Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.37.0
  • Adult Rating: 4+
  • File Size: 88.10 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.1 or later.
Score: 4.40003
4.40003
From 6,572 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 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

Screenshots

Reviews

  • Buyer Beware: Simplifi Fails at Core Function

    2
    By CK044
    I came to Simplifi as a paid alternative to Mint.com, but it’s been a major disappointment. The app cannot connect to my retirement accounts at Citi, so my net worth view is incomplete and essentially useless. Even worse, my Ally savings account — which is still open and active — has shown the same incorrect balance for over five years. Simplifi says the account is “up to date,” yet it displays a phantom –$168k balance with no transactions, despite the account actually having a positive balance of just a few hundred dollars. Between the missing retirement accounts and the broken Ally feed, Simplifi provides no reliable picture of my finances. It’s nowhere near what Mint offered, and charging an annual fee for this level of inaccuracy feels like a ripoff. Buyer beware.
  • Just one thing

    5
    By Seen in Chicago
    It’s all good but … I’d like to be able to create a rule based upon an exact amount. For example if you pay a certain amount every month by check on a mortgage then it should be able to key on the exact dollar amount dollars and cents.
  • Great

    4
    By Bob Tada
    Really helpful Financial App that has saved me lots of time keeping track of the basics and more. Love it!
  • New to Simplify

    3
    By ChangedMine
    I’m having trouble getting the big picture. Some basic instructions would help.
  • Very nice but…

    4
    By Fam CFO
    I love having all my finances summarized in one place. My only complaint is it loses connection with a couple of my financial institutions quite often. Also reconnecting takes multiple tries
  • Not worth the trouble

    1
    By Pcerol
    I’m not keen on leaving negative reviews but this one earned it. First off, there’s no trial period. Ok fine. I got over that and paid up. Then it identified recurring transactions based on 3-5 transactions which happened 12-24 months ago and happily assumed I would suddenly start paying these again. But it failed to see recurring income transactions. Maybe I’m an “edge case” where my financial situation does actually change often but this is a far cry from the mature product I thought this was going to be. It also connected to but ignored a mortgage account. Hullo? Last but not least, it identified credit card payments as irregular income even though it had access to the bank account sending the payments. It’s half baked. That’s why they’re not giving a trial period. So: not worth it.
  • Totals in Transactions Searches

    4
    By Tonygee360
    This app is great and handy. It would be even more practical if it automatically totaled search results in “Transactions.”
  • Banks don’t link

    1
    By B$1229
    SCAME!!! BEWARE!! My bank hasn’t linked for months and they continue to say they are working on it. Of course it stopped working AFTER I paid. I contacted support and they say there is nothing to do with this app is A SCAM! Doesn’t work once you pay and they will come up with every excuse to not make it right. Zero money back or anything and it’s been 3 months since I’ve been able to even use the app.
  • Great product

    5
    By Jimmy Ivories
    I moved over to quicken simplify because Mint ended. I have always liked quicken and simplify is a well maintained, has sufficient resources for R & D, striving for improvement at a great price
  • Horrible attempts to lock you in if you decide it’s not worth it.

    1
    By *asr*
    My subscription just expired and I don’t want to renew. Guess I’ll just export my data and delete my account and… NOPE. They lock you out (without deleting your data which remains on their servers) if you don’t pay again for another year. PS still waiting for the ability to export investment history which has been “coming soon” with a grayed out button since I subscribed a few years ago. I figured it would be simple to leave since they were building this but turns out it was a lie to lock in customers.

keyboard_arrow_up