Quicken Simplifi User Reviews

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  • A bit early to buy

    Love the concept and fresh look. Obvious that a watered down version of this powers the Quicken web app. It’s frustrating that instead of really plowing these development efforts into the existing paid platform in Quicken they are launching a separate product and not even offering a subscription credit to existing quicken customers who want to switch to this.

    I also get these are separate products and governed by different data usage/connection agreements but it’s frustrating there isn’t better crossover for connectors between quicken and simplifi.

    They desperately need a data migration solution from Quicken to SImplifi or at least let us upload transactions. At least they are working on a mobile first approach rather than depending on an outdated file structure in Quicken. Still a couple of disappointing facets but I’ll keep my eyes peeled.
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  • Great start!

    This app has a lot of things to love but it still has some bugs to work out. I stopped using quicken awhile back because it was more than I really needed to manage my expenses. This app gives me everything I want from seeing my spending plan for the month, to tracking savings goals, to analyzing spending and tracking regular bills, without the extra clutter that quicken has.

    The bugs I’ve experienced are mainly around the savings goals. Adding or taking money out of the savings goals doesn’t always work and I’ve also seen it show an incorrect balance in the savings account summary screen on the account I added the money from. We should also be given the option to either show the savings contributions in the balance of the account summary or not. And there definitely needs to be an option to set up an automatic savings contribution to the goals that is also captured in your spending plan.

    The investment tracking doesn’t offer much other than adding in your investments for net worth tracking. It would be nice to see some analysis on the mix of investments and set target assets to monitor against what you actually have.

    Overall I’m very optimistic about Simplifi and will continue using with the hope that they work out the bugs and add the enhancements that I’ve noted.
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