Leave a Review Quicken Simplifi
Tried Many Will Keep This One.
Painful at first, but now I really like it. Just a little learning curve on transfers. Use mostly to keep track of bills and how much cash I need to make it through the month. Also has nice line graph with income and expenses on web app. Probably at 7 accounts I’m tracking. One drawback is you seem to have to update all accounts and not select just one. I’m able to use 2FA but of course it’s a slow down. It also has import capability. On import transfers are suppose to set up the linking account, mine did not. You can set it yourself but was suppose to be auto. You can import Apple Card csv but if apple can’t get better than that I’m dropping Apple Pay. No access to Apple Pay but wallet. Ridiculous. No change my mind not paying 40. A year for this. No way.Show lessallanklu1
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!!!Show lessDipsychic
Developer Response
Thanks for sharing!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.Show lessStarOcean17
Really like it but...
I have used Mint for many years, and in the good ‘ole days, Quicken. This app has a clean and easy to understand user experience. The dashboard is a nice one stop shop visually for all income Nd expenses. It’s clean and add free, something that bothered me about mint. I do have some requests as this app is updated:
When setting a goal, you should have the option of linking an account rather than a requirement. Additionally, linking to a brokerage account as well as checking and savings accounts for goals would be useful. I’m saving for a car right now in a brokerage account and can’t tell the goal to link to it.
It would be nice if one could import data from Mint.
It would also be nice to see the credit score, making it truly a one stop shop.
Being able to create custom tags for transactions would also be useful, especially when tracking expenses that are for, say a home office.
Overall a well designed and intuitive app that meets almost all of my needs.Show lessRugratslave
Great alternative to old-school accounting apps!
I discovered this after mediocre results from another online-only app. Quicken doesn’t seem to do much marketing around this one, yet it is certainly worth the $39.
Take a bit of time to adjust categories, enter your recurring expenses / bills, I think you’ll find it a very useful tool not only for reviewing where your money goes but what is on the horizon for upcoming expenses.
I’m using the iPhone client, w. Browser version on my laptop, and it’s handling everything I need.
I won’t miss the apparently never-ending bugs in the more sophisticated desktop style apps.Show lessCJTacoma
What I Have Been Waiting For.
I recently found out that the computer based Quicken was more than my old MacBook could take. So I was left to either spend $$$$ on a new one or try out a web based tool like Simplifi. I tried Mint and multiple other tools and just did not like them. I needed something that would show me how my expenses will affect my overall balance and that would give me a good view of the month or months ahead.
Then I tried Simplifi. And, for the most part, it is a perfect tool. It has so much financial planning packed in it - it really makes an impact on how I plan my spending.
Not much more to say other than give this app a try. Oh, the web based experience is really what makes this work. You will love it.Show lessThe Sox Converter
Very confusing app.
What a waste of time, I was excited to download a new app from Quicken a company I used to love. In the old days it was all about simple easy accounting software but now it’s all about complicated worthless information. It seems like the app spends all its time predicting the future and not telling us the past! I want to know what I spent for tax purposes and for my knowledge not to have a machine tell me the future.
So now I want to cancel and I wasted time trying to find where to cancel? How do I cancel? Someone please tell me?.
Years ago, yes I’m that old when Quicken really cared about their customers they developed great simple software, sold it to us and it kept our records, now this new quicken company wants to harvest our info, sell it to marketers, predicts our future spending and keep us confused about our current numbers and recharge us every year for the same software.
All I need is simple record keeping software. Why is that so difficult to produce Quicken you did it in the past?Show lessCARealtor
has potential, but very buggy and lacking so far
this app has potential. it looks nice, but there are so many bugs. there’s also literally no way to customize it, no way to filter your transactions (for example, the recurring transactions are listed in alphabetical order instead of the date the transactions will become due, and there’s no way to change that). so inefficient. one of the bugs that gets me is when you enter a transaction date and hit save, the day before or sometimes the day after that date will be saved, not the date you chose. so annoying. for the bugs, the lack of customization features, and the inherent inefficiencies, I have deleted the app. maybe some other time. there are entirely too many apps out there that get it right. this one seems super half-baked. certainly not worth a fee of any amount.Show lessShannon Delle
Might be the solution
So far this seems to be good. My one big issue with these types of apps is the way in which future transactions and the running balance is displayed. Here’s how I do my budget. I enter the next two months of expenses as scheduled transactions, things I know I have to pay. In the app I’ve been using those transactions show up in the register like every other one. But with this app, for some reason I can’t explain, they felt the need to change the user experience to a horizontal scrolling view. Please Simplifi just add it to the normal register. And please please add a column on far right with the DAILY RUNNING BALANCE. This seems to be such a challenge for makers of finance software.Show lessCOLORADOAPPUSER
Everything I wanted Personal Capital to be...
This is a great app, although it has some bugs and it’s not fully functioning with all platforms yet... we all know that updates and bug fixes are coming. So far the layout looks great, the tools to manage finances and wealth are all there, and the goal setting feature is exactly what a millennial like myself is looking for, and it’s $4 a month fee is not bad for what you are getting. It does need to integrate with Betterment, hopefully they’ll fix that bug soon. My hats off to the engineering team who built this app. I’ll be using it moving forward. Personal Capital had a good run for awhile until their latest update. Simplifi definitely makes up for that loss.Show lessAwthaa
