Leave a Review Quicken Simplifi
It’s the best out there
I’ve had them all - and compared to Personal Capital and Mint, the nod goes to Simplifi. It’s not perfect - the investment performance in Personal Capital has more features and the UX in Mint is slightly better plus the integration with Turbo Tax makes it convenient. But Simplifi has the complete package - I’ve had been using these three in parallel but have finally decided on Simplifi as my go-to platform for all things aggregated from a financial perspective. The layout is intuitive from a design standpoint, the ability to add manual investment accounts is very much appreciated (I have an offshore equity account) and the linking of bill payers is excellent - a much more complete experience than Mint or Personal Capital. There isn’t Zillow linking yet - or KBB for vehicle values - but I’m sure it’s a high priority on the product features backlog. Looking forward to future developments with this exciting and promising aggregation platform.Show less(JLB)
Close to greatness
I have been looking for an app that provides a financial forecast, something that I’ve missed since I stopped using quicken desktop, and finally found something comparable! Simplifi has done a good job at basically rebooting quicken and updating its functions to be usable on the go. There is definitely room for improvement, but I am hopeful that updates will fix some of the main issues.
The lack of an iPad version is a big disappointment though and there are some features that could to with some fine tuning (it is difficult to move a variable cost recurring bill to the right place for tracking, some options/features are only accessible on the website, etc.)
Bottom Line: For the price, this is an incredibly useful budgeting/financial tracking program. There is room for improvement, but I’m willing to bet that most of the issues are already being worked on. It has become my go to and would definitely recommend itShow lessJustin/Odd Autist
Bugs bugs bugs. It’s ridiculous
Whoever is leading app development here should be fired and should never be allowed to work again. The app STILL does not work on iOS despite the numerous updates claiming “bug fixes and performance improvements.” Here are a few examples, in case you think I’m lying or being too nit picky.
The hamburger button in the top left doesn’t work. Period. Yes that’s right, that means when you try and access the menu, nothing actually happens. The button doesn’t do anything. You press it and it just sits there staring back at you. Same with the profile button in the top right. I push it and nothing happens.
This seems like pretty basic stuff no? Is there any semblance of quality control here, because it feels like a bunch of 5 year olds are pushing random buttons and someone accidentally authorized an app launch that wasn’t even close to being ready.Show lessWASF1
Plan your month, don’t let it plan you
Ok, so I had been a Mint subscriber for about 10 years before trying Simplif. I was so sick of the ads that I honestly couldn’t even use the service. Still, sadly, nothing came close. That is till Simplifi!
This app also does the one thing that Mint never had. It lets you actually plan your month out (with all your usual expenses and bills)! This is a game-changer for budgeting, as it lets you forecast where you are. Add the saving for special stuff option, and you have a great app!
Only thing left IMO would be a native iPad app. 🤓Show lesshikerspath
Always one step forward, 3 steps back
I am a subscriber and have been with this app since the beta. Lately, updates to iOS and the web app introduce more bugs than they fix. On iOS, the menus are now gone from the main screen, the investment card has wrong amounts listed, and the 2FA dialogue cannot be cancelled. Things that used to work, now don’t. This has become quite common. The QA process has gone downhill. I’m not even mentioning the web app, for which I have multiple support tickets open. I had given this 5 stars previously, but this isn’t warranted for the time being. I have reloaded my accounts into Personal Capital, which also has an IPAD APP! My renewal is due in a month; and a few months ago, I was sure to renew; now not so much. Support is very responsive, the dev team not so much.Show lessde Schnack
Downhill since paying! Please fix the app!!
First off, I do like the layout and the general appearance of the app. Worked well right away and decided to buy a yearly subscription. This is where it started to go wrong. Bugs, Bugs and more Bugs started to appear. Spending plan has been broken for me since the start of February. Spending plan says all zeros no matter what I do. This is an important part of the app for me and I sent in a support ticket that was escalated but it’s now March and nobody can fix it. Customer service is responsive in the app but without resolution of this bug I have a hard time finding value in this app. Second, the app has become painfully slow. I mean very slow, app freezes are normal and have to resort to access on the Mac. Saving Goals often disappear, then magically come back after a week of so. I’m ready to be done with the app and will not renew next year if significant changes and bug fixes aren’t made. Can not recommend this app at all to anybody at the moment.Show lessJbas21
I wanted to like it
As a former Quicken, Quickbooks and Mint user .. I was looking for a simple app for my phone. Today I downloaded and added my first account (Chase, a major bank) and it downloaded transactions for the pas 90 days .. except ZERO transactions from the past 30 days were downloaded. The balances were also incorrect. I contacted support and they’ve escalated the issue .. but this was just strike #1.
As I was on their chat support for 30 min trying to figure out why my most recent 30 days did not import, I started marking my business transactions as ‘remove from reports’ but when I clicked spending reports, those transactions still showed in the reports’ transaction lists (including the eyeball icon indicating it should be hidden) I was told this is intentional, but the balances do not include those transaction amounts .. but I didn’t take the time to manually confirm this is the case.
This app just isn’t ready yet .. it has way too many bugs to squish. I’m disappointed that Intuit/Quicken would release such an incomplete product.Show lessErica_FL
A Good Start
I’ve been using Simplifi since it was in beta last year, and it has evolved in some nice ways. You can import transactions now (and it specifically supports Apple Card which Mint couldn’t!), and they have been improving their reports over time too. I appreciate not being bombarded with ads all the time, and the price feels right for what you get.
I enjoy the Spending Plan feature. Once I got my bills and things input it’s a nice way to see how I’m doing this month at a glance. PLEASE MAKE A WIDGET for this!!! It’s begging for one so I can add it to my Home Screen.
Things I would like to see in the future that keep it at 4 stars: iPad app, Dark Mode, better investment tracking tools, the ability to mark certain accounts “closed”.Show lesscgriffin215
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.Show lessaca_christy
Basic bugs still
This app still has some basic work to be done before it should be charging for a subscription. The most notable issue for me is the login screen. A small portion of the login screen on the left is cut off, resulting in not being able to see the first 2 letters of my login or password. In trying to be secure with a complex password, this is a deal breaker for me because it prevents the use of the copy/paste feature from my password app. I thought it may be an update issue, but I just updated and the screen is the same.
Even at just $4/mo, these types of inconvenience issues aren’t worth the price when others like Mint are available. Suggest offering a free with ads version while you all work out the bugs.
Best of luck Quicken.Show lessFCD 19
