Should be great but…
It candidly seems like they just don’t try hard. Example: the review transactions feature they just released. I hit mark as reviewed. Then wait. I mean really? If it takes me 10 seconds to go through each transaction I’m not going to do that. Even if the feature itself is a great idea.
Useless
A waste of time and money.
Waste of $
I had Mint, which was awesome. Quicken bought them and did not learn from them. The app is not intuitive. You need a degree to figure out how to get everything to work.
Only App for Me
I found this app to be the best for myself and my family in Canada. It’s the only one that I’ve found actually syncs to Wealthsimple, Canadian Amex, RBC, among others. It can take some tweaking.
Tried the competitor apps but they use a Finnish platform (Plaid) to sync (attempts, but fails) to banks in Canada which doesn’t work for many Canadian institutions. Quicken appears to use its own well established platform to sync for my banks and credit cards.
For me, it’s well worth the price for that connectivity alone.
Tried the competitor apps but they use a Finnish platform (Plaid) to sync (attempts, but fails) to banks in Canada which doesn’t work for many Canadian institutions. Quicken appears to use its own well established platform to sync for my banks and credit cards.
For me, it’s well worth the price for that connectivity alone.
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Disappointing!
If I wasn’t already invested I’d switch to something else. And after my subscription is over I plan to look elsewhere. The monthly budgeting makes no sense and is impossible to set up. In the end this app is overall fairly dissatisfying. There was a glitch after months of using the app that my credit card stopped importing into the app. They were not able to solve it with their quick fixes so they put a ticket in for someone to work on the issue….three months later I got an email with a window of time I needed to be available and if I missed it then that was it. Absolutely terrible customer support!!!
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Logs me out randomly
When it works, it’s a great app. But, twice in two weeks I’ve been logged out of my Quicken account and Simplifi for no reason. The first time, I had to spend over 90 minutes on phone support to regain access. They said sometimes the app doesn’t like VPN, firewall, etc and to turn them off. If this app can’t figure out how to work with normal online safety procedure, I don’t know what to say. Today, I’ve been randomly logged out again and Quicken won’t take my password. I refuse to spend more time with support. Luckily, I’ve just found another equally useful app that begins with M. Successfully added my accounts and then canceled my Quicken subscription.
As well, there is not sufficient foreign currency support. This is an essential feature for me.
As well, there is not sufficient foreign currency support. This is an essential feature for me.
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Great
Honestly the best money management app for the price. The price is fair and it does everything I need it to do to keep track of the inflow and outflow of money. Great for first timer, like myself. It is keeping me accountable.
Lots of bugs
Been using this for less than an hour and have run into several bugs already… not getting a good feeling about this.
Bank of America Sync
After Mint was acquired and gutted, I’ve been using this app to track my budget and finances. I have so much set up here, but it hasn’t been able to sync with Bank of America for over two months now, leaving a hole in my budget reporting and visibility. I’ve spoken with customer support a few times now and there’s no expectation of when the known issue will be resolved. I don’t want to start over with a different budget app, but I’m mad I’ve paid the expensive fee for this one and it’s not working as it should.
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Everything in one place
Simplifi is new to me. I was using Goodbudget, but it was taking too much time from my life. This app seems to be less of a budget (still does budgeting) and more of a whole financial picture app. I love that I can see my investments and every one of our checking and savings accounts in one place. The app is intuitive and you can teach it what to do with recurring income. This saves me loads of time.
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Amazing tool
This is hands down the best tool for personal tracking. I have multiple accounts and cards. Very hard to manage and was trying to do this with Quickbooks. This is 10x more user friendly. I wish used 5 years ago. I would have saved much more money!
So so
Slick and modern UI, and very responsive.
My biggest gripe with this solution is that it’s not “intuitively” accurate; the spending plan is “hit or miss” and requires too much effort yo make sure it’s setup properly and even then, it may not be. Needs work, but strong contender in the PFMS space
My biggest gripe with this solution is that it’s not “intuitively” accurate; the spending plan is “hit or miss” and requires too much effort yo make sure it’s setup properly and even then, it may not be. Needs work, but strong contender in the PFMS space
AI
Stop using AI.
