Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.30.2
  • Adult Rating: 4+
  • File Size: 87.95 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.1 or later.
Score: 4.3
4.35327
From 5,684 Ratings
Free On itunes

Description

Quicken is the all-in-one financial planning and money management app to give you a complete view of your finances. Whether you're creating a budget for your household or are an entrepreneur running a small business and preparing for taxes — get access to all your accounts and data in one app. Join the over 20 million users who've used Quicken to stay organized and in control of their finances. Personal Finance Features: Connect and Track Financial Accounts: • Track income, expenses, and spending by connecting your bank accounts, credit cards, investments, and retirement accounts • Creating a spending plan to better budget for bills and expenses • Get real-time updates as transactions occur • Connect to Zillow to monitor the value of your home or rental properties Make a Plan for Your Money: • Create a custom budget for your income and expenses • Set savings goals, pay off debt, and plan for retirement • Get alerts for upcoming bills and changes in cashflow Get Insights and Grow Your Money: • See account balances and spending trends at a glance • Monitor your debt payoff progress or set a goal to save more money • Track categories like subscriptions and food delivery with personalized watchlists • Identify changes in your net worth and opportunities to grow your wealth Introducing Quicken Business & Personal: Quicken now includes powerful tools for small business owners to need to manage their business finances alongside their personal finances. This all-in-one approach allows you to access all your finances—without having to switch between multiple products and apps. Stay on top of your business income, expenses, invoicing, and taxes all in one place. Track & Manage Business Finances: • Manage income and expenses for one or multiple businesses • Automatically categorize business transactions for easy bookkeeping and accounting Invoicing & Tax Prep: • Create and send professional invoices directly from the app • Track deductible business expenses and generate tax reports Analyze Business Finances: • View business performance separately or alongside your personal finances • Filter and analyze transactions to keep your business on track Why Choose Quicken? Quicken gives you a clear, real-time view of your money—so you can make smarter financial decisions and achieve your goals. • Holistic view: see personal and business finances side-by-side in one app • Real-time updates: track transactions in real time • Custom insights: beautiful charts and graphs to help you better visualize performance • Simplified tax tools: stay tax-compliant and share reports with your CPA • Smart budgeting: keep your personal and business budgets on track with ease • All-in-one solution: whether managing your household or also running a business, Quicken is designed to be your go-to app for all things money

Screenshots

Reviews

  • Proper Mint Replacement

    5
    By JustPostReviewFFS
    This is what I needed when they killed Mint. CreditKarma is nowhere near the same feature set, and it’s basically a giant ad. This is what I’ve needed for the last year or however long it’s been. I don’t even mind paying for the subscription due to the quality and support. I wish I could have ported my Mint to this instead of CreditKarma.

  • I spent too much time sorting payment categories

    2
    By None316
    An important reason to try Simplifi was to sort expenditures according to their purpose. I believe (in the case of credit card expenses) that this is ultimately aided by the use of merchant category codes. Simplifi did a very poor job of categorising my personal credit card transactions and I would have to spend hours checking and correcting quite simple sorting mistakes, with for example hardware store purchases mis-categorised as groceries etc. This makes Simplifi unusable for me. I could do better than the app does by simply adopting the MCC table as a look up in excel.

  • It needs some improvements

    3
    By KSwanIT
    I like the concept but it does need improvements! 1- the daily spending plan, no idea how that works and where does numbers come from. 2- saving goals and availability for each account, simply why? 3- goal contributions, don’t ask where that money comes from! Why? Because the availability doesn’t match what is in the account I got the money from. Don’t ask or make my link it to a transaction 4- goal withdrawal, don’t tell me how much I can withdraw! I should be able to withdraw all of it without the app giving me the AVAILABILITY!!! 5- refund option, there is none; it makes a difference on the year expenses overview It’s a good help! We have a good view of our finances and it helped us a lot to set goals and to reach them.

  • Not the same level as original Mint app

    3
    By S7F5A
    Ever since we lost the mint app, I have been looking for an alternative. For the last year I have been using the Copilot app. It is visually great and navigation is slick but there is certain functionality that it does not have. I tried it for year and came to this app on the recommendation of PC Mag but I must say it has been a disappointment so far. It seems Quicken lost its Mint developers and a different team tried to recreate it without much success. How can a paid app be worst that the free one. Navigation is cumbersome. You have to constantly scroll up and down to get to the information you need. There is no single birds-eye view of everything. The main widget in the dashboard just shows amount left to spend. What category, it does not say. So you cannot tell which category you need to scale back in. Creating a budget is not straight forward and it separates the fixed recurring bills from all others. Fixed amount subscription items and mortgage etc can be put into recurring expenses but I keep groceries and fuel and other non fixed items in the spending plan. The app never shows all of them in one place. It tells me how much I have remaining after fixed recurring expenses but that number is useless unless you don’t plan to buy groceries or fuel or anything else. Categorization rules work but the process is not very intuitive and you jump through several screens. Plus excluding certain income is a pain. I like to keep a percentage of my income out of the budget but the app does not seem to allow that. Rules also do not take into account the amounts which limit their functionality. Charting in the app a not great. A couple of pie charts try to recreate Mint’s charts but they are flat and not interactive. There is no monthly cumulative expenditure trend chart either. Honestly, looking at the paid options out there I would have happily paid for Mint. I will be weary of any app that doesn’t provide trial period. Now I am stuck with this for a year.

  • Such a downgrade from Mint

    1
    By gimme mint
    This app advertised itself as a replacement for Mint but it’s absolutely not. There’s consistently connection problems and still no connection to Alight which Mint had. The interface is clunky and good luck fixing your accounts if you accidentally closed them. They cannot be reopened which means if you try to re-add an account? Duplicates everywhere.

  • The best of the budgeting apps, but…

    3
    By FinanceTango
    I tried a bunch of different budgeting apps before settling on the Quicken Simplifi. It was the best of the options. However, they are unable to link to all Financial institutions. I will set a bill is recurring, and it will duplicate it, replicate it, or delete it all together. I wish this relied more on AI to learn my budget categories habits and was more predictive. But again, for the options, this one was the best .

  • Love it

    5
    By JBSHA256
    Took about few days to 1 week to learn the features and set up the accounts, bills and income. After the initial setup, it is very easy to use. This also allows me to make quick cash flow decisions on moving bills or adding bills. Would highly recommend it.

  • Must have

    5
    By engineer2501
    Never write reviews but I love this app to manage expenses over multiple rental properties. Makes tax time a breeze. Ability to create custom tags, classify expenses, and run reporting.

  • Support is no good

    2
    By rpf315
    Don’t waste your time.

  • Wish it told you it cost

    1
    By Puddlejumper40619
    Downloaded just to find you you have to pay for it at the start

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