Simplifi by Quicken review: simple budgeting made easy

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Simplifi, which is produced by the same company that is responsible for Quicken, is something that I have personally used, and I have to admit that it is pretty different from the standard desktop application that is 30 years old. In spite of the fact that it is still relatively new, Simplifi has quickly established itself as one of the best apps for managing personal finances that are now accessible. The fact that it is geared towards a younger audience and those who want to manage their financial accounts, keep track of their day-to-day spending, and make progress towards their savings objectives is what sets it different from other similar products.

Simplifi, on the other hand, adopts an entirely new approach, as opposed to being a watered-down version of Quicken. It features a contemporary and user-friendly layout, in addition to a dashboard that is both simple and informative. It provides you with novel methods to examine your financial data, which enables you to maintain a connection to your financial situation.

Simplifi by Quicken Specifications

With a 4.7-star review on the App Store, Simplifi by Quicken is a personal finance app that is easy to use and full of useful features. Users are very happy with it. It is important because it makes managing money easier, which makes it available and useful for people who want effective and easy-to-use money management tools.

Feature	Simplifi by Quicken
Account aggregation	Yes, supports over 16,000 banks and financial institutions
Budgeting	Yes, create custom budgets with spending categories and subcategories, set goals, and track progress
Bill tracking	Yes, automatically track upcoming bills and payments, and set up reminders
Spending analysis	Yes, provides detailed reports on spending by category, payee, and tag
Investment tracking	Yes, track investment balances, performance, and dividends
Savings goals	Yes, set savings goals and track progress
Net worth tracking	Yes, track your net worth over time
Mobile app	Yes, available for iOS and Android
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Simplifi by Quicken review: Available Help

When I started using Simplifi for the first time, I discovered that the company gives a useful guided tour to new users whenever they log in for the first time. This tour is quite helpful because it takes you through all of the various parts of the service in a step-by-step manner. Even better, anytime you approach a new part, they provide further instruction, exactly like when I was investigating the spending plan option. This makes the overall experience even better.

One of the features that I found to be quite helpful was the assistance symbol that could be found on the right side of the navigation bar. Simply selecting the icon that resembles a question mark will cause a chat and assistance window to appear on the right-hand side of the screen.

This was a game-changer for me because it allowed me to search for additional information on any issue I wanted assistance with or start a conversation with their bot, which could subsequently connect me to a human agent if necessary. Additionally, it allowed me to look for information on any topic I needed help with.

Simplifi by Quicken review: Ease of use

Selecting a monthly or yearly plan is the first step. The next step is to make an account. First, you’ll need to enter your email address and payment information. After that, you’ll need to enter your cell phone number and create a password. After you finish these steps, you’ll be able to get into your account. You can save even more time by choosing to get a text message with the link to download the Android or iOS app. After that, you can log in again.

When you log in, you’ll see a screen that welcomes you and starts a simple training process. The first step is to confirm your name. Your payment information will already have your zip code filled in. Putting your bank accounts together is the next step in the process. More than 14,000 banks are supported by Simplifi, and you can also keep track of funds or accounts by hand if you need to.

In my personal experience, I ran into a small problem when I tried to link an account that needed two-factor identification to a certain bank. However, Simplifi’s support team was quick to respond and fixed the issue on their end. Once that was done, I had no trouble adding accounts from other schools. Simplifi has an easy-to-use drop-down menu that lets you choose which accounts to add. This is helpful if you have more than one account at the same bank.

A Glimpse into User Satisfaction

My own research has shown that the Simplifi app is not included on Trustpilot, despite the fact that it has amassed an impressive 4.7-star rating in the App Store. This rating represents a high degree of user happiness, which is something that I can absolutely attest to, and it is shown here. I’ve started using Simplifi, and I’ve got to say that I’m incredibly impressed by how user-friendly its UI is, how many features it packs in, and how much bang you get for your buck with it. When I contrasted it to other software for managing personal finances that is currently on the market, I found that it stood out as an outstanding option.

Final Words

Since I started using Simplifi by Quicken some time ago, the way I handle my personal money has been completely revolutionised as a result. Using this software to manage my personal finances has made dealing with money a simple for me. Its prominent features, such as precise spending tracking, assisting me in setting and achieving savings goals, and easily synchronising with my bank accounts, have provided me with the ability to design my financial future in a manner that is most suitable for me.

One thing to keep in mind is that unlike some other programmes of a similar nature, Simplifi does not have any functions for keeping track of investments or monitoring credit scores. However, I’ve found that because it focuses on setting spending plans, helps me meet my savings goals, and is generally easy to use, it’s a good pick for anyone who wants to take responsibility of their financial position like I did.

Simplifi by Quicken review: The good and The bad

Simplifi by Quicken brings a new and distinctive perspective to the realm of personal finance. It is the most effective app for organising your finances.

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