Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.20.0
  • Adult Rating: 4+
  • File Size: 67.28 MB
  • Developer: Quicken Inc.
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.2
4.28329
From 4,564 Ratings

Description

Quicken gives you the tools to plan and manage your money. Whether budgeting your personal or household finances or running a small business and preparing for taxes—get access to all your data in one app. Quicken gives you a clear, real-time view of your money—so you can make smarter financial decisions and achieve your goals. Join the over 20 million users who've used Quicken to stay organized and in control of their finances. Personal Finance Features: With Quicken, managing your personal finances is easy. Track your spending, save for goals, identify subscriptions, manage debt, and plan for the future—all in one app. Connect and Track Financial Accounts: • Track income, expenses, and spending by connecting your bank accounts, credit cards, investments, and retirement accounts • 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 debt payoff progress and track savings goals • Track categories like subscriptions and food delivery with personalized watchlists • Identify changes in your net worth and opportunities to grow your wealth New Features for Small Business Owners – Quicken Business & Personal: Quicken now includes powerful tools for small business owners to manage business finances alongside personal ones. 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 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? • Holistic View: Easily manage personal and business finances in one app • Real-Time Updates: Track all your accounts and transactions in real time • Custom Insights: Get tailored reports for both personal and business finances • Seamless Tax Tools: Stay tax-compliant with tools for both personal and business needs • Smart Budgeting: Keep your personal and business budgets on track with ease • Whether you’re managing your household budget or running a business, Quicken gives you the tools to take control of your finances and reach your goals—faster. Privacy policy: https://www.quicken.com/privacy Terms of use: https://www.quicken.com/terms-of-use

Screenshots

Reviews

  • Why Quicken, why?

    1
    By T2nu
    All was going well. I was even impressed this time around. So, I was ready to print some reports just to find out you can’t print reports! So, I headed over to the “community” to add my vote for report printing. I came to find out that it’s been on the request list for 4 years! I just done get it. Simplifi can’t print reports, Quicken Classic Deluxe has no running budget, also requested a long time ago. Quicken-you’re out of touch with your customers. No wonder people like me can’t use your services.
  • Doesn’t stay connected, confusing

    1
    By immortalsupergirl
    It will not connect to my bank (a top 30 bank) or it does and then continues to disconnect so I cannot do my budget. Customer service unhelpful and even when bank was connected, it’s confusing and again customer service wasn’t helpful. There was no way to get a refund or assistance.
  • Currently not worth it

    2
    By jdi77
    This app is kind of trash. I’ll give it to stars because at least it doesn’t crash. The web app is better. On this app: - I have no way to drill down on reports and look at sub categories.. this is infuriating, what’s the point of having sub categories if I can’t see them in a report? - I can’t select/modify multiple transactions at once on the iPad… What’s the point of a big screen if I can’t make use of it? - the swipe left/right transaction feature is not useful. It feels like they just did it so that they could say “me too” on swipe features. - it should be easier to pick specific months for reports and it should stay the same as I look at different reports. Right now I have to jump through a whole bunch of hoops to look at my September expenses in different reports. If this is the way it’s going to be I’m definitely not renewing
  • Not worth it

    3
    By rjsmith49
    It’s honestly not that great and I miss Mint so much. I got a deal on the first year but I will not be continuing. Too many things just don’t function the way I want, and it’s not worth the price tag to me.
  • Useless

    1
    By mygenderis420
    Had reset connection to bank 3 times (with 4 hours between) and it STILL Couldn’t link it to my bank properly MISSING my rent payment, so I made a support appointment. The dude told me to log out. Then I couldn’t log in! Wasn’t receiving emails and it wouldn’t recognize my password. Then he told me I had to call in 4 hours to see if I can find a way to get into my account. He tells me Wells Fargo is having issues w them… thats my only bank account so this app is useless. Why would I want to wait 4 hours for updated info? Why isn’t the connection automatic so I know how much money I have and can categorize and spend? Everything is in accurate in my reports. This turned me off to budgeting completely.
  • Worked well until it didn’t

    1
    By Dallas Hesterberg
    One of the most important features is transaction import from your bank(s). Seeing this up ran smoothly for the most part (some banks weren’t supported, while others failed to connect). I got my primary checking account setup and several others so I was satisfied. Within a week, the connection to my checking (the most important one by far) was broken. I’ve tried dozens of times to restore it, but it stays offline. Tech support wasted an hour or so of my life before giving up also (supposedly I should be expecting a callback but it been a few days already). Bottom line don’t pay for any subscription until you’ve verified that your most needed features are actually functional for you. If there’s no free trial period (there was none for me), take a pass on this dud of an app.
  • Not even gonna waste my time if I have to pay whole year up front

    1
    By This is my nickname 1111
    That’s a non-starter, Quicken. You need to offer a 30-day free trial and then allow people to pay per month
  • Accounts won’t sync

    3
    By Tritt24
    Like the app so far. One problem I have with it is half of my accounts won’t sync with the app. This is frustrating when you have to pay for this app.
  • I’ve tried all of them, and this is the best one!

    4
    By FZENTENO
    I have tried Mint, Rocket Money, Copilot, Monarch, and YNAB. Simplifi has all of the best features from all of these apps and they truly have simplified budgeting for my household. As data analyst myself, I have truly enjoyed setting up my categories exactly how I want them. The rules work exactly how they are supposed when categorizing transactions. Spending plans and watchlist may look similar, but have a different functions. I can slice and dice my data and transactions as I need to better understand where my money is going. To get this app to a 5 star, they need to increase the 1 limit share accounts. I need to share it with my FA. Thank you!
  • Unusable, unreliable.

    1
    By R D M 7006
    The app has a bevy of known issues that never seem to get solved. My bank account balance is never accurate, cause forecasts to be wildly unpredictable and inaccurate. They keep saying they’re working on the issues but months later I still can’t rely on the tool. It’s now half of what I paid as they try to replace droves of fleeing users. Don’t bother.

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