Quicken vs MoneyWiz Comparison

98% 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

Personal Finance Software

3.7 154 user ratings

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87% 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

Simplifi

Personal Finance Software

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Overview

Description	Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. Read more	MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more	Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others. Read more
Pricing Options	Free Trial Available Starts at $35.99.	Free Trial Not Available Starts at $4.17.	Free Trial Not Available Starts at $3.99.
SW Score & Breakdown	98% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 94% Momentum 64% Popularity 88%	87% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 69% Momentum 60% Popularity 71%	89% 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 Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 70% Momentum 63% Popularity 80%
SaaSworthy Awards	# 1 Most Worthy # 5 Fastest Growing	Not Available	Not Available

Features

Total Features	14 Features	13 Features	14 Features
Common Features for All	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 11 More - Show Less	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 10 More - Show Less	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 11 More - Show Less

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online	Online
API Support	Available	NA	NA

Reviews & Ratings

User Rating	3.7/5 154 user ratings	Not Available	Not Available
Ratings Distribution	Excellent 41.1% Very Good 21.1% Average 17.2% Poor 9.3% Terrible 11.2%	Not Available	Not Available
Review Summary	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.	Not Available	Not Available
Pros & Cons	User-friendly interface and intuitive design Robust features for personal finance management Real-time notifications for spending and budgets Free bill pay with Premier and higher plans Secure data protection with SSL encryption Occasional technical glitches Steep learning curve for some features Limited customer support	Direct sync with over 20,000 banks Compact layout and easy navigation Customizable categories and logos Smart analytics on credit utilization and balance Comprehensive view of all financial accounts No reviews available for this product	Not Available
	Read All User Reviews	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $35.99.	Free Trial Not Available Starts at $4.17.	Free Trial Not Available Starts at $3.99.
Pricing Plans Monthly Plans Annual Plans	Starter (Window) $35.99 $35.99 per year Deluxe (Window) $46.79 $46.79 per year Premier (Window) $70.19 $70.19 per year Home & Business (Windlow) $93.59 $93.59 per year Starter (MAC) $35.99 $35.99 per year Deluxe (MAC) $46.79 $46.79 per year Premier (MAC) $70.19 $70.19 per year	Premium $4.17 $4.99 per month Standard $19.99 $19.99 per year MoneyWiz 3 (Pay once) Others MoneyWiz 3 (subscriber) Others	Simplifi $3.99 $5.99 per month
	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing

Alternatives

	Simplifi Quicken Vs Simplifi Balance Pro Quicken Vs Balance Pro Mint 3.6 Based on 31 Ratings Quicken Vs Mint Money Dashboard 3.7 Based on 156 Ratings Quicken Vs Money Dashboard Lunch Money Quicken Vs Lunch Money	Moneydance 4.1 Based on 7 Ratings MoneyWiz Vs Moneydance Banktivity MoneyWiz Vs Banktivity Mint 3.6 Based on 31 Ratings MoneyWiz Vs Mint Quicken 3.7 Based on 2338 Ratings MoneyWiz Vs Quicken FinWise
	View All Quicken Alternatives	View All MoneyWiz Alternatives

Screenshots & Videos

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Vendor information

Company Details

Located in: Menlo Park, California Founded in: 2016

Located in: San Francisco, California

Located in: Menlo Park, California

Contact Details

Not available

https://www.quicken.com/

Not available

https://wiz.money/

Not available

https://www.quicken.com/simplifi/

Social Media Handles

Linkedin 7K

Twitter 5K

Facebook 273K

Youtube 21K

Google Play

Twitter 5K

Youtube 299

Google Play 131K

Apple App Store

Twitter 566

Facebook 223K

Instagram 3K

Youtube 1K

Google Play

FAQs

What are the key differences between Quicken and MoneyWiz?

Quicken is a comprehensive personal finance management tool with a focus on budgeting, tax management, and investment tracking. MoneyWiz is a powerful personal finance tool that offers advanced features like multi-currency support, customizable reports, and investment tracking.

What are the alternatives to Quicken?

The top alternatives to Quicken are Simplifi, Balance Pro, Mint, Money Dashboard, and Lunch Money.

Which product is better for managing rental properties?

Quicken offers a dedicated rental property management module that allows users to track rental income and expenses, generate reports, and manage tenants.

How does MoneyWiz handle investment tracking?

MoneyWiz allows users to track their investments, including stocks, bonds, and mutual funds. It provides detailed performance reports and helps users stay informed about their investment portfolio.

What are the customization options available in MoneyWiz?

MoneyWiz offers extensive customization options, including the ability to modify shareholdings, set up reminders, and personalize the interface with custom colors and logos.