Quicken Simplifi Review

Here's an overview of the features of Quicken Simplifi as well as my honest opinion. Click ‘more' to see my recommended money tools. #budgeting

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The content on this page is accurate as of the posting date; however, some of the offers mentioned may have expired.

[TerryMullican]

Brittany, this is a great real world application walk through review! I appreciate all the details!

[DavidWilliams-npke]

I just started using it. I moved over from Mint. It basically does the same think Mint did with a few more features. Great review. I look forward to seeing all the things this app can do for me.

[gunning]

Nice video, good feature walk through and helpful pro/con discussion. One feature I would have liked to see is the bills management tools/dashboard. Leaving Mint and one thing I'm looking for is a clear overview of upcoming payments due.

[texastanjore]

How can updates be automated if 2FA is needed? If one banks and has a brokerage account at the same institution, can just the banking information be uploaded?

[susanbauer]

I use Quicken only with my checking account to keep the current balance and assign categories and balance the account. I can't put Quicken on my new Chromebook, but with Simplifi can I only download transactions from my checking account? Can I assign multiple categories to a transaction, say my Walmart purchase was clothing, dog food and some groceries? How would I know the actual balance of my checking account if some checks haven't cleared yet (yes some of us still write checks)

[alexisirreplaceable]

Hi. How can i to import my the transaction on my excel doc to an account in Quicken Simplifi?

[frameofmind]

Great video, I use both Quicken Classic and Simplifi greatest financial tools out there. Quicken Classic tracks Credit score.

[lynncorp]

Thanks for the detailed review. How does it compare to Empower? Thank you.

[sheldonw]

I only use Quicken to keep track of my checking balance and bills I've paid thru my online Banking Bill Pay. However Online banking bill pay does not cover all transactions.For example, paper check writing, credit card payments, auto-withdrawals registered to pay utilities, etc. Also, Quicken is just desktop. I'd like to be able to enter bills and track balances with my iPhone. Would simplifi work for me?

[jmcdhome]

Can you spit categories? Like if I go to Walmart and buy groceries, household items, can automotive all in one trip and receipt? Or do I have to make them all separate purchases?

[mollymontgomery]

Wow this video was super helpful, thank you! I’ve been using the app for a month and really loving it, but my only con was not being able to personalize the categories. I had no idea you can customize in settings!

[RishiyurMohan]

Is there any issue with 2FA when importing transactions from banks and credit cards?

[Peace]

Hi,

I found your Video very informative. I have a quick question: Does this program allow you to split receipts? For instance, if I purchase food and electronics at Walmart, will I be able to categorize the transactions separately?

Thanks.

[shawnjackson]

Great video! Does Simplifi allow you to add notes to transactions like Mint did? I just switched from Mint to Credit Karma and I'm absolutely hating it. Seems like they would have offered to switch people to Simplifi since it looks much more like Mint than Credit Karma.

[vooooooooooooo]

Spending plan seem unintuitive. Somehow i dont like it. But they have 30 day guarantee refund so ill test it out. Can i upload pictures to each transaction? I like checking receipts each month to find things i could saved my money on, and i cant find app that can do this.

[MuleriderLife]

Thanks for the video. Did anyone else notice sound issues with this video? Something seems off. Almost like it's compressed or something.

[speak-inspire]

Awesome Video and so informative. Thanks for posting.

[lalida]

Yes! Apple Card connection would be AWESOME.

[Mychellechic]

Thanks sounds like what I've been lookin for.

[Jason-os]

Cheer~~~~make or become faster or quicker.😊