Leave a Review Quicken Simplifi
Ne fonctionne pas au Canada
Disponible dans le Appstore au Canada, permet de s’abonner mais pas fonctionnel . Institution bancaires canadiennes non disponibles rendant l’application inutile.PTX884
Developer Response
Nous sommes désolés d'apprendre que vous rencontrez des problèmes pour connecter votre banque. L'application connecte toutes les grandes banques canadiennes, mais si vous rencontrez des problèmes, veuillez nous contacter via le centre d'aide intégré à l'application. Merci. -Jacques (Quicken)Has potential, buggier than mint
I am a former Mint user. First a few gripes. 1) Simplifi not showing correct balances. This could be a deal killer, I need to trust an aggregator to show correct balances in all my connected accounts. It may be partly my fault, since I deleted some transactions, but after a resync the balances should be correct. 2) Monthly budget does not show nested views (categories and sub categories on same view). Mint displayed the monthly budget progress better. 3) No advanced rules (i.e. amount + payee => category) for categorizing transactions. This was not available in Mint, but Mint was free and Simplifi costs money 4) Split transactions show up in budget categories with the pre split amount. Mint showed the split out amount (much more useful) 5) Some connected accounts require sms authentication (TSP), and Simplifi has no option to suppress that from coming up every time I open the app (they could have option for manually update). There are some good things, the UI looks nicer and there seems to be more options for customizing the display and displaying reports.Show lesstannerandy
Bank is now connected!
I was ready to leave Mint, decided to go to Quicken Simplifi. Then I found my bank was not connected! I sent the bank login URL to Quicken as suggested, first time it did not find my instruction. That was weeks ago. Well discouraged as I was with trials of FaithFi (would log in to bank, but not import transactions from my institution), Ramsey Easy Money (no way to filter transactions by account), Empower and Monarch (would not find my bank), and the disappointments with PocketGuard, You-Need-A-Budget, and Nerd Wallet, I have now settled on Quicken Simplifi.
I like - Manual as well as online accounts - customizable categories - ability to rename accounts - It’s fast to update, too. - Works okay iPad if you can stand to forced portrait view.
I may update my review to 5 Star later, but for now, I am just a little disappointed in the reports function, but expect that to get better as I learn to negotiate and customize a little better. This is a good replacement for Mint, and, while there are some things about Mint I am sure I will miss, there are some things about Simplifi that I like lots better.Show lesscrh1957
Do not buy if you are in Canada
This is a rip off. Should state this is USA applicationAmanada1245
Developer Response
Quicken Simplifi works with all major Canadian banks. The only consideration for our Canadian customers is that the app doesn't support multi-currency or currency conversion, so those that have accounts in both USD and CAD will only be able to use one within the app. If you have any questions or would like additional support, our team is ready to assist through the in-app Help Center. - The Quicken TeamDoes not work in Canada
Does not allow you to add Canadian banks. I reached out to support and they don’t me it only works in US. Not sure why they made it available here.Spelly514273
Developer Response
The service we use to link account should work with all major Canadian banks. The only consideration for our Canadian customers is that the app doesn't support multi-currency or currency conversion, so those that have accounts in USD and CAD will only be able to use one within the app. If you're still experiencing issues, we'd recommend reaching out to the customer service team through the in-app Help Center. They can also confirm availability for any other banks. -The Quicken Simplifi TeamPoor UI, Inaccurate “under construction” reports
I figured I’d try this app since Mint is shutting down. It’s very buggy and the UI for budgeting is terrible. The budget/planning tiles take forever to search through on the UI and there’s no way to search them. I don’t want to have to scroll through 30 tiles to figure out how much I have left on transportation. I want to pull it up quickly. I also noticed that the web app chugs when you add a lot of spending categories for the month. It actually reverted my changes I had made because the screen refreshed so slowly and I could click faster than the changes could save.
