Home/Personal Finance Software/Simplifi vs PocketGuardUpdated on: February 21, 2024

Compare Simplifi vs PocketGuard

89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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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

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. ..show more


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


Access Monitoring

24/7 (Live rep)

Business Hours


Contact Number/Address

Menlo Park, California

Menlo Park, California






Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac




Large Enterprises

Medium Business

Small Business


Pricing Model

Free Trial


One-time license



Quotation Based


$5.99 /Month

$47.99 billed Year


  • 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


  • Keep tabs on your spending
  • See all accounts in one place
  • Track and lower your bills
  • Reach your goals with ease
View Price Page


Simplifi Screenshots
View 9 screenshot(s)
PocketGuard Screenshots
View 3 screenshot(s)


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