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91% 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
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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
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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 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
Pricing Options
  • Free Trial Not Available
  • Starts at $2.99.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

91% 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
    65%
  • Popularity
    64%

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
    66%
  • Momentum
    67%
  • Popularity
    66%
SaaSworthy Awards
Not Available
# 9 Most Popular

Features

Total Features
14 Features
9 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
    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
      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
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    Not Available
    3.7/5 24 user ratings
    Rating Distribution
    Not Available
    • Excellent

      54.2%
    • Very Good

      16.7%
    • Average

      0%
    • Poor

      4.2%
    • Terrible

      25%
    Pros & Cons
    Not Available
    Not Available
      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.
    Pricing Plans
    Monthly Plans Annual Plans

    Quicken Simplifi $2.99 $2.99 per month

    Quicken Business and Personal $3.99 $3.99 per month

    PocketGuard Custom

     
    View Detailed Pricing
    View Detailed Pricing

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    Alternatives

     

    Screenshots & Videos

    Screenshots Accounts screenshot
    + 8 More
    Accounts
    + 2 More
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail

    Vendor information

    Company Details Located in: Menlo Park, CA Located in: Menlo Park, California
    Contact Details

    Not available

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

    Not available

    https://pocketguard.com/

    Social Media Handles

    FAQs

    What are the key differences between Simplifi and PocketGuard?

    Simplifi focuses on financial planning and goal setting, while PocketGuard emphasizes expense tracking and budgeting.

    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 managing investments?

    Both Simplifi and PocketGuard offer investment monitoring features, but Simplifi provides more advanced tools for setting and tracking investment goals.

    How do the budgeting features of these products compare?

    Simplifi offers customizable budgeting categories and personalized spending plans, while PocketGuard allows users to set aside money for future bills and investment goals.

    Which product has a more user-friendly interface?

    Both Simplifi and PocketGuard have user-friendly interfaces, but PocketGuard's interactive graphs and tabs may be more appealing to some users.

    FTC Disclosure

    SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

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