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.









