Simplifi Pricing: Cost and Pricing plans

Simplifi Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Simplifi $3.99 $5.99 per month

$47.99 billed Year

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

Screenshots of Vendor Pricing Page

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.

Pricing Insights for Personal Finance Software

The Average Cost of a basic Personal Finance Software plan is $5 per month.
Simplifi pricing starts at $3.99/month, which is 20% lower than similar services.
27% of Personal Finance Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 44% offer a Freemium Model Allows users to access basic features at no cost..

Simplifi FAQs

How much does Simplifi cost?

The pricing for Simplifi starts at $3.99 per month. Simplifi has a single plan:

Simplifi at $3.99 per month.

Learn more about Simplifi pricing.

Does Simplifi offer a free plan?

No, Simplifi does not offer a free plan.

Learn more about Simplifi pricing.

Compare Simplifi Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Simplifi	3.99	per month	-		Simplifi Pricing
Monarch Money	7.5	per month	-	+	Monarch Money Pricing
Quicken	35.99	per year	-	+	Quicken Pricing
Money Dashboard	-	-	-	-	Money Dashboard Pricing
Mint	-	-	-	-	Mint Pricing
MoneyCoach	-	-	-	-	MoneyCoach Pricing
Pockett	-	-	-	-	Pockett Pricing
EveryDollar	-	-	-	-	EveryDollar Pricing
Wally	-	-	-	-	Wally Pricing
Lunch Money	5	per month	-	+	Lunch Money Pricing

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Simplifi Features

Show Feature Explanation

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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

Simplifi Pricing

Pricing Insights for Personal Finance Software

Simplifi FAQs

Compare Simplifi Pricing Against Competitors

Free Software Alternatives to Simplifi

Simplifi Alternatives

Simplifi Features

Personal Finance Features

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