
Quicken Simplifi: Budget Smart 4+
Personal & Business Finances
Quicken Inc.
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- Free
- Offers In-App Purchases
Screenshots
Description
Quicken is the all-in-one financial planning and money management app to give you a complete view of your finances. Whether you're creating a budget for your household or are an entrepreneur running a small business and preparing for taxes — get access to all your accounts and data in one app. Join the over 20 million users who've used Quicken to stay organized and in control of their finances.
Personal Finance Features:
Connect and Track Financial Accounts:
• Track income, expenses, and spending by connecting your bank accounts, credit cards, investments, and retirement accounts
• Creating a spending plan to better budget for bills and expenses
• Get real-time updates as transactions occur
• Connect to Zillow to monitor the value of your home or rental properties
Make a Plan for Your Money:
• Create a custom budget for your income and expenses
• Set savings goals, pay off debt, and plan for retirement
• Get alerts for upcoming bills and changes in cashflow
Get Insights and Grow Your Money:
• See account balances and spending trends at a glance
• Monitor your debt payoff progress or set a goal to save more money
• Track categories like subscriptions and food delivery with personalized watchlists
• Identify changes in your net worth and opportunities to grow your wealth
Introducing Quicken Business & Personal: Quicken now includes powerful tools for small business owners to need to manage their business finances alongside their personal finances. This all-in-one approach allows you to access all your finances—without having to switch between multiple products and apps. Stay on top of your business income, expenses, invoicing, and taxes all in one place.
Track & Manage Business Finances:
• Manage income and expenses for one or multiple businesses
• Automatically categorize business transactions for easy bookkeeping and accounting
Invoicing & Tax Prep:
• Create and send professional invoices directly from the app
• Track deductible business expenses and generate tax reports
Analyze Business Finances:
• View business performance separately or alongside your personal finances
• Filter and analyze transactions to keep your business on track
Why Choose Quicken?
Quicken gives you a clear, real-time view of your money—so you can make smarter financial decisions and achieve your goals.
• Holistic view: see personal and business finances side-by-side in one app
• Real-time updates: track transactions in real time
• Custom insights: beautiful charts and graphs to help you better visualize performance
• Simplified tax tools: stay tax-compliant and share reports with your CPA
• Smart budgeting: keep your personal and business budgets on track with ease
• All-in-one solution: whether managing your household or also running a business, Quicken is designed to be your go-to app for all things money
What’s New
Version 5.28.0
Automatic categorization got an upgrade! Transactions can now be categorized based on the account from which a transaction occurred.
Additional features for small businesses include reporting by client or by project – as well as seeing any available credits for projects.
Ratings and Reviews
See AllExcellent insight
Very intuitive and insightful. Could use work on importing accounts that aren’t synching and reporting on split expenses.
Does not connect to Canadian Banks
Did not enjoy the fact that I had to purchase the subscription before even knowing if the app would connect with my bank, turns out it doesnt and I’m out 50$. Waste of time.
Connection Issues & bugs…
I had high hopes for this software. When I first started using it I was impressed and gave it a 5 Star review. However, it’s gone downhill since. I haven’t been able to connect to EQ Bank for 3 months now with no resolution in sight. I regularly see bugs in the software; though most are minor.
Not to mention… it appears the developers description here in the App Store describes a different product! I’ve never seen any Business financial management tools in the app. This is just another example of how sloppy they’ve become.
Subscriptions
App Privacy
The developer, Quicken Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Quicken Inc.
- Size
- 91.5 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 15.1 or later.
- iPad
- Requires iPadOS 15.1 or later.
- iPod touch
- Requires iOS 15.1 or later.
- Languages
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English
- Age Rating
- 4+
- Copyright
- © 2025 Quicken Inc.
- Price
- Free
- In-App Purchases
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- Quicken Simplifi Annual Plan $99.99
- Quicken Business & Personal $129.99