Getting organized
It’s ok. I still find the need to use a spreadsheet. I’d like to personalize it and can’t. It’s very limited to what it will do for me and how to function. Probably won’t stay with it
Extremely difficult to get a refund (if at all.)
This application does not offer a free trial, but Quicken claims that they offer a 30-Day Money Back Guarantee. I thought “what the heck, I could try it and if it doesn’t work for me, then I can get a refund.” I was initially excited to use the application but was kinda met with a a budgeting system that doesn’t work for me.
I wouldn’t have minded trying to learn how to use the app, but there were some annoyances with using it. One is that the application doesn’t seem to make it easy to review and categorize any banking transactions. My biggest gripe with the app is that while they do connect with plaid, every time that I would go back to the main screen, I would be asked to reauthenticate my bank with simplifi. I’m all for security but other applications make this entirely seamless.
I’ve decided that this application wasn’t worth it for me and I have requested a refund. Apparently “30-Day Money-Back Guarantee” has absolutely no meaning if you subscribe to their app via the App Store. Mind you, I’m asking for a refund only 6 days after purchasing and using the app. I filed a request for refund through Apple twice, and they denied me a refund both times, claiming that I and not eligible for a refund and this decision is final. I went to quicken and they claimed that they do not process refunds and that would be handled via Apple.
I’ve spend 3 hours going back and forth between both companies, and have not been granted a resolution. I have requested from quicken a manual override, since they received my hard-earned money. I escalated this to their customer support supervisor and was told something to the effect of “tough, contact Apple for those disputes.”
I firmly let them know that since they are the 3rd party developer that handles and processes these overrides that they are essentially in violation of deceptive advertising practices. Like Dude… your website says “Money-Back-Guarantee.” I’ve had no choice but to escalate this to the FTC and have filed a complaint with the better business bureau.
Never in my life have I thought that I would have to file a legal complaint against it, but if they seriously want to waste more money fighting legal challenges, doesn’t that tell you a lot about their business practices?
I wouldn’t have minded trying to learn how to use the app, but there were some annoyances with using it. One is that the application doesn’t seem to make it easy to review and categorize any banking transactions. My biggest gripe with the app is that while they do connect with plaid, every time that I would go back to the main screen, I would be asked to reauthenticate my bank with simplifi. I’m all for security but other applications make this entirely seamless.
I’ve decided that this application wasn’t worth it for me and I have requested a refund. Apparently “30-Day Money-Back Guarantee” has absolutely no meaning if you subscribe to their app via the App Store. Mind you, I’m asking for a refund only 6 days after purchasing and using the app. I filed a request for refund through Apple twice, and they denied me a refund both times, claiming that I and not eligible for a refund and this decision is final. I went to quicken and they claimed that they do not process refunds and that would be handled via Apple.
I’ve spend 3 hours going back and forth between both companies, and have not been granted a resolution. I have requested from quicken a manual override, since they received my hard-earned money. I escalated this to their customer support supervisor and was told something to the effect of “tough, contact Apple for those disputes.”
I firmly let them know that since they are the 3rd party developer that handles and processes these overrides that they are essentially in violation of deceptive advertising practices. Like Dude… your website says “Money-Back-Guarantee.” I’ve had no choice but to escalate this to the FTC and have filed a complaint with the better business bureau.
Never in my life have I thought that I would have to file a legal complaint against it, but if they seriously want to waste more money fighting legal challenges, doesn’t that tell you a lot about their business practices?
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Simplifi
Easy to set up. For me it’s great! Tracking my finances - I only have to look in one place for everything. Love it!
Amex not accepted
Avoid this app if you are an amex user. The platform does not support Amex. Furthermore, customer support gives a generic excuse about a “48 hour maintenance window” that never actually gets resolved. Reddit threads confirm this is a widespread, ongoing issue which the app doesn’t disclose when registering.
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Horrible Support
They force you to use a bot for support, which is not helpful most of the time. And then you finally get an agent, who is only helpful some time, but mostly just telling you to delete and reinstall the app or use the web version as an alternative.
Waste of money
Tried it for a year. Takes way too much time to set up, constantly having to re-log into accounts. And it doesn’t do anything that a spreadsheet doesn’t do
Don’t do it
It used to work fine, now accounts won’t connect. Don’t waste your money (irony is heavy here)
