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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

Premium Simplifi logo
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86% 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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74% 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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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 PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. 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
  • Starts at $9.99. Offers Free-forever plan.
  • 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
    60%
  • Popularity
    77%

86% 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
    97%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    84%

74% 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
    60%
SaaSworthy Awards
Not Available
# 7 Fastest Growing
Not Available

Features

Total Features
14 Features
12 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
  • + 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
    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
    • Available
    • NA

    Reviews & Ratings

    Pros & Cons
    Not Available
    Not Available
    Not Available

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $5.99.
    • Free Trial Not Available
    • Starts at $9.99. Offers Free-forever plan.
    • Free Trial Not Available
    • Starts at $12.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Simplifi $5.99 $5.99 per month

    Free Free

    Foundation $9.99 $14.95 per month

    Flourish $16.66 $24.95 per month

    Fortune $26.66 $39.95 per month

    Individual $12.00 $20.00 per month

    Couple $22.00 $35.00 per month

    Family $32.00 $65.00 per month

     
    View Detailed Pricing
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Accounts screenshot
    + 8 More
    Create bank feeds
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 1 More
    Not Available

    Vendor information

    Company Details Located in: Menlo Park, CA Located in: Dunedin, New Zealand Founded in: 2008 Located in: +1 855-585-1026
    Contact Details

    Not available

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

    Not available

    https://www.pocketsmith.com/

    Not available

    https://refresh.me/

    Social Media Handles

    Not available

    FAQs

    What are the key differences between Simplifi and PocketSmith?

    Simplifi focuses on helping individuals reach their financial goals, while PocketSmith provides tools for users to shape their own financial path.

    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 PocketSmith?

    The top alternatives to PocketSmith are PocketGuard, Buxfer, Pockett, Mint, and Simplifi.

    Which product is better for budgeting and expense tracking?

    Both Simplifi and PocketSmith offer budgeting and expense tracking features, but Simplifi may be more suitable for individuals looking for a comprehensive personal finance management solution.

    Which product offers more customization options?

    PocketSmith allows users to create their own customized plans and provides more flexibility in terms of categorization and labeling.

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