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Simplifi

SaaS

Quicken's personal finance app for budgeting, tracking spending, setting savings goals and planning for retirement.

quicken.com
Simplifi homepage screenshot

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

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SaaS alternatives to Simplifi

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