Quicken Simplifi: Budget Smart

Quicken Simplifi: Budget Smart

By Quicken Inc.

  • Category: Finance
  • Release Date: 2019-10-01
  • Current Version: 5.47.0
  • Adult Rating: 4+
  • File Size: 91.82 MB
  • Developer: Quicken Inc.
  • Compatibility: Android, iOS 15.1
Score: 4.53915
4.53915
From 10,524 Ratings

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

  • Incorrectly categorizes

    2
    By Sheika85
    Not very good with pain things into categories. Reports are useless.
  • Great for retired folks

    5
    By coco mo jo
    Our daughter is doing our finances as we are 83 & 80. This way we avoid scams but can see our finances at any time! Makes our life worry free!
  • Best budgeting app I’ve tried by far

    5
    By g2848281
    It’s fully replaced the need to sign on to countless different credit card, banking, and investing apps. Integrated seamlessly with all my institutions, so I can see all my balances in one place. Takes all the guess work out of managing my budget. Would highly recommend!
  • Not good for budgeting

    2
    By LADivePro
    I was really disappointed with this app after my previous experiences with Quicken. I had hoped that it would capture previous expenses and then suggest a budget based on monthly averages. It doesn’t do that. It captures expenses and assigns a category (and it will summarize each month with those categories.) That said: 1. When you correct a category (for instance, if it categorizes your life insurance as car insurance) it doesn’t remember that correction the next month. So you have to change it every month. 2. It doesn’t give you a proposed budget based off of previous spending that you can then tweak. It gives you a blank sheet to put all of your expenses into your budget. (Using a spreadsheet is easier than building a budget in this tool. ) 3. Once you have a budget built, it doesn’t have a meaningful interface to see where you are off budget for the month. 4. Canceling results in a complete loss of investment. I made the mistake of paying up front for a year thinking I would save money across the year. I wish I would have only paid for a month so I could have canceled this immediately. It is not the helpful tool that Quick Books was.
  • Can’t be trusted.

    1
    By diedofennui
    Added transactions doubling my savings. Platform can’t be trusted.
  • Easy to use and customize

    5
    By Karen-712
    Worth the small fee and easier to use with less spam or ads compared to other budget apps
  • working good

    4
    By Temple710
    Had an issue with the balance in my account being wrong but i went to setting and reset connection, seemed to fix the problem.
  • Eh, it’s fine until it isn’t

    2
    By smabby2
    This app was working well for me until my accounts glitched out and in trying to reset the connection, all my historical data was removed and all my series Id created deleted entirely. I had spent months setting everything up and it feels completely wasted. I reached out to support and they said “oh data shouldn’t be deleted when resetting your connection, but since it was, there’s nothing we can do. Manually readd them.” Wayyyy too many glitches for something that costs that much a year, especially not having a way to backup your data. This is what we get for trusting the cloud.
  • Data Issue

    1
    By Goalkeeperfyc
    All of a sudden, the data in my manual account is a mess - duplicate transactions, wrong balance etc. And I can’t correct it by removing the duplicate transactions. Next time, make sure you test everything before releasing new features
  • Simplifi Simply Sucks!

    1
    By A. P. Ode Client
    Recently subscribed to replace Empower’s Free Dashboard App which developed chronic Yodlee synching issues. Simplifi has good features and better account syncing, however, found that the mobile and web versions don’t always match. If I make an adjustment in a particular module or monthly charge, they don’t always replicate or adjust correctly. Today, the dashboard doubled a major monthly deposit into a checking account. How does that even happen? As a matter of fact, the mobile & web sites handled that situation differently and didn’t match each other OR the actual balance! Was informed by help chat that this will sort itself out in a few days!!??? Why am I paying for this? Won’t! This is simple accounting. I am sympathetic to errors in data transmissions but this is INTUIT. No excuses. Certainly expected better.

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