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About Simplifi

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.

Screenshots & Videos

Accounts screenshot
Balance Check screenshot
Recurring Bills screenshot
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers

API Support

  • NA

Modes of Support

  • Online

Simplifi Features

Personal Finance Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    100%

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Transaction History

Allows to verify or check all your historical transactions anytime

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Multi-Currency

Enables payment and collection in multiple currencies.

Simplifi Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot
Disclaimer: The pricing details were last updated on 08/04/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Simplifi Pricing.

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Simplifi FAQs

What is Simplifi used for?

Simplifi is Personal Finance Software. Simplifi offers the following functionalities:

  • Investment Monitoring
  • Loan Management
  • Property Management
  • Transaction History
  • Tax Reports
  • Spending Limit
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Alerts

Learn more about Simplifi features.

What are the top alternatives for Simplifi?

Does Simplifi provide API?

No, Simplifi does not provide API.

Simplifi Contact

Vendor Details

Menlo Park, California

Contact Details

Not available

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

Social Media Handles

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