Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.22.0
  • Adult Rating: 4+
  • File Size: 67.40 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.31254
4.31254
From 4,937 Ratings

Description

Quicken is the all-in-one money planner and management app to serve all your financial needs. Whether budgeting your personal or household finances or running a small business and preparing for taxes—get access to all your data in one app. Join the over 20 million users who've used Quicken to stay organized and in control of their finances. Personal Finance Features: Connect and Track Financial Accounts: • Track income, expenses, and spending by connecting your bank accounts, credit cards, investments, and retirement accounts • Get real-time updates as transactions occur • Connect to Zillow to monitor the value of your home or rental properties Make a Plan for Your Money: • Create a custom budget for your income and expenses • Set savings goals, pay off debt, and plan for retirement • Get alerts for upcoming bills and changes in cashflow Get Insights and Grow Your Money: • See account balances and spending trends at a glance • Monitor your debt payoff progress or set a goal to save more money • Track categories like subscriptions and food delivery with personalized watchlists • Identify changes in your net worth and opportunities to grow your wealth Introducing Quicken Business & Personal: Quicken now includes powerful tools for small business owners to need to manage their business finances alongside their personal finances. This all-in-one approach allows you to access all your finances—without having to switch between multiple products and apps. Stay on top of your business income, expenses, invoicing, and taxes all in one place. Track & Manage Business Finances: • Manage income and expenses for one or multiple businesses • Automatically categorize business transactions for easy bookkeeping and accounting Invoicing & Tax Prep: • Create and send professional invoices directly from the app • Track deductible business expenses and generate tax reports Analyze Business Finances: • View business performance separately or alongside your personal finances • Filter and analyze transactions to keep your business on track Why Choose Quicken? Quicken gives you a clear, real-time view of your money—so you can make smarter financial decisions and achieve your goals. • Holistic view: see personal and business finances side-by-side in one app • Real-time updates: track transactions in real time • Custom insights: beautiful charts and graphs to help you better visualize performance • Simplified tax tools: stay tax-compliant and share reports with your CPA • Smart budgeting: keep your personal and business budgets on track with ease • All-in-one solution: whether managing your household or also running a business, Quicken is designed to be your go-to app for all things money

Screenshots

Reviews

  • Mint data import is garbage

    1
    By Clouseau23
    I was sold on the fact that I could import the mint data I had when they discontinued the old Mint website. What I did not realize until later, is that the data exported from Mint was total garbage- thousands of duplicate record s with different dates and descriptions so impossible to quickly fix. Spent hours cleaning up and only a dent fixing this garbage data.
  • Transaction filter needs work

    3
    By Dkproct
    Honestly how can you not have a custom date range filter or a previous year filter? And it wasn’t calculating one of my accounts correctly because a transaction was pending but my bank was reporting it correctly. Could’ve been 5 stars but you guys forgot the most basic element. 🤦‍♂️
  • I would not use it

    1
    By Nduck3
    So I had it for a week. I dog gone and loved everything about it. Set it up categorized about five or six weeks of work. And then I couldn’t get it to upload the daily transactions. When I called for help, they told me to take the bank account off and put it back on. They didn’t tell me it was gonna lose for weeks of that work. Some stayed but then with the bank account started back up. It brought up the newest transactions. It didn’t bring up the other four weeks that it disappeared so at least I could do them over. Not reliable support was horrible. They answered in Guatemala , rude, didn’t listen to the issues, and not helpful.
  • Just Don’t

    1
    By OneMiss2020
    The Personal and Business software doesn’t work. And I probably wont get a refund through Apple.
  • DO NOT GET IF YOU USE BARCLAYS

    1
    By BD4272
    I purchased a year long membership after a recommendation from a friend who told me this app helped them a lot with their finances. Unfortunately, no matter what I tried, I was unable to connect my Barclay credit card account. Without this, the app is essentially useless for me as I make the majority of my purchases with that card. When I called support they told me they were aware of the issue but had no estimation on when it would be fixed, but assured me they were working on it. Months past and every time I’d get the same answer so I finally decided to cancel the membership. I requested a refund as I had paid for it and could not use it, and they told me that refund could only come through Apple and had nothing to do with them. Apple only refunded me about a quarter of what I paid and said there was nothing else they could do. I got completely screwed out of money from an app that was supposed to HELP me with my finances! Barclays is a huge institution and it’s absurd they haven’t fixed this issue, they should advertise that so people don’t fall into the same trap I did. Waste of money.
  • Always Wrong

    1
    By Aaron Boggs
    I used the free trial and then a year worth of service. Absolute waste of money and I’ve tried. Honestly tried to get to where this app provides me with valued information but the app never stays up-to-date. All the accounts are always out of sync. It’s a great idea but doesn’t work at all for tracking finances when accounts are several days behind and even then the balances didn’t match that day or today. Makes zero sense.
  • Helping me get my life together!

    5
    By MS1394
    I’ve never been able to see my finances laid out before me so clearly. I feel like I have a much better understanding of my financial situation as it clearly notes where all of my money is coming from and where it’s going. Amazing!
  • Customer support are robots.

    1
    By Riconcsu
    Tool doesn’t work with banks such as Merrill and there is no accountability to this. I have sought a credit and they said your 30 day window has passed. The issue with this is there weren’t issues in the 30 day window. Do better, Simplifi by name but don’t oversimplify by policies and accountability.
  • Terrible customer service options

    1
    By trees5674
    Keyboard doesn’t work to talk to support in their dumb chat that is only open during work hours with no phone number to call
  • Account closure and Transfer

    1
    By Gale099
    I get so mad that I can’t I sign in to my account payment and setting up account 😡😡😡😡😡😡😡😡😡😡

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