Suggest an edit
Browse / All apps / Simplifi

Simplifi

Quicken's cloud budgeting app: cash flow, investments and net worth in one place

$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

Yes ships todayNo not available? nobody has told us — click one to fill it in

36 of 71 recorded

Cost

2 / 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 / 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

9 / 13
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
?
Custom categories
Yes
support.simplifi.quicken.com
Tags
?
Receipt attachments
?

Planning

8 / 16
Budgeting
Yes
www.quicken.com
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
No
Recurring transactions
Yes
www.quicken.com
Bill negotiation
?
Goal tracking
Yes
www.quicken.com
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
Yes
www.quicken.com
Retirement planning
Yes
www.quicken.com
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?

Wealth

5 / 6
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
Investment fee analysis
?

Insight

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

Sharing

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

Platforms

2 / 5
Interfaces
Web · iOS · Android
www.quicken.com
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
Yes
support.simplifi.quicken.com
Offline access
?

Trust

1 / 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, 7 attributes

Assistance

0 / 2
AI chat
?
AI categorization
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-09-04; 19 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $60$71.88/year$47.88/year2026-092026-10
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 63 live listings that charge one.

In the news · 1 mention 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 2026-10-23.