Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.14.0
  • Adult Rating: 4+
  • File Size: 69.32 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.22276
4.22276
From 3,874 Ratings

Description

Quicken makes budgeting and personal finance simpler with Simplifi—the smart budget app that helps you do more with your money. Create a budget, track your spending, set savings goals, manage debt, monitor investments, and plan for retirement. Join the 20M+ people who’ve used Quicken to lead healthier financial lives. Quicken Simplifi helps you track purchases, subscriptions, and account balances all in one place—giving you a comprehensive view of your personal finances. Whether paying off debt on high interest credit cards, saving for a vacation, or growing your net worth, Quicken empowers you to make progress towards your money goals. Track every dollar in your budget and make a plan for your money with personalized insights. Connect • Track expenses and spending by connecting checking, savings, credit cards, investing accounts, and retirement/401K plans • Automatic, real-time tracking – including income, bills, and payments – to ensure your spending plan is on track • Identify changes in your budget categories, bills, net worth and more Plan • Create a budget to account for income and planned expenses throughout the month • Make savings goals, pay off debt, or plan for retirement • Use watchlists to track categories like online shopping, food delivery and takeout, and subscriptions • Get alerts for upcoming bills Track • Always know the balances in your bank accounts and what’s available to spend • See progress towards paying off credit cards, loans, or other types of debt • Find opportunities to save money and grow your wealth • Identify subscriptions you can cancel to save even more money Key Features • Personal dashboard to quickly view cash balances, checking and savings accounts, property value, debt, investing, net worth & more • Custom insights & 8 financial reports on income, spending, savings, net worth, refunds & more • Customize categories and tags to organize your budget, your way • Set reminders when savings are off-track so you can adjust your budget Privacy policy: https://www.quicken.com/privacy Terms of use: https://www.quicken.com/terms-of-use

Screenshots

Reviews

  • Annoying to use

    1
    By Rockets fan 1973
    The app sets an automatic “spending plan” with limited options for customization. For me, this is not useful at all. I just want to be able to set my own monthly budget and then categorize spending from my credit card and checking accounts.
  • Great potential but lots of issues

    2
    By Boydston01
    Coming from a very popular free financial app, Simplifi has SOOO much going for it as a ‘real’ financial app. It’s all the little things like marking that you’ve reviewed a transaction and splitting a manual transaction that you later link the bank downloaded transaction. Great potential as a full fledged but simple financial app. Unfortunately—I feel like a beta user. Poor sync performance, missing transactions, bewildering transaction linking, duplicate transactions, odd UI behaviors, and more. Basically, every time I open Simplifi, I feel like I have to monitor it for errors. I just called support. I select to wait for a representative. A couple minutes later, it just dumped me to voice mail. Simplifi is broken everywhere. Also, constant bank connection issues! “Connection broken…”
  • I love/hate Simplifii

    1
    By Shen_Xian
    UPDATED REVIEW (10/01/24) - Quicken Simplifi is still buggy and a pain to use. Do yourself a favor. Find a different program to use. Simplifii constantly changes my accounts, transactions, etc. to suit its own narrative. There are constant connection errors lasting for days and weeks. In this time, Simplifii will change all of your account balances so that nothing is accurate. Transactions are often duplicated or missing. The only reason that i have been able to use Quicken Simplifii is because i am naturally a meticulous person. Balancing my accounts on Quicken Simplifii is liken to do battle. The program constantly works against me, and i have to constantly fight the program, create workarounds, and exclude entire features altogether. The transfer transaction feature is so entirely flawed, i have to make sure no transactions ever gets linked together (even if the two transactions are correct). Always leave the transfer category at the base category of “Transfer”. Otherwise, you are essentially given Simplifii permission to change that linked transaction at any given time. It will be correctly linked to another transaction, and then a few weeks or months later, Simplifii will decide to link it to a different transaction. Anyways, PLEASE FIND A DIFFERENT PROGRAM TO USE. SIMPLIFII IS A BAD PROGRAM.
  • MFA Madness!

    1
    By KC2MNC
    Every time I or my wife go to open the app we have to MFA 4 times. Needless to say this breaks spending alerts, and makes using the service a PITA! We didn’t have this issue with Mint
  • Poor Customer Service

    1
    By Person85
    I had issues with the app not working properly and the woman helping me continued to give me basic generic responses that I could get from Google. She was not reading my questions and I had to ask repeatedly to address the issue I was experiencing. Finally she offered to screen share to see what I was talking about and then after I showed her the issue, she just disconnected and sent me a message that chat is closed and to contact customer support tomorrow if I need assistance. It was a waste of my time to contact support. Not very friendly or helpful.
  • Solid budgeting app

    4
    By Prince3.14
    I switched from Mint and this fulfilled all of my desires. I wish I could track the history of savings goals. I’d love to know when/how much I withdrawal in a time period.
  • Doesn't have free trial

    1
    By dieofu
    Hope there will be free trail in the future
  • Good money manager, but wished the graphs auto-scaled

    4
    By Brianrtw
    Good cheap money manager but needs some work on the UI for simple things like the ability to scale the y-axis in the investment and net worth reports
  • $71.99 a year ?

    1
    By Daniel B2.
    $71.99 a year ?
  • Doesn’t work

    2
    By Cjohnam
    After downloading it and fooling around for hours trying to get my Apple Wallet to connect and my credit card to connect, I finally gave up and am asking for a refund. It just would not connect two credit cards.

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