Quicken vs Personal Capital Comparison

Remove All ADD PRODUCT Quicken Personal Capital Simplifi	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Quicken Personal Finance Software (1092 Ratings)	Remove Personal Capital Investment Portfolio Management Software (1 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Simplifi Personal Finance Software
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ADD PRODUCT	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Quicken Personal Finance Software (1092 Ratings)	Remove Personal Capital Investment Portfolio Management Software (1 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Simplifi Personal Finance Software
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Overview

Summary

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. ..show 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. ..show 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. ..show more

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Menlo Park, California

Redwood City, California

Menlo Park, California

API

N/A

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Starter (Window) $35.99 /Year Features See all your accounts in one place Create a budget and manage your bills Manage your money on the go across desktop + web + mobile Deluxe (Window) $46.79 /Year Features Include Starter plan features, plus Create a customized budget Manage and track your debt Create savings goals Premier (Window) $70.19 /Year Features Includes Deluxe plan features, plus Free online bill payment Priority access to customer support (a $49 value) Simplify your taxes and investments Home & Business (Windlow) $93.59 /Year Features Includes Premier plan features, plus Separate and categorize business and personal expenses Email custom invoices from Quicken with payment links Simplify and track your business tax deductions and your profit & loss Starter (MAC) $35.99 /Year Features See all your accounts in one place Categorize your expenses automatically Manage your money on the go across desktop + web + mobile Deluxe (MAC) $46.79 /Year Features Include Starter plan features, plus Create a customized budget Manage and track your debt Simplify your taxes and investments Premier (MAC) $70.19 /Year Features Includes Deluxe plan features, plus Priority access to customer support (a $49 value) View Price Page	Investment Services Custom Features $100K to $200K Investment Assets Financial planning tools Financial advisory team Financial and retirement planning Investment review Personal Strategy® and Smart Weighting™ Portfolio monitoring and rebalancing Tax optimization Exchange-traded funds (ETFs) Wealth Management Custom Features Over $200K to $1M Investment Assets Financial planning tools Two dedicated financial advisors Access to specialists Financial and retirement planning Investment review Financial decisions support (including insurance, home, finance, stock options, and compensation) Personal Strategy® and Smart Weighting™ Portfolio monitoring and rebalancing Tax optimization Portfolio customization Exchange-traded funds (ETFs) Individual stocks Private Client Custom Features Over $1M Investment Assets Financial planning tools Two dedicated financial advisors Access to specialists Access to Investment Committee Financial and retirement planning Investment review Financial decisions support (including insurance, home, finance, stock options, and compensation) Wealth planning (estate, tax, and legacy) Private equity and hedge fund review Access to private banking services Personal Strategy® and Smart Weighting™ Portfolio monitoring and rebalancing Tax optimization Portfolio customization Estate, tax and legacy portfolio construction Exchange-traded funds (ETFs) Individual stocks Individual bonds* and private equity investments** View Price Page	Simplifi $5.99 /Month $47.99 billed Year Features Platforms: Mobile & Web app Manage your money anywhere Free Quicken phone and chat support Automatic download of all transactions Add manual accounts Automatic categorization of income & expenses and define custom rules Create custom income and expense categories Create tags to group spending across multiple categories Split transactions to track multiple categories Manually review new transactions (optional) Add notes & memos to transactions Create custom Savings Goals Create a 1-month budget Ignore transactions from monthly spending plan Budget for savings goals Budget transfers to other accounts Suggestions based on spending history Checking, Savings & Credit Card Accounts Loans, Assets & Brokerage Accounts Education (529) and custodial accounts Retirement: 401(k), IRA, 403(b) Track home value Track net worth Track bills & subscriptions Automatically separate bills & subscriptions Auto-detect bills Manually add bills Alerts for upcoming & unusual bills and when bills are paid Projected Cash Flow Download online bIlls from thousands of connected billers Track tax-related spending & Income transactions Connect to investment institutions to automatically download transactions: Connects to 750 investment institutions; downloads holdings, positions & cash Add manual investment accounts Track complete portfolio across financial institutions Download security prices and history Banking reports Net worth reports Comparison reports Spending reports Categorize & separate personal, business & rental income/expense View Price Page

Compare Quicken vs Personal Capital

Quicken

Personal Capital

Simplifi

Overview

TECHNICAL DETAILS

Pricing

SCREENSHOTS

ALTERNATIVES