Quicken Simplifi App Review 2024

If you want an easy-to-use budgeting tool and don't mind paying a membership fee, the Quicken Simplifi app is a good choice. The app provides a comprehensive breakdown of your spending and savings and a broad overview of your finances. It is still reasonably priced, but it offers more features than the majority of free budgeting apps.

• Pros

1) Connects all of your bank, credit card, and investment accounts to provide you a comprehensive snapshot of your finances.
2) Clear and uncomplicated user interface.
3) Useful alerts in real time.
4) Absence of promotion or upselling.

• Cons

1) No free plans
2) No bill pay feature
3) Quicken data can’t be imported

• Simplifi by Quicken Specs

✅ Android App
✅ iOS App
✅ Web Interface
✅ Income/Expense Tracking

• What Is Quicken Simplifi ?

The company that created the personal finance software Quicken also makes the budgeting app Quicken Simplifi. It was introduced in 2020 and enables you to track your spending and make a budget by connecting your bank, credit card, retirement, and investment accounts. The app warns you when you're getting close to your spending limit and notifies you of unexpected transactions or impending expenses.

• How Does Quicken Simplifi Work ?

Following your Quicken Simplifi account creation, you'll be asked to link your bank and other financial accounts. By combining all of those accounts into a single dashboard, the app will save you time and effort when it comes to understanding your finances. Additionally, you'll have access to the following functions :

1) Transactions that can be customized. You can quickly track and control your spending by customizing your expenses with tags, flags, and more with the budgeting software.
2) Following bills. Every time a bill becomes available, you'll receive updated due dates and amounts using the Bill Connect feature. You will be able to plan ahead and know precisely when things are due.
3) Budgetary scheme. You can construct a budget with Quicken Simplifi's Spending Plan function by estimating your monthly expenses and income.
4) Financial summaries. Accelerate Financial reports from Simplifi are automatically generated, entirely configurable, and include graphical breakdowns of your income, savings, and spending.
5) Savings objectives. Accelerate You may monitor your progress toward particular savings objectives with Simplifi, such as increasing your nest egg or saving for a down payment.

• How To Get Started With Quicken Simplifi ?

It's easy to create an account with Quicken Simplifi. This is how to begin :
1) Decide on a plan. Go to the Quicken Simplifi website and choose your desired plan. To finish the purchase, enter your billing information and click Submit Order.
2) Make an ID with Quicken. To create a Quicken ID, if you haven't already, enter your phone number, email address, and password.
3) Include your accounts. As Quicken Simplifi is intended to provide you with a unified perspective of your financial situation, you will begin by adding your accounts, including credit cards, investment accounts, and savings accounts.
4) Verify your earnings and expenses. Quicken Simplifi will inquire about your anticipated income and expenses once you add accounts. This information will be used to forecast your future account balances and create your monthly spending plan.
5) Find out more about Quicken Simplifi's functionality. Videos and blog pieces are available on Quicken Simplifi to assist you in getting the most out of the program and keeping up with new features.