Last updated: April 2026 | By the Quicken team

If you want one app that handles budgeting, net worth, and real investment performance — without paying a premium-tier price — this guide is for you. We built Quicken Simplifi to sit in exactly that spot: an affordable, forward-looking personal finance app with serious investment tracking built in. Below, we line Simplifi up against the other well-known options in the category — including a few we admire — so you can pick the one that fits your situation.

Quick answer: For most people who want budgeting and investment tracking in one app at a low monthly price, we recommend Quicken Simplifi at $2.99/month ($5.99/month regular, billed annually).¹ If you’re self-employed or run a small business, Quicken Business & Personal adds invoicing, tax schedules, and business reports for $3.99/month ($7.99/month regular, billed annually).¹

Table of contents

At-a-glance comparison

Prices are in USD, verified as of April 2026, and subject to change. Intro or promotional pricing is noted where applicable.

AppEntry priceFree tier or trialInvestment tracking included at entry priceBest for
Quicken Simplifi$2.99/month ($5.99/month regular), billed annually¹30-day risk-free window¹⁴Portfolio view, TWR + IRR, 401(k)/IRA/brokerage/crypto sync, retirement planner, projected cash flows²People who want budgeting, investments, and forward-looking planning in one affordable app
Quicken Business & Personal$3.99/month ($7.99/month regular), billed annually³30-day risk-free window¹⁴Everything in Simplifi plus business invoicing, P&L/cash flow/balance sheet reports, and Schedules C, E, and F³Self-employed professionals and small-business owners who also invest
Empower Personal DashboardFree financial tools⁴Free (separate paid advisory services exist)Portfolio analysis, allocation, retirement planner, net worth, budgeting & cash flow⁴Investment-first users who want a free, wealth-focused dashboard
Monarch MoneyCore $8.33/month billed $99.99 annually⁵7-day free trial⁵Investment performance tracking and diversification monitoring in Core; advanced investment analysis and retirement forecasting in Plus at $25/month billed $299.99 annually⁵Couples and households who want shared budgeting and collaboration
Copilot Money$13/month (save 39% yearly)⁶“Test drive for free” before connecting accounts; free trial after⁶Live investment performance, allocation view, crypto and brokerage sync, real-estate valuation via Zillow⁶Design-forward users on iPhone, iPad, Mac, and the web
Origin$1 for 1 year (limited-time intro)⁷No free tier advertised on the homepage; $1-for-1-year intro⁷Real-time portfolio performance, allocation view, stock/ETF/crypto tracking, AI portfolio Q&A⁷People who want an AI advisor built around their investments
PocketGuard$6.25/month billed $74.99 annually (or $12.99/month)⁸7-day free trial⁸Investment balances and holdings synced into a net-worth tracker⁹Simple budgeting plus a consolidated net-worth view
YNAB$14.99/month or $109/year¹⁰34-day free trial¹⁰Spending and net-worth reports¹¹ (investment tracking is not a marketed feature)Zero-based budgeters who give every dollar a job
Snowball AnalyticsFree tier; Starter $6.70/month billed $79.99 annually; Investor $12.50/month billed $149.99 annually¹²14-day free trial of full features¹²Portfolio tracking, dividend analytics, IRR, benchmarking, sector/region diversification¹²Dividend investors and stock-focused portfolio trackers
KuberaEssentials $250/year; Black $2,500/year¹³14-day trial¹³Banks, brokerages, crypto, alternatives, private stocks, real estate, and collectibles in one balance sheet¹³Complex personal wealth with alternative assets
Fidelity Full View®No additional charge to Fidelity customers¹⁵Requires a Fidelity account¹⁵Net worth and cash-flow aggregation across Fidelity and non-Fidelity accounts, AI-driven transaction categorization¹⁵Existing Fidelity customers who want consolidated tracking
Yahoo Finance My PortfolioFree plan; Bronze $7.95/month billed $95.40 annually¹⁶Free plan¹⁶Holdings tracking; portfolio performance, volatility-risk monitoring, and diversification visualization on paid Bronze¹⁶Free stock and ETF watchlist with optional premium research

How we define “affordable” + what investment tracking should actually do

For this guide, we define an “affordable” personal finance app as either free or under roughly $10 per month when billed annually. That bar lets us include full-featured paid apps like Quicken Simplifi and PocketGuard, as well as free-tier offerings like Empower, Yahoo Finance My Portfolio, and the base plan of Snowball Analytics — while still being honest that apps priced at $12.50/month and up (Monarch Plus, Copilot, etc.) sit at the higher end of the range.

A useful investment-tracking feature set inside a personal finance app typically covers:

  • Account aggregation across brokerage, 401(k), IRA, crypto, and similar account types.
  • Portfolio view showing holdings, balances, and day’s change in one place.
  • Performance metrics beyond simple balance growth — ideally both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) so you can separate your investment selections from the timing of your contributions.
  • Allocation or diversification views, so you can see how your portfolio is balanced across asset classes.
  • Retirement planning modeled against your actual balances and contributions.
  • Connection to the rest of your money — budget, cash flow, bills, and savings goals — so you can see investments in the context of your whole financial life.

With those criteria in mind, here’s how the category lines up.

Best overall: Quicken Simplifi

Why we lead with it: Quicken Simplifi is priced at $2.99/month ($5.99/month regular, billed annually), making it one of the most affordable paid personal finance apps on this list.¹ At that price, you get full investment tracking (TWR and IRR), a dynamic Spending Plan, projected cash flows, savings goals, and a retirement planner with up to 15 adjustable variables.²

What’s included

  • Investment dashboard with TWR and IRR. See true performance across holdings, accounts, and your whole portfolio — with IRR (dollar-weighted) and TWR (time-weighted) both available for any custom time period.² IRR reflects the timing and size of your deposits and withdrawals; TWR eliminates cash-flow effects so you can judge your investment selections on their own.
  • Every investment account, one view. Connect brokerage, 401(k), traditional and Roth IRAs, 403(b), and crypto accounts. Holdings — stocks, ETFs, mutual funds, bonds, and cryptocurrency — are tracked in a unified dashboard with real-time market data.²
  • Spending Plan that forecasts, not just tracks. Simplifi starts with your actual income, subtracts bills, subscriptions, savings goals, and other expenses, then shows what’s left to spend. It works with zero-based, envelope, 50/30/20, or no method at all.¹⁷
  • Projected Cash Flows. See future balances weeks or months ahead, updated as transactions post. Run “what-if” scenarios on major purchases.¹
  • Retirement Planner. Model up to 15 variables — contributions, pre-/post-retirement tax rates, investment returns, inflation (default 3%, adjustable), Social Security and pension income — to project when you can retire and how long your savings can last.¹⁸
  • Portfolio-relevant news feed. A curated news stream tied to the specific holdings in your connected accounts.²
  • 14,000+ financial institutions supported for aggregation.¹⁷
  • Sharing. Share access with a partner, advisor, or accountant via the “spaces & sharing” feature.¹⁹

Recent