Quicken vs PocketSmith 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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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

PocketSmith

Personal Finance Software

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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	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	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 $9.99. Offers Free-forever plan.	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%	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 97% Reviews 66% Momentum 62% Popularity 84%	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	# 7 Fastest Growing	Not Available

Features

Total Features	14 Features	12 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 + 9 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	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
Modes of Support	Online	Online	Online
API Support	Available	Available	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 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
	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 $9.99. Offers Free-forever plan.	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	Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month	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	PocketGuard 2.3 Based on 9 Ratings PocketSmith Vs PocketGuard Buxfer 4.6 Based on 32 Ratings PocketSmith Vs Buxfer Pockett PocketSmith Vs Pockett Mint 3.6 Based on 31 Ratings PocketSmith Vs Mint Simplifi PocketSmith Vs Simplifi
	View All Quicken Alternatives	View All PocketSmith Alternatives

Screenshots & Videos

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Vendor information

Company Details

Located in: Menlo Park, California Founded in: 2016

Located in: Dunedin, New Zealand Founded in: 2008

Located in: Menlo Park, California

Contact Details

Not available

https://www.quicken.com/

Not available

https://www.pocketsmith.com/

Not available

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

Social Media Handles

Linkedin 7K

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Facebook 273K

Youtube 21K

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Linkedin 1K

Twitter 2K

Facebook 3K

Instagram 1K

Youtube 1K

Twitter 566

Facebook 223K

Instagram 3K

Youtube 1K

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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.