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83% 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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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

Mint logo
Personal Finance Software

3.2 37 user ratings

View Details

88% 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

PocketGuard logo
View Details

88% 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

Monarch Money logo
View Details

Overview

Description 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 Mint is a simple budget tracker and planner tool that lets users bring all their accounts, bills, and financial data in a single place to conveniently manage their finances. It is a free and easy-to-use platform that connects every US financial institution. The tool takes care of users' bank accounts, credit cards and even retirement accounts. It enables the users to view all their bills and money at a glance and create budgets easily by using the tips that it provides. Mint allows users to easily track their bill, they just need to add them to their dashboard to see and monitor them. Once added, they will receive reminders for upcoming bills so they can plan. They will also receive alerts for payments. When users' funds are low, they will receive an alert so that they can plan accordingly and spend only on essential things. The user data is kept entirely secure with multiple safety measures like secure sign-in and VeriSign security scanning. Read more Pocketguard is an online money management tool that helps the user keep a tap on all their expenses and personal finances. Users can keep control of their spending and also grow their savings with the help of Pocketguard. The platform allows users to plan their finances by setting aside money for future Bills and investment goals. It's easy, interactive, and user-friendly interface with graphs and tabs gives a comprehensive view of the spending pattern across all categories. Users can add hashtags to each category to customize and personalize the reports. Users have the advantage to view all the investment accounts at one go. Users can define their future investment goals and let Pocketguard do the rest to meet those goals. The website’s 256 bit SSL encryption ensures that the user data is safe and secure. The mobile app comes with biometrics and PIN code security as an added layer of protection. Pocketguard helps simplify the users' personal finance by optimizing their spending. Read more Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $2.99.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $7.50.
SW Score & Breakdown

83% 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
    62%
  • Popularity
    64%

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
    92%
  • Reviews
    86%
  • Momentum
    64%
  • Popularity
    95%

88% 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
    87%
  • Reviews
    78%
  • Momentum
    68%
  • Popularity
    83%

88% 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
    96%
  • Reviews
    72%
  • Momentum
    67%
  • Popularity
    80%
SaaSworthy Awards
Not Available
# 3 Most Worthy # 2 Most Popular # 9 Most Popular
Not Available

Features

Total Features
14 Features
12 Features
9 Features
13 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
  • + 6 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
  • 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
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online
    • Online
    • Online

    Reviews & Ratings

    User Rating
    Not Available
    3.2/5 37 user ratings
    3.7/5 24 user ratings
    1.6/5 17 user ratings
    Rating Distribution
    Not Available
    • Excellent

      40.5%
    • Very Good

      16.2%
    • Average

      0%
    • Poor

      13.5%
    • Terrible

      29.7%
    • Excellent

      54.2%
    • Very Good

      16.7%
    • Average

      0%
    • Poor

      4.2%
    • Terrible

      25%
    • Excellent

      0%
    • Very Good

      11.8%
    • Average

      0%
    • Poor

      23.5%
    • Terrible

      64.7%
    Pros & Cons
    • Helps individuals reach their money goals
    • Provides insights about everyday changes that can help users achieve their financial goal in the future
    • Analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance
    • Helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals
    • May not be suitable for businesses or large organizations
    • May not offer advanced features found in other personal finance software
    • Simple and easy-to-use platform that connects every US financial institution
    • Takes care of users' bank accounts, credit cards and even retirement accounts
    • Enables the users to view all their bills and money at a glance and create budgets easily
    • Provides reminders for upcoming bills and alerts for payments
    • May not be suitable for users outside the US
    • May not offer advanced features found in other personal finance software
    • Easy, interactive, and user-friendly interface with graphs and tabs gives a comprehensive view of the spending pattern across all categories
    • Users can add hashtags to each category to customize and personalize the reports
    • Users have the advantage to view all the investment accounts at one go
    • The website’s 256 bit SSL encryption ensures that the user data is safe and secure
    • May not be suitable for businesses or large organizations
    • May not offer advanced features found in other personal finance software
    • Offers tools to up-to-date view of your assets, liabilities, and spending
    • Collaborate with teams to identify trends and setup budgets to monitor your track with goals
    • Supports Mobile Android and iOS
    • Individuals, Small companies make use of the software
    • May not be suitable for large organizations
    • May not offer advanced features found in other personal finance software
      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 Not Available
    • Starts at $2.99.
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Starts at $7.50.
    Pricing Plans
    Monthly Plans Annual Plans

    Quicken Simplifi $2.99 $2.99 per month

    Quicken Business and Personal $3.99 $3.99 per month

    Mint Custom

    PocketGuard Custom

    Monarch $7.50 $9.99 per month

     
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    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Accounts screenshot
    + 8 More
    + 1 More
    Accounts
    + 2 More
    Monarch screenshot
    + 8 More
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Menlo Park, CA Located in: Mountain View, California Located in: Menlo Park, California Located in: San Francisco, CA
    Contact Details

    Not available

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

    Not available

    https://www.mint.com/

    Not available

    https://pocketguard.com/

    Not available

    https://www.monarchmoney.com/

    Social Media Handles

    FAQs

    What are the key differences between Simplifi, Mint, PocketGuard, and Monarch Money?

    Simplifi focuses on financial goal setting and personalized insights, Mint provides a comprehensive view of finances and budgeting tools, PocketGuard helps track expenses and manage savings, while Monarch Money offers investment analysis and collaboration features.

    What are the alternatives to Simplifi?

    The top alternatives to Simplifi are Mint, PocketGuard, Monarch Money, Quicken, and Money Dashboard.

    Which product is best for investment tracking?

    Simplifi and Monarch Money offer robust investment tracking features, allowing users to monitor their investments and set financial goals.

    How do the budgeting features of these products compare?

    Simplifi, Mint, and PocketGuard all provide budgeting tools, with Simplifi offering personalized spending plans, Mint providing easy-to-use budgeting tips, and PocketGuard allowing for detailed expense tracking and category customization.

    Which product offers the most comprehensive financial management features?

    Simplifi and Mint offer a wide range of financial management features, including budgeting, investment tracking, bill management, and financial insights.

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