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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
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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 Refresh.me
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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 |
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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
|
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
|
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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SaaSworthy Awards |
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# 7 Fastest Growing |
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Total Features |
14 Features
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12 Features
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6 Features
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Common Features for All |
Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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Pros & Cons |
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AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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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 |
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Screenshots |
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Videos |
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Company Details | Located in: Menlo Park, CA | Located in: Dunedin, New Zealand Founded in: 2008 | Located in: +1 855-585-1026 |
Contact Details |
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Social Media Handles |
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