Compare / Quicken Classic (Win) vs Simplifi
Quicken Classic (Win) vs Simplifi
Two records, side by side. Simplifi ships 2 things Quicken Classic (Win) does not, Quicken Classic (Win) ships 2 Simplifi does not, 26 attributes are the same, and 34 cannot be compared because one side is Unknown.
Quicken Classic (Win): $60/yearSimplifi: $47.88/yearQuicken Classic (Win): 43 of 71 recordedSimplifi: 36 of 71 recorded
Where they differ
Yes ships todayNo not available? nobody has told us — click one to fill it in
| Attribute |  Quicken Classic (Win)checked · 2026-09-04 |  Simplifichecked · 2026-09-04 |
|---|---|---|
| Planning | ||
| Rollover budgeting | Yes | No |
| Wealth | ||
| Balance history import | No | Yes |
| Real estate | Yes | No |
| Sharing | ||
| Partner or household | No | Yes |
All 71 attributes
| Attribute | Quicken Classic (Win)checked · 2026-09-04 | Simplifichecked · 2026-09-04 |
|---|---|---|
| Cost | ||
| Free tier | No | No |
| Price | $60/year (Up to $120/yr by tier; 30-day money-back guarantee.) | $47.88/year ($3.99/mo billed annually, down from $6.99/mo; 30-day trial.) |
| Lifetime purchase | ? | ? |
| Connections | ||
| Account aggregation | Yes | Yes |
| Connectors | Intuit | ? |
| Refresh more than daily | Yes | ? |
| Manual accounts | Yes | Yes |
| Countries | US · CA | US · CA |
| Multi-currency | ? | ? |
| Crypto and digital assets | ? | ? |
| Transactions | ||
| Edit transactions | Yes | Yes |
| Create manual transactions | Yes | Yes |
| Rules engine | Yes | Yes |
| Mass edit | Yes | Yes |
| Split transactions | Yes | Yes |
| History import | Yes | Yes |
| Length of history | Unlimited | Unlimited |
| Export | Yes | Yes |
| Import formats | ? | ? |
| Nested categories | ? | ? |
| Custom categories | Yes | Yes |
| Tags | ? | ? |
| Receipt attachments | ? | ? |
| Planning | ||
| Budgeting | Yes | Yes |
| Envelope budgeting | ? | ? |
| Zero-based budgeting | ? | ? |
| Rollover budgeting | Yes | No |
| Recurring transactions | Yes | Yes |
| Bills | Yes | Yes |
| Bill negotiation | No | ? |
| Goal tracking | Yes | Yes |
| Debt payoff planning | ? | ? |
| Cash-flow forecasting | ? | ? |
| Scenario planning | Yes | Yes |
| Retirement planning | Yes | Yes |
| Subscription tracking | ? | ? |
| Subscription cancellation | No | ? |
| Automated transfers | ? | ? |
| Calendar view | Yes | Yes |
| Wealth | ||
| Net worth | Yes | Yes |
| Balance history import | No | Yes |
| Investment tracking | Yes | Yes |
| Investment transactions | Yes | Yes |
| Real estate | Yes | No |
| Investment fee analysis | ? | ? |
| Insight | ||
| Reports | Yes | Yes |
| Trends | Yes | Yes |
| Credit scores | Yes | Yes |
| Alerts | ? | Yes |
| Assistance | ||
| AI chat | ? | ? |
| AI categorization | ? | ? |
| Sharing | ||
| Partner or household | No | Yes |
| Adviser access | ? | Yes |
| Business or rental separation | Yes | ? |
| Platforms | ||
| Interfaces | Web · iOS · Android · Desktop | Web · iOS · Android |
| Full mobile app | ? | ? |
| Home-screen widgets | ? | ? |
| Customizable dashboard | Yes | Yes |
| Offline access | Yes | ? |
| Trust | ||
| SOC 2 | ? | ? |
| 2FA / MFA | Yes | Yes |
| Sells or shares your data | ? | ? |
| Read-only bank connections | ? | ? |
| Data held by | You | ? |
| Self-hosting | ? | ? |
| Open source | ? | ? |
| Extending | ||
| Public API | ? | ? |
| Spreadsheet sync | ? | ? |
| Webhooks | ? | ? |
| Tax export | Yes | ? |
| Tax filing | Yes | ? |