Simplifi vs Mint vs PocketSmith vs Spendee Comparison

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85% 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

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

Personal Finance Software

3.2 37 user ratings

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87% 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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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

Spendee

Personal Finance Software

3 10 user ratings

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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	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	Spendee gives you the power of unique data analysis in an adaptable environment that automatically and thoroughly analyzes your income and expenses, giving you intelligent advice on how to make the most of your money. You can connect your bank accounts and all your transactions will get automatically imported to Spendee. Analyze your finance with a beautiful, simple, and easy-to-understand graphic. Read more
Pricing Options	Free Trial Available Starts at $5.99.	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.	Free Trial Available Starts at $1.25. Offers Free-forever plan.
SW Score & Breakdown	85% 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 60% Momentum 65% Popularity 77%	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 86% Momentum 68% Popularity 95%	87% 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 60% Momentum 68% Popularity 85%	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 96% Reviews 83% Momentum 60% Popularity 82%
SaaSworthy Awards	Not Available	# 3 Most Worthy # 2 Most Popular	# 7 Fastest Growing	Not Available

Features

Total Features	14 Features	12 Features	12 Features	11 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 + 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 + 8 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	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	NA	NA	Available	NA

Reviews & Ratings

User Rating	Not Available	3.2/5 37 user ratings	Not Available	3/5 10 user ratings
Rating Distribution	Not Available	Excellent 40.5% Very Good 16.2% Average 0% Poor 13.5% Terrible 29.7%	Not Available	Excellent 30% Very Good 20% Average 10% Poor 0% Terrible 40%
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 complex financial management needs May not offer as many advanced features as some other personal finance software	Simple and easy-to-use platform that connects every US financial institution Enables the users to view all their bills and money at a glance and create budgets easily Allows users to easily track their bill, they just need to add them to their dashboard to see and monitor them Provides alerts for payments and when users' funds are low May not be suitable for users outside the US May not offer as many advanced features as some other personal finance software	Lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved Assures absolute freedom to users, enabling them to create their own customised plans that work best for them Categorises, labels and annotates the way users spend their money Provides a budget calendar to schedule upcoming bills May not be suitable for users who need more advanced features May not be as user-friendly as some other personal finance software	Gives you the power of unique data analysis in an adaptable environment that automatically and thoroughly analyzes your income and expenses Connect your bank accounts and all your transactions will get automatically imported to Spendee Analyze your finance with a beautiful, simple, and easy-to-understand graphic May not be suitable for users who need more advanced features May not be as user-friendly as some other personal finance software
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Pricing

Pricing Options	Free Trial Available Starts at $5.99.	Free Trial Not Available Offers Custom plan.	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.	Free Trial Available Starts at $1.25. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	Simplifi $5.99 $5.99 per month	Mint Custom	Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month	Basic Free Premium $1.92 $2.99 per month Plus $1.25 $1.99 per month
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Alternatives

	Monarch Money 1 Based on 1 Ratings Simplifi Vs Monarch Money Money Dashboard 3.2 Based on 79 Ratings Simplifi Vs Money Dashboard Quicken 3.6 Based on 31515 Ratings Simplifi Vs Quicken MoneyCoach kopilot 4.6 Based on 5 Ratings	CalendarBudget 4.8 Based on 40 Ratings Mint Vs CalendarBudget Pockett Mint Vs Pockett You Need A Budget 4.6 Based on 2160 Ratings Mint Vs You Need A Budget Lunch Money Mint Vs Lunch Money MoneyCoach	PocketGuard 3.8 Based on 22 Ratings PocketSmith Vs PocketGuard Monarch Money 1 Based on 1 Ratings PocketSmith Vs Monarch Money Pockett PocketSmith Vs Pockett Lunch Money PocketSmith Vs Lunch Money Xero 4.2 Based on 7623 Ratings PocketSmith Vs Xero	PocketSmith Spendee Vs PocketSmith Pockett Spendee Vs Pockett Money Dashboard 3.2 Based on 79 Ratings Spendee Vs Money Dashboard MoneyCoach Lunch Money Spendee Vs Lunch Money
	View All Simplifi Alternatives	View All Mint Alternatives	View All PocketSmith Alternatives	View All Spendee Alternatives

Screenshots & Videos

Screenshots	+ 8 More	+ 1 More	+ 2 More	Not Available
Videos	+ 2 More		+ 1 More	Not Available

Vendor information

Company Details

Located in: Menlo Park, CA

Located in: Mountain View, California

Located in: Dunedin, New Zealand Founded in: 2008

Located in: Czech Republic Founded in: 2017

Contact Details

Not available

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

Not available

https://www.mint.com/

Not available

https://www.pocketsmith.com/

Not available

https://www.spendee.com/

Social Media Handles

Twitter 566

Facebook 223K

Instagram 4

Youtube 1K

Google Play

Linkedin 11K

Twitter 247K

Facebook 1M

Instagram 39K

Youtube 15K

Linkedin 1K

Twitter 2K

Facebook 3K

Instagram 1K

Youtube 1K

Linkedin 1K

Twitter 4K

Facebook 11K

Instagram 7K

Google Play 522K

FAQs

What are the key differences between Simplifi, Mint, PocketSmith, and Spendee?

Simplifi focuses on financial planning and goal setting, Mint provides budgeting and expense tracking, PocketSmith offers customizable financial management, and Spendee emphasizes data analysis and intelligent spending insights.

Which product is best suited for individuals looking to manage their personal finances?

Simplifi and Mint are both excellent options for individuals seeking personal finance management tools, offering features like budgeting, expense tracking, and financial planning.

What are the alternatives to Simplifi?

The top alternatives to Simplifi include Mint, PocketSmith, PocketGuard, and Buxfer.

Which product offers the most comprehensive budgeting features?

Mint and Spendee provide robust budgeting features, enabling users to create detailed budgets, track expenses, and analyze spending patterns.

How do the data analysis capabilities of PocketSmith and Spendee compare?

PocketSmith offers customizable financial reporting and insights, while Spendee provides advanced data analysis tools for in-depth spending analysis and forecasting.