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89% 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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98% 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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Quicken

Personal Finance Software

3.7 154 user ratings

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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 TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. Read 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. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Not Available
  • TOGGLE Copilot Offers Custom plan.
  • Free Trial Available
  • Starts at $35.99.
SW Score & Breakdown

89% 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
    70%
  • Momentum
    63%
  • Popularity
    80%

98% 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
    94%
  • Momentum
    64%
  • Popularity
    88%
SaaSworthy Awards
Not Available
Not Available
# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • 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
  • Business Hours
  • Online
  • Business Hours
  • Online
  • Business Hours
  • Online
API Support
  • NA
  • NA
  • Available

Reviews & Ratings

User Rating
Not Available
4.7/5 3 user ratings
3.7/5 154 user ratings
Ratings Distribution
Not Available
  • Excellent

    66.7%
  • Very Good

    33.3%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    41.1%
  • Very Good

    21.1%
  • Average

    17.2%
  • Poor

    9.3%
  • Terrible

    11.2%
Review Summary
Not Available
Not Available

Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.

  Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Not Available
  • TOGGLE Copilot Offers Custom plan.
  • Free Trial Available
  • Starts at $35.99.
Pricing Plans
Monthly Plans Annual Plans

Simplifi $3.99 $5.99 per month

TOGGLE Copilot Custom

Starter (Window) $35.99 $35.99 per year

Deluxe (Window) $46.79 $46.79 per year

Premier (Window) $70.19 $70.19 per year

Home & Business (Windlow) $93.59 $93.59 per year

Starter (MAC) $35.99 $35.99 per year

Deluxe (MAC) $46.79 $46.79 per year

Premier (MAC) $70.19 $70.19 per year

 
View Detailed Pricing
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Accounts screenshot
+ 8 More
TOGGLE Copilot screenshot
+ 4 More
Spending
+ 2 More
Videos Video Thumbnail
+ 2 More
Video Thumbnail Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: Menlo Park, California Located in: NYC, New York Located in: Menlo Park, California Founded in: 2016
Contact Details

Not available

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

Not available

https://www.toggle.global/copilot

Not available

https://www.quicken.com/

Social Media Handles

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