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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 logo
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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

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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 logo

Quicken

Personal Finance Software

3.6 31,515 user ratings

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Sponsored

75% 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

Refresh.me logo
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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 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 Refresh.me is the ultimate personal financial management tool, meticulously designed to keep their finances in check and their mind at ease. Users can easily track their account balances, monitor transactions, manage investments, and keep an eye on their credit all consolidated in one convenient place for maximum efficiency. With monthly credit reports, scores, and detailed 3-bureau updates, they'll always be informed about their financial health, empowering them to make well-informed decisions. The AI Assistant goes a step further by offering personalized insights tailored to their spending habits and financial goals, making it easier to navigate their financial journey. Moreover, the privacy management features actively work to protect their identity and ensure their online privacy, so they can explore their financial options without fear of data breaches. Whether they're monitoring their spending habits, analyzing their investment portfolio, or securing their personal information, Refresh.me empowers they with superpowered insights and robust protection to enhance their financial well-being. Read more
Pricing Options
  • Free Trial Available
  • Starts at $5.99.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $35.99.
  • Free Trial Not Available
  • Starts at $12.0.
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
    63%
  • 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
    85%
  • Momentum
    71%
  • Popularity
    95%

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
    98%
  • Momentum
    81%
  • Popularity
    88%

75% 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
    81%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    62%
SaaSworthy Awards
Not Available
# 3 Most Worthy # 2 Most Popular # 1 Most Worthy # 5 Fastest Growing
Not Available

Features

Total Features
14 Features
12 Features
14 Features
6 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
    • 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
  • + 3 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
    3.6/5 31,515 user ratings
    Not Available
    Rating Distribution
    Not Available
    • Excellent

      40.5%
    • Very Good

      16.2%
    • Average

      0%
    • Poor

      13.5%
    • Terrible

      29.7%
    • Excellent

      40.6%
    • Very Good

      17.2%
    • Average

      18.6%
    • Poor

      10.2%
    • Terrible

      13.4%
    Not Available
    User Sentiments
      Not Available
      Not Available

      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
    Not Available
    Not Available

    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
    Not Available
    Not Available
    Not Available
    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $5.99.
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Starts at $35.99.
    • Free Trial Not Available
    • Starts at $12.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Simplifi $5.99 $5.99 per month

    Mint Custom

    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

    Individual $12.00 $20.00 per month

    Couple $22.00 $35.00 per month

    Family $32.00 $65.00 per month

     
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    Screenshots & Videos

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

    Vendor information

    Company Details Located in: Menlo Park, CA Located in: Mountain View, California Located in: Menlo Park, California Founded in: 2016 Located in: +1 855-585-1026
    Contact Details

    Not available

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

    Not available

    https://www.mint.com/

    Not available

    https://www.quicken.com/

    Not available

    https://refresh.me/

    Social Media Handles

    Not available

    FAQs

    What are the key differences between Simplifi and Mint?

    Simplifi focuses on personalized finance management with features like customized spending plans and savings goals, while Mint is a budget tracker and planner that provides a comprehensive view of your finances.

    What are the alternative products to Simplifi?

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

    Which product is better for tracking expenses and creating budgets?

    Both Simplifi and Mint offer expense tracking and budgeting features, but Simplifi provides more personalized insights and customized spending plans.

    How do the security features of Simplifi and Mint compare?

    Both Simplifi and Mint prioritize security with measures like secure sign-in and data encryption, ensuring the safety of your financial information.

    Can I integrate Simplifi or Mint with other financial tools?

    Currently, there is no information available on the integration capabilities of Simplifi and Mint.

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