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Quicken Simplifi logo

Quicken Simplifi

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97% 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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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

PocketSmith logo
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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
Pricing Options
  • Free Trial Not Available
  • Starts at $1.99.
  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
SW Score & Breakdown

97% 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
    71%
  • Momentum
    68%
  • Popularity
    69%

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
    94%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    68%
SaaSworthy Awards # 1 Most Worthy # 5 Fastest Growing # 7 Fastest Growing

Features

Total Features
13 Features
12 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
    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
      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
  • + 9 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • 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
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

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

      43.4%
    • Very Good

      35.1%
    • Average

      11.8%
    • Poor

      4.8%
    • Terrible

      4.8%
    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
    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
    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
      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.
    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

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Spending
    + 2 More
    Create bank feeds
    + 2 More
    Videos Video Thumbnail
    + 1 More
    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
    Contact Details

    Not available

    https://www.quicken.com/

    Not available

    https://www.pocketsmith.com/

    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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