Simplifi

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.

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Pricing

Free Trial Available
Starts at $5.99.
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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

60%
Momentum

62%
Popularity

77%

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

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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

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Simplifi $5.99 $5.99 per month

$5.99 /month after free trial. Billed annually.

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

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Disclaimer: The pricing details were last updated on 20/09/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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