About Simplifi
Simplifi is a personal finance app from Quicken that brings budgeting, spending tracking and planning into one place. It pulls in a user's accounts so they can see cash flow, investments and net worth, and it highlights how much money remains to spend or save after bills, subscriptions and savings are accounted for.
Features described on the vendor's page include customizable budgets, savings goals, spending categories, reports with insights, cash flow projections, investment tracking and retirement planning. Quicken also markets related products for business and rental property finances, plus a Classic desktop product and a separate LifeHub for important life information, so Simplifi sits within a wider product family.
Simplifi is sold as a paid subscription with a lower rate for annual billing, and the vendor lists plan comparisons on its pricing page. It is a hosted commercial service available through apps and the web, not open-source software.
Key features
- Customizable budgets showing money left to spend
- Savings goals tracking
- Spending categorization and reports
- Cash flow projection
- Investment and net worth tracking
- Retirement planning tools
Good fit for
- →Households tracking everyday spending
- →Saving toward specific financial goals
- →Planning for retirement from one dashboard
- Tags
- personal-finance
- budgeting
- spending-tracker
- savings-goals
- retirement-planning
- quicken
- net-worth
Simplifi: questions and answers
- What is Simplifi used for?
- Simplifi is Quicken's personal finance app for budgeting, tracking spending, setting savings goals and planning for retirement. It is a good fit for households tracking everyday spending, saving toward specific financial goals and planning for retirement from one dashboard.
- How much does Simplifi cost?
- Paid plans for Simplifi start at $3.99 per month, and there is no free plan.
- Is Simplifi open source?
- No. Simplifi is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Simplifi include Sure, Actual Budget and Firefly III.
- What are some alternatives to Simplifi?
- Simplifi competes with Quicken, YNAB and Monarch. For open-source options, see Enlisted's ranked list of open-source Simplifi alternatives.
Open-source alternatives to Simplifi
See all
Sure
Finance & Accounting
The personal finance app for everyone (by everyone)
AGPL-3.0vs Monarch★ 10k
Actual Budget
Finance & Accounting
A local-first personal finance app
MITvs YNAB★ 29k
Firefly III
Finance & Accounting
Firefly III: a personal finances manager
AGPL-3.0vs YNAB★ 25k
Paisa
Finance & Accounting
Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi
AGPL-3.0vs YNAB★ 3.2k
Money Manager Ex
Finance & Accounting
Money Manager Ex is an easy to use, money management application built with wxWidgets
GPL-2.0vs Quicken★ 2.3k
Cashew
Finance & Accounting
💸 An app created to help users manage a budget and purchases
GPL-3.0vs YNAB★ 4.7k
SaaS alternatives to Simplifi
See all
Quicken
Finance & Accounting
Personal finance and budgeting app with account aggregation
SaaS
YNAB
Finance & Accounting
Zero-based budgeting app that assigns every dollar a job
SaaS
Monarch
Finance & Accounting
Personal finance dashboard for budgets, net worth and shared households
SaaS
Copilot Money
Finance & Accounting
Personal finance app for budgeting and spending tracking on Apple devices
SaaS
Rocket Money
Finance & Accounting
Personal finance app that tracks spending and cancels subscriptions
SaaSEmpower
Finance & Accounting
Personal finance dashboard for tracking net worth, investments and retirement
SaaS

