Home/Personal Finance Software/Simplifi vs PocketGuardUpdated on: January 27, 2023

Compare Simplifi vs PocketGuard

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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
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
98% 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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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

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

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. ..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

California

Menlo Park, California

API

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
PocketGuard
Custom

Features

  • Keep tabs on your spending
  • See all accounts in one place
  • Track and lower your bills
  • Reach your goals with ease
View Price Page
Starter (Window)
$35.99 /Year

Features

  • See all your accounts in one place
  • Create a budget and manage your bills
  • Manage your money on the go across desktop + web + mobile
Deluxe (Window)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Create savings goals
Premier (Window)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Free online bill payment
  • Priority access to customer support (a $49 value)
  • Simplify your taxes and investments
Home & Business (Windlow)
$93.59 /Year

Features

  • Includes Premier plan features, plus
  • Separate and categorize business and personal expenses
  • Email custom invoices from Quicken with payment links
  • Simplify and track your business tax deductions and your profit & loss
Starter (MAC)
$35.99 /Year

Features

  • See all your accounts in one place
  • Categorize your expenses automatically
  • Manage your money on the go across desktop + web + mobile
Deluxe (MAC)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Simplify your taxes and investments
Premier (MAC)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Priority access to customer support (a $49 value)
View Price Page

SCREENSHOTS

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

ALTERNATIVES

Top alternatives to Simplifi

TOGGLE Copilot
TOGGLE Copilot
Personal Capital
Personal Capital
Monarch Money
Monarch Money
EveryDollar
EveryDollar
Quicken
Quicken

Top alternatives to PocketGuard

EveryDollar
EveryDollar
Simplifi
Simplifi
Quicken
Quicken
Monarch Money
Monarch Money
Personal Capital
Personal Capital