will finally be able to leave my google spreadsheet, BUT this app is TOO slow, please improve performance!
I have used almost all of the Budget/finance apps around. Have used YNAB the longest and tested many others. I found the quicken app not user friendly so I didn’t figure that I would like Simplifi by Quicken. To my surprise I really liked it and signed up for a year to use it. I love all the reports and their take on the spending plan. Investment tracking is pretty good and upcoming and recurring bills is good as well. My hope is they continue to improve and please, please add a full featured iPad app. Great work overall and keep up the food work.
All of my tracking categories disappeared and support has been unable to restore. It’s been two months and nothing has changed. If looking for an alternative to mint, this is not it. Would expect more from such an established company.
The app is great for mobile; however, I do most of my banking on my iPad. Is there any support coming for the iPad? The user experience for the iPad is terrible. It does not seem that this app was designed for the iPad at all.
This is a great idea. Mint the free version is more complete. This simply is not ready yet. It has no way to use my iPad with it! This means that the iPad version will be an after thought. It also means that the software is being developed with no regard to leverage apple interface advantages!
I have struggled for years with different softwares that always lack too much to continue their use. I was hopeful with this product since it’s from Quicken. I am very happy with this software! I love the dashboard, reports ,drill downs, ability to export to Excel. This is the FIRST product I have used that gives me the information I need and frankly has enlightened me to my actual financial situation. I do have two asks from the developers...1, as others have mentioned it would be much easier to have a running balance on the transactions page so I don’t have to go back to the dashboard to see account balance. 2, iPad app that allows both portrait and landscape views. I get around this by opening on the web and not in the app. Overall this is a great financial tool that has allowed me to make a significant change to the way I can see, plan and ultimately change how I manage my money. Thank you!!!
Doesn’t work with Quicken