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Description

Simplifi by Quicken helps you effortlessly manage all of your finances in one place and make your hard-earned money work harder for you.

Simplifi by Quicken makes it easy to customize and track your budget, manage spending, and reach your financial goals with one personalized, use-anywhere app.

EASILY ORGANIZE YOUR MONEY
* Automatically connect with and view all your financial accounts in one place so you know exactly where you stand
* Effortlessly identify changes in spending, income, net worth, and more so you know you’re on the right track

SET & ACHIEVE PERSONALIZED GOALS
Whether you’re saving for your dream home, a vacation, retirement, or your child’s education, Simplifi by Quicken helps you achieve life’s most important milestones.

TRACK SPENDING & BUDGET WITH CONFIDENCE
Feel confident that you are covered to spend on the things you care about:
* Create a simple budget based on your income and bills to make sure you aren’t spending more than you make in a month
* Categorize and monitor spending so you can get and stay ahead

LEARN KEY SPENDING & SAVING INSIGHTS
* Discover key insights so that you can make decisions that matter to you
* See how much money you have spent this month, excluding bills and subscriptions, so you know if you can spend or need to cut back

SECURITY
We’re serious about protecting your account and privacy. Visit https://www.quicken.com/privacy/us to learn more.

PRIVACY
If you are a California resident, please refer to the new privacy guidelines set forth by The California Consumer Privacy Act on information sharing. If you would like to opt-out of the sale of your personal information as defined by these new guidelines, please go to http://www.quicken.com/privacy

What’s New

Version 2.11.0

Bug fixes and improvments.

Ratings and Reviews

4.3 out of 5
585 Ratings

585 Ratings

aca_christy ,

I finally have a budget

For many years I have struggled to figure out a budgeting system that isn’t burdensome to actually use. I was looking for an app that helped me to track spending by category and was not unpleasant to use. If I don’t enjoy using an app I probably won’t use it. I have been using Simplifi for two months now and it has done the trick. Most of the time I use it on my PC. It does not always interpret things like transfers between accounts or credit card payments in the way I expect them to but it is easy to catch and fix small incidences of jankiness. I login daily to re-categorize transactions although the system does allow you to tell it to categorize future transactions the way that you want them. Halfway through the month I copy the spending by category into an Excel spreadsheet to see where I’m at and then at the end of the month I update it and analyze the variances from my budget. It would be great if that functionality was actually within Simplifi, but it is easy enough to do.

Dipsychic ,

Great Financial Tool!

I have struggled for years with different softwares that always lack too much to continue their use. I was hopeful with this product since it’s from Quicken. I am very happy with this software! I love the dashboard, reports ,drill downs, ability to export to Excel. This is the FIRST product I have used that gives me the information I need and frankly has enlightened me to my actual financial situation. I do have two asks from the developers...1, as others have mentioned it would be much easier to have a running balance on the transactions page so I don’t have to go back to the dashboard to see account balance. 2, iPad app that allows both portrait and landscape views. I get around this by opening on the web and not in the app. Overall this is a great financial tool that has allowed me to make a significant change to the way I can see, plan and ultimately change how I manage my money. Thank you!!!

Developer Response ,

Thanks for sharing!

Moonlight_Huanghou ,

Not a full finance App

Honestly it’s missing some of the basics and it has been out for a while. This app is great for budgeting by categories, but it goes no further. You cannot see cash flow, you cannot see a P&L report, you cannot export any of the reports (which is honestly important and needed for accountants). The cash flow is useful so you can see a quick breakout of all your expenses vs income and the net income. For the reports that are there you can’t click on it to view the data broken down at a quick glance. You’re relying that you categorized it correctly to begin with.
Dashboard doesn’t let you view cash flow which is worthless. Having to push the back button multiple times to get back to the dashboard is obnoxious. No dark mode. App can only pull 4-5 months prior when syncing for the first time. Yet there is no way to import financial statements to fill in the missing months. So when you start this app you cannot see a full annual account report. Etc. If you just care to monitor your budget only you’re better off using something like spendee, wallet or that envelope app. This is not worth $40 annual. For that sum I expect a fully usable personal finance app.

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 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

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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