Simplifi is new to me. I was using Goodbudget, but it was taking too much time from my life. This app seems to be less of a budget (still does budgeting) and more of a whole financial picture app. I love that I can see my investments and every one of our checking and savings accounts in one place. The app is intuitive and you can teach it what to do with recurring income. This saves me loads of time.

The annual subscription is absolutely worth it. I can see all of mine and my fiancé’s assets at once, categorize transactions at any time, and edit what’s needed to make the monthly reports useful for my budgeting. My only issue is that a lot of the recurring bills settings and categorizing have to be done manually, the software isn’t perfect at doing it automatically. If you don’t adjust it yourself then the report and alerts it provides you won’t be accurate.

I had been a Quicken user in the past. After a few years of free wheeling I thought it would be time to start using Quicken again. I still find it useful but not nearly as easy to navigate. There are so many features and functions it is hard to get at what I need. If there was an ability to hide some of those it would be helpful. Maybe there already is and I will eventually find it.

Awesome app. Easy to hook up accounts, even had my little credit union in it. Automatically categorizes payments where possible, if not possible you can make rules to do it. Nice retirement planner. Net Worth dashboard widget. Split transactions. “Watch” buckets. Tells me how much I have to spend for the month after subtracting all bills, predicted income and planned spending buckets. Highly recommend

I love the comprehensive subjects that are recorded, downloaded and/or reported on. It truly is a time saver and reference point to analyze & document personal, Contractual and Self-Employed finances.If I may add a "wish feature" or 2, it would be:1. Add Horizontal scroll bars along with the current Vertical scroll bars.2. Add an "instant back" link to my previous page. Currently, I must use menus to navigate back to my previous page.

I always thought I had decent financial literacy. After putting in all my financial information and letting Q crunch it all together, I realized how much I didn’t know! My financial literacy has shot up with the powerful tool of Q. If you’re serious about managing your finances, use Q. The cost of this product has already paid for itself many times over for me.