Reports - Head over to the net worth number on your dashboard and you may notice, like me, that it doesn’t match your net worth on the reports tab. Why? A quick search of the help points you to a net worth report feature suggested in 2020 and confirmed as still under construction by the AI help assistant. I’m guessing that means this is a feature that, after 3 years of being under construction, it still isn’t completed. I confirmed I’m not in Early Access mode either, so this isn’t encouraging to see for someone looking for a company I can trust long term to invest in its customers.Show lessSelect User
Don’t waste your money
I’ve used this app for over a year to help simplify my budget management. I was pretty much debt free before I started using this app. Because of the inaccuracies and flaws in the app, it threw me all off my budget game. Now I’m stuck in more debt than when I started. You’ll have better success handwriting out your finances than relying on this app to record accurately. I’m now going back through to try to discover what happened; basically glitches and bugs that erased or created new rules for my set settings. Excluding or including transactions from reports when it shouldn’t have been. Not recognizing transaction categories even after setting them how I needed them. It was super frustrating to have to reset every transaction multiple times per month. If you are going to have to double and triple check every transaction and every report to ensure accuracy then what’s the point when you can just write it out or type it in excel manually? This app is not worth the headache. You will have more success handwriting your budget than with this app.Show lessThisAppPutMeNDEBT
Want to love, forced to hate
The idea of the app is great. I love the spending plan, goal, and report features. It’s helped me save a ton of money. But the interface is still buggy after almost a year of use, and the service routinely loses support for different banks. Simplifi is supposed to be a simple, mobile-friendly alternative to Quicken. But (a) Simplifi has lost support for two banks that I use, which requires that I input all of my transactions at those banks manually, and (b) the mobile interface is buggy, often fails to load or categorize transactions, and it sometimes just erases my spending history outright. As a result, Simplifi is neither simple nor mobile-friendly. In fact, it’s rather labor-intensive. That I still use it—despite its shortcomings—is evidence of how great the foundational idea is. But now that my banks aren’t supported, I’m spending as much time on Simplifi as I would a robust, complicated desktop app. So I might as well just migrate to YNAB or Quicken. It’s an app you want to love. But it’s also an app that tries quite hard to make you hate it.Show lessApple146
New user but not greatly impressed
After my regular banking app removed their feature I’ve been unable to find a spending tracking app that fit my needs. I was really hopeful with Simplifi at first but tbh, it just seems like there are likely very simple features that it inexplicably lacks. You can only create a “rule” to rename expenditures- not income? …why? And You can make a rule that gives any expenditures with “xyz” keywords to a specific category, but then you can’t tell it to exclude or hide this category from the trend reports, spending plan, etc?? What is the purpose then?? This just seems so simple… what is the use of fancy AI that can breakdown and categorize all my spending if I’m going to have to remove every single purchase for work that gets reimbursed by my employer…? I found a blog link where people were requesting this feature and the Simplifi employee, in the thread, said that not enough users “voted” for the feature so it wouldnt be added. Sorry but that’s the dumbest thing I’ve ever heard. Do users even know you can vote for updates?Show lessGigdukfdhd
Update showing excluded transactions is so annoying!!
The latest update has been driving me nuts. To hide an item from reports or spending plan you have to scroll around until you find the right arrow to expand, previously the options were just showing. But what’s really leaning of the verge of being unusable is no longer removing items in the spending plan that you exclude. Based on their FAQs this is intentional but why?! It’s just noise, I don’t want to see what I’ve chosen to ignore. I get wanting to make it easier to find excluded items to change but there is no options to hide them (like there is in income, just do that in the spending plan too!) and it doesn’t group it at the bottom which would at least get them out of the way. Instead they are just hanging out there to have to scroll through and confuse you (the little gray eyeball is there but I still want to filter out). Really makes it way less usable. Other things- connections to banks don’t consistently work, it’s missing some flexibility like splitting an item and ignoring only part of this split. And you have to open and close the app at least twice for it to fully (very slowly) update, and I know when it’s worked because I’ll get batched email notifications that are obviously playing catch-up. Overall it’s a pretty good app but those little things start to add up and make it frustrating to use. I will continue to use it but I don’t recommend it to other people, fwiwShow lessisaidno0000
