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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

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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

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Quicken

Personal Finance Software

3.7 154 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 Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. 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
Pricing Options
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Not Available
  • Personal Capital Offers Custom plan.
  • Free Trial Available
  • Starts at $35.99.
SW Score & Breakdown

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%

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%
SaaSworthy Awards
Not Available
Not Available
# 1 Most Worthy # 5 Fastest Growing

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
  • NA
  • NA
  • Available

Reviews & Ratings

User Rating
Not Available
4/5 1 user ratings
3.7/5 154 user ratings
Ratings Distribution
Not Available
  • Excellent

    0%
  • Very Good

    100%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    41.1%
  • Very Good

    21.1%
  • Average

    17.2%
  • Poor

    9.3%
  • Terrible

    11.2%
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.

Pros & Cons
  • Helps individuals reach their money goals
  • Provides useful insights about everyday changes
  • Creates a customized spending plan
  • Helps set up savings goals for different milestones
  • Makes it possible for individuals to set and achieve homeownership goals
  • Can be difficult to use for some users
  • May not be suitable for businesses
  • Lacks some features found in other personal finance software
  • Helps clients manage their finances
  • Provides access to expert advisors
  • Offers a detailed and interactive dashboard
  • Provides access to professionally monitored ETF portfolios
  • Ensures the safekeeping of uploaded data
  • May not be suitable for all investors
  • Can be expensive for some users
  • Lacks some features found in other investment portfolio management software
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 Not Available
  • Starts at $3.99.
  • Free Trial Not Available
  • Personal Capital Offers Custom plan.
  • Free Trial Available
  • Starts at $35.99.
Pricing Plans
Monthly Plans Annual Plans

Simplifi $3.99 $5.99 per month

Investment Services Custom

Wealth Management Custom

Private Client 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

 
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Screenshots & Videos

Screenshots Accounts screenshot
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Videos Video Thumbnail
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Vendor information

Company Details Located in: Menlo Park, California Located in: Redwood City, California Located in: Menlo Park, California Founded in: 2016
Contact Details

Not available

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

Not available

https://www.personalcapital.com/wealth-management

Not available

https://www.quicken.com/

Social Media Handles

FAQs

What are the key differences between Simplifi and Personal Capital?

Simplifi is a personal finance management app that helps individuals track their spending, create budgets, and set financial goals. Personal Capital is a wealth management platform that provides investment tracking, financial planning, and access to financial advisors.

What are the alternatives to Simplifi?

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

What are the alternatives to Personal Capital?

The top alternatives to Personal Capital are kopilot, Portfoliopilot, TOGGLE Copilot, INDATA Investment Management Software, and FinWise.

Which product is better for managing personal finances?

Simplifi is a better choice for managing personal finances because it offers a wider range of features specifically designed for individuals, such as budgeting, expense tracking, and goal setting.

Which product is better for managing investments?

Personal Capital is a better choice for managing investments because it offers a wider range of investment tracking and planning tools, as well as access to financial advisors.

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