Home/Personal Finance Software/Simplifi vs Mint vs PocketSmith vs SpendeeUpdated on: March 3, 2024

Compare Simplifi vs Mint vs PocketSmith vs Spendee

90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

Visit Website

Visit Website

90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

Visit Website

Visit Website

Overview

Summary

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. ..show 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. ..show 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. ..show 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. ..show more

Features

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

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Menlo Park, California

Mountain View, California

Dunedin, New Zealand

Czech Republic

API

N/A

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Simplifi
$5.99 /Month

$47.99 billed Year

Features

  • Platforms: Mobile & Web app
  • Manage your money anywhere
  • Free Quicken phone and chat support
  • Automatic download of all transactions
  • Add manual accounts
  • Automatic categorization of income & expenses and define custom rules
  • Create custom income and expense categories
  • Create tags to group spending across multiple categories
  • Split transactions to track multiple categories
  • Manually review new transactions (optional)
  • Add notes & memos to transactions
  • Create custom Savings Goals
  • Create a 1-month budget
  • Ignore transactions from monthly spending plan
  • Budget for savings goals
  • Budget transfers to other accounts
  • Suggestions based on spending history
  • Checking, Savings & Credit Card Accounts
  • Loans, Assets & Brokerage Accounts
  • Education (529) and custodial accounts
  • Retirement: 401(k), IRA, 403(b)
  • Track home value
  • Track net worth
  • Track bills & subscriptions
  • Automatically separate bills & subscriptions
  • Auto-detect bills
  • Manually add bills
  • Alerts for upcoming & unusual bills and when bills are paid
  • Projected Cash Flow
  • Download online bIlls from thousands of connected billers
  • Track tax-related spending & Income transactions
  • Connect to investment institutions to automatically download transactions: Connects to 750 investment institutions; downloads holdings, positions & cash
  • Add manual investment accounts
  • Track complete portfolio across financial institutions
  • Download security prices and history
  • Banking reports
  • Net worth reports
  • Comparison reports
  • Spending reports
  • Categorize & separate personal, business & rental income/expense
View Price Page
Mint
Custom

Features

  • Bill Payment Tracker
  • Budgeting Goal Tracker
  • Free Credit Score
  • Budget Alerts
  • Categorize Bank Transactions
  • Investment Tracker
  • Safety & Security
View Price Page
Free
Free

Features

  • Manual imports
  • 2 dashboards
  • 12 budgets
  • 2 accounts
  • 6 months' projection
Foundation
$14.95 /Month

Features

  • Automatic bank feeds
  • Email support
  • 6 connected banks from 1 country
  • 6 dashboards
  • 10 years' projection
  • Unlimited accounts
  • Unlimited budgets
Flourish
$24.95 /Month

Features

  • Automatic bank feeds
  • Email support
  • 18 connected banks from all countries
  • 18 dashboards
  • 30 years' projection
  • Unlimited accounts
  • Unlimited budgets
Fortune
$39.95 /Month

Features

  • Automatic bank feeds
  • Priority email support
  • Unlimited connected banks from all countries
  • Unlimited dashboards
  • 60 years' projection
  • Unlimited accounts
  • Unlimited budgets
View Price Page
Basic
Free

Features

  • Backup and sync
  • Number of cash wallets: 1
  • Number of budgets: 1
  • Import/Export of transactions
  • Secured data
  • Detailed overview
Premium
$2.99 /Month

$22.99 billed yearly

Features

  • Backup and sync
  • Bank accounts sync
  • Automatic categorization
  • Number of cash wallets: Unlimited
  • Number of budgets: Unlimited
  • Shared wallets with others
  • Import/Export of transactions
  • Secured data
  • Detailed overview
Plus
$1.99 /Month

$14.99 billed yearly

Features

  • Backup and sync
  • Number of cash wallets: Unlimited
  • Number of budgets: Unlimited
  • Shared wallets with others
  • Import/Export of transactions
  • Secured data
  • Detailed overview
View Price Page

SCREENSHOTS

Simplifi Screenshots
View 9 screenshot(s)
Mint Screenshots
PocketSmith Screenshots
View 3 screenshot(s)
Spendee Screenshots

ALTERNATIVES

Top alternatives to Simplifi

TOGGLE Copilot
TOGGLE Copilot
emPower eLearning
emPower eLearning
Quicken
Quicken
Monarch Money
Monarch Money
Mint
Mint

Top alternatives to Mint

Quicken
Quicken
You Need A Budget
You Need A Budget
Albert
Albert
Goodbudget
Goodbudget
Spendee
Spendee

Top alternatives to PocketSmith

emPower eLearning
emPower eLearning
Simplifi
Simplifi
PocketGuard
PocketGuard
Quicken
Quicken
Monarch Money
Monarch Money

Top alternatives to Spendee

Wally
Wally
SEO Buddy
SEO Buddy
PocketSmith
PocketSmith
Mint
Mint
Coinbase Wallet
Coinbase Wallet