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Quicken Simplifi |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Quicken |
| Description | Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time. Read more | Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. Read more | Quicken is a trusted leader in money management, empowering millions to take control of their finances with clarity and confidence. In addition to its award-winning personal finance tools for budgeting, saving, and investing, Quicken helps small business owners, self-employed professionals, and contractors manage their business and personal finances seamlessly in one place. From creating and sending invoices to tracking income and expenses, preparing for taxes, and monitoring cash flow, Quicken delivers powerful tools with clear separation between business and personal accounts—streamlining money management so you can save time, reduce stress, and stay focused on growth. Read more |
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| SW Score & Breakdown |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| SaaSworthy Awards | # 3 Fastest Growing |
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# 1 Most Worthy # 5 Fastest Growing |
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Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches |
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Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Bronze $4.99 $6.99 per month Silver $6.66 $8.99 per month Gold $8.33 $10.99 per month |
Investment Services Custom Wealth Management Custom Private Client Custom |
Classic Premier $5.99 $5.99 per month Classic Deluxe $6.49 $6.49 per month Classic Business & Personal $8.99 $8.99 per month Quicken Simplifi $2.99 $2.99 per month Quicken Business & Personal $3.99 $3.99 per month Quicken LifeHub $1.99 $1.99 per month |
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| Company Details | Located in: Ashland, Oregon Founded in: 2003 | Located in: Redwood City, California | Located in: Menlo Park, California - 94025 Founded in: 2016 |
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