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Simplifi by Quicken

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Simplifi by Quicken

  -  1 MB  -  Trial
  • Latest Version

    Simplifi by Quicken LATEST

  • Review by

    Juan Garcia

  • Operating System

    Windows 7 / Windows 8 / Windows 10 / Windows 11

  • User Rating

    Click to vote
  • Author / Product

    Quicken Inc. / External Link

  • Filename


Simplifi by Quicken is a personal finance management web app for Windows PC designed to help users track their expenses, manage their budgets, and achieve their financial goals. Launched in 2020, Simplifi has quickly become a popular option for those seeking a more streamlined and intuitive approach to managing their finances.

Main Features
  • Expense Tracking - Users can easily track their expenses by linking their bank accounts, credit cards, and other financial accounts.
  • Budgeting - It allows users to create and track budgets based on their spending habits, providing real-time updates on their progress.
  • Goal Setting - Users can set financial goals, such as saving for a down payment on a home or paying off debt, and track their progress towards achieving them.
  • Bill Management - It helps users stay on top of their bills by sending reminders and notifications when bills are due.
  • Investment Tracking - It also allows users to track their investments and analyze their portfolio performance.
Why Simplifi?

It allows users to manage their finances in one central location, connecting all bank accounts, credit cards, loans, 401(k)s, and investments into a single dashboard. The webapp's main goal is to help users save more money, plan for the future, and track their spending.

With the app, users can easily save for multiple goals such as a home, vacation, or emergency fund, while tracking their progress toward short and long-term goals. The app provides an automatically generated spending plan that is highly customizable to users' needs, helping them stay on budget and manage spending effectively.

One of Simplifi's key features is its ability to provide timely insights to help users optimize their spending and maximize their savings. Key notifications, built-in reports, and cash-flow projections make it easy to plan ahead and achieve financial goals.

The SaaS offers a personalized budget that is automatically generated based on income, expenses, and savings, and is highly customizable to track progress as users spend. Additionally, users can track their spending across categories, track upcoming bills, and project their cash flow to understand what is left to spend.

One of the benefits of Simplifi is that it is highly customizable, allowing users to add their own watchlists and savings goals. The app is available on both desktop and mobile platforms, providing users with the flexibility to check in with their finances whenever and wherever they want.


Is Simplifi secure?
Yes, it uses bank-grade encryption to protect users' financial information and does not store users' account credentials.

How does Simplifi categorize expenses?
It uses machine learning to automatically categorize expenses, but users can also customize categories to fit their needs.

Can I create multiple budgets in Simplifi?
Yes, users can create multiple budgets for different categories, such as groceries, entertainment, or travel.

Does Simplifi have a mobile app?
Yes, it has both iOS and Android apps, allowing users to manage their finances on the go.

Can I track my investments in Simplifi?
Yes, the app allows users to link their investment accounts and track their portfolio performance.


Some alternative personal finance management web apps to Simplifi by Quicken include Mint, Personal Capital, YNAB, and PocketGuard. Each of these apps offers similar features, such as expense tracking, budgeting, and investment tracking, but may have different pricing models or user interfaces.

  • Simplified and user-friendly interface
  • Multiple financial account linking
  • Automatic expense categorization with the ability to customize
  • Investment tracking and analysis
  • Bill management and notification features
  • Budget tracking and goal setting
  • Limited customization options
  • No support for manual transaction input
  • No support for cash transactions
  • No support for importing investment data from Excel or CSV files
  • Limited reports and analysis features

It offers a 30-day FREE trial for new users, after which the cost is $3.99 per month or $39.99 per year. Compared to other personal finance management web apps on the market, Simplifi's pricing is relatively affordable, making it a great option for those on a budget.


Simplifi by Quicken is a great choice for those seeking a simplified approach to managing their finances. Its easy-to-use interface, automatic expense categorization, investment tracking, and budgeting features make it an attractive option for users who want to stay on top of their finances without spending a lot of time on it.

While it does have some limitations, such as limited customization options and no support for manual transaction input, its affordable pricing and user-friendly design make it a great choice for those looking for a simple and effective personal finance management tool.

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