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96% 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 logo
Personal Finance Software

4.1 228 user ratings

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94% 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

PocketSmith logo
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Featured

86% 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

MileIQ logo

MileIQ

Expense Management Software

4.4 67 user ratings

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Featured

92% 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 Simplifi logo

Quicken Simplifi

Personal Finance Software

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Overview

Description 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 PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more MileIQ simplifies mileage tracking for deductions and expenses with its automatic, user-friendly, and highly accurate app. Whether a self-employed professional seeking mileage deductions or a large business managing expense reports, MileIQ has the needs. Available on iOS and Android, the app tracks the miles seamlessly while one can stay focused on driving. With a swipe, one can classify trips as personal or business and generate custom reports with a tap. Use tax-compliant mileage rates or set custom rates to match the requirements. MileIQ allows one to set work hours, automatically categorizing business drives for added convenience. Easily name frequent locations to streamline trip classification and reporting. Designed to track every mile for every vehicle, MileIQ makes managing mileage simple, efficient, and stress-free. 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 Not Available
  • Starts at $1.99.
  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $6.67. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $2.99.
SW Score & Breakdown

96% 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
    95%
  • Reviews
    69%
  • Momentum
    60%
  • Popularity
    67%

94% 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
    94%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    67%

86% 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
    81%
  • Reviews
    69%
  • Momentum
    60%
  • Popularity
    67%

92% 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
    98%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    63%
SaaSworthy Awards # 1 Most Worthy # 5 Fastest Growing # 7 Fastest Growing
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Technical Details

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

Reviews & Ratings

User Rating
4.1/5 228 user ratings
Not Available
4.4/5 67 user ratings
Not Available
Rating Distribution
  • Excellent

    43.4%
  • Very Good

    35.1%
  • Average

    11.8%
  • Poor

    4.8%
  • Terrible

    4.8%
Not Available
  • Excellent

    62.7%
  • Very Good

    23.9%
  • Average

    6%
  • Poor

    3%
  • Terrible

    4.5%
Not Available
User Sentiments

    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

    Not Available
    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

User reviews of MileIQ highlight its effectiveness as an automated mileage tracker, particularly for business expenses. Users praise its simplicity, seamless background tracking, and ability to differentiate personal and business miles. However, some users express concerns about the free version's limited trip tracking, occasional GPS inaccuracies, and difficulty manually adding drives. While some find the price reasonable for its benefits, others feel the cost outweighs its shortcomings, particularly in light of similar free products.

Not Available
Pros & Cons
  • User-friendly interface and intuitive design
  • Robust features for personal finance management
  • Real-time notifications for spending and budgets
  • Secure data protection with SSL encryption
  • Free bill pay with Premier and higher plans
  • Occasional technical glitches
  • Steep learning curve for some features
  • Limited customer support
  • Customizable plans tailored to individual needs
  • Comprehensive insights into spending patterns
  • Multi-currency support with automatic conversion
  • Budget calendar for scheduling upcoming bills
  • Highly responsive customer service
  • No reviews available for PocketSmith
Not Available
Not Available
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $1.99.
  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $6.67. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $2.99.
Pricing Plans
Monthly Plans Annual Plans

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

Free Free

Foundation $9.99 $14.95 per month

Flourish $16.66 $24.95 per month

Fortune $26.66 $39.95 per month

Free Free

Unlimited (For Individuals) $7.50 $8.99 per month

Teams Lite $6.67 $8.00 per user / month

Teams $7.50 $9.00 per user / month

Teams Pro $8.33 $10.00 per user / month

Quicken Simplifi $2.99 $2.99 per month

Quicken Business and Personal $3.99 $3.99 per month

 
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Screenshots & Videos

Screenshots Spending
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Create bank feeds
+ 2 More
Automatic Tracking
+ 2 More
Accounts screenshot
+ 8 More
Videos Video Thumbnail
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Vendor information

Company Details Located in: Menlo Park, California - 94025 Founded in: 2016 Located in: Dunedin, New Zealand Founded in: 2008 Located in: San Francisco, California Founded in: 2012 Located in: Menlo Park, CA
Contact Details

Not available

https://www.quicken.com/

Not available

https://www.pocketsmith.com/

Not available

https://mileiq.com/

Not available

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

Social Media Handles

FAQs

What are the key features of Quicken?

Quicken offers a range of features, including budgeting, expense tracking, investment monitoring, loan management, and tax reporting.

How does Quicken help with financial management?

Quicken provides real-time notifications, expense categorization, and customizable reports to help users manage their finances effectively.

What are the alternatives to Quicken?

Some alternatives to Quicken include Simplifi, Balance Pro, Mint, Money Dashboard, and Lunch Money.

What are the strengths of PocketSmith?

PocketSmith offers features such as transaction categorization, multi-currency support, and a budget calendar, providing users with a comprehensive view of their financial situation.

How does PocketSmith ensure data security?

PocketSmith uses a secure Internet connection and SSL encryption technology to protect user data.

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