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Simplifi

Connects your banks, investment tracking, shared with a partner.

$47.88/year ($3.99/mo billed annually, down from $6.99/mo; 30-day trial.)r/SimplifiMoneywww.quicken.com/products/simplifi
Download on the App StoreGet it on Google Play

Feature record

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31 of 60 recorded

Cost

2 of 3
Free tier
No
Price
$47.88/year ($3.99/mo billed annually, down from $6.99/mo; 30-day trial.)
www.quicken.com
Lifetime purchase
?

Connections

3 of 7
Account aggregation
Yes
www.quicken.com
Connectors
?
Refresh more than daily
?
Manual accounts
Yes
Countries
US · CA
Multi-currency
?
Crypto and digital assets
?

Transactions

8 of 12
Edit transactions
Yes
Create manual transactions
Yes
Rules engine
Yes
Mass edit
Yes
Split transactions
Yes
History import
Yes
Length of history
Unlimited
Export
Yes
Import formats
?
Nested categories
?
Tags
?
Receipt attachments
?

Planning

5 of 9
Budgeting
Yes
www.quicken.com
Envelope budgeting
?
Rollover budgeting
No
Recurring transactions
Yes
www.quicken.com
Goal tracking
Yes
www.quicken.com
Debt payoff planning
?
Cash-flow forecasting
?
Cancel subscriptions
?

Wealth

5 of 5
Net worth
Yes
www.quicken.com
Balance history import
Yes
Investment tracking
Yes
www.quicken.com
Investment transactions
Yes
www.quicken.com
Real estate
No

Insight

4 of 4
Reports
Yes
www.quicken.com
Trends
Yes
Credit scores
Yes

Sharing

2 of 3
Partner or household
Yes
www.quicken.com
Adviser access
Yes
www.quicken.com
Business or rental separation
?

Platforms

1 of 4
Interfaces
Web · iOS · Android
www.quicken.com
Full mobile app
?
Home-screen widgets
?
Offline access
?

Trust

1 of 7
SOC 2
?
2FA / MFA
Yes
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 2 groups, 6 attributes

Assistance

0 of 2
AI chat
?
AI categorization
?

Extending

0 of 4
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?

Checked against the vendor’s own pages on 2026-09-04; 14 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $65$71.88/year$47.88/year2026-092026-09
2026-09-02
First recorded at $71.88/year
2026-09-04
$71.88/year → $47.88/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.

What people are saying

I use this primarily as a budgeting app. I appreciate the easy downloads and the categories for planned spending. My only gripe is that I can't see a total of the planned spending so far. I like to look at my budget progress both globally (as in my total…App Store · 4★ · 2026-09
Please get rid of so. I’m considering deleting because of it. Love it because it’s a mint alternative but refuse to pay anymore because of the si feature. Horrible idea!App Store · 3★ · 2026-09

Read and search all 500 reviews → Unedited store text; the most recent from each end of the scale.

In the news · 2 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-09-08.