Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 6.12.1
  • Adult Rating: 4+
  • File Size: 83.82 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.1 or later.
Score: 4.54
4.54
From 11,000 Ratings

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 Quicken Business & Personal includes powerful tools for small business owners to manage their business finances alongside their personal accounts. 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

Screenshots

Reviews

  • Good but …

    3
    By NevzzD
    It is good but could use some OOMPH for account updates. Had issues in updating categories and other activities, hence a 3 star rating.
  • Don’t recommend

    1
    By GreenDayFan1996
    Not worth it. The appearance is poor. The app sends messages about pay and bills days late. It doesn’t match transactions if the amount is different than last month. It takes more work to make it work than the value or insight it provides.
  • Money.

    1
    By Alksr14
    When you sign up, you cannot use any of the features until you subscribe to a plan. Everything is locked away behind a paywall. It’s also really difficult to delete my account. There is no delete button. Overall, it’s difficult to use.
  • Nice Tool

    4
    By RH338
    Really nice budgeting, finance, and tracking tool. The setup takes some time and it isn’t perfect, but works very very well for the cost.
  • Fails to update most accounts

    1
    By nehilania
    After Mint shut down, I needed a new provider for budget management and transaction aggregation. Quicken offered a good deal to start but wow, this is vastly subpar to the free app Mint. I have had untold issues with my accounts synchronizing that were never experienced with Mint, a free service. When I engage with support, I am given very limited levels of assistance IF ANY AT ALL. They routinely ignore my requests to add financial providers that Mint had no problem adding. Definitely a step down while paying for it.
  • Absolutely must for retirement

    5
    By CarlHub
    Over 50, need to focus on investment growth across retirement accounts and monitor spending.
  • Too glitchy to depend on

    2
    By Chica20026
    I hoped to replace my spreadsheets with this app, but it’s not dependable. I have to re-categorize things multiple times and even when I set the rules, the app categorizes, however it wants which means that I’m never sure how much money I have left. Also, a huge flaw is that it does not let you carryover your balance from one month to the other.
  • Horrible

    1
    By Junior580
    Don’t subscribe through the app store. Quicken offers a “30-Day Guarantee: You can request a full refund within 30 days of your initial purchase or annual renewal.” Apple doesn’t honor this policy and denies refund requests.
  • Missing baseline features of Classic

    2
    By Lulubcm5
    The three big issues I have: 1. Recurring transactions can’t be set up with splits, which makes absolutely no sense if you’ve got a mortgage and want to be splitting your payment by principal, interest, and escrow. 2. If you were splitting a transaction, none of the lines can be negative. I quite often liked to show the full price of something I was paying for and then a negative for the sale reduction, or coupon, etc. 3. When splitting a transaction, you don’t get to put a description for each line item. I quite often like to put in the description of what I was buying and only being able to do that for the summary amount is just not helpful to me.
  • Can even report a problem!!!

    1
    By Shannon S.
    So far this app has been a waste of money. I only have access to iPhone 16e, and the app doesn’t allow me to update certain things and when you talk to the chat bot you will quickly learn that you cannot report a problem unless you are on desk top. Then they tell you to post it on community. And you will quickly find you can’t post on community either. This is absolute racist against iPhone users lol! Apparently iPhone ushers don’t budget? get it together! If you are going to charge so much provide a service.

keyboard_arrow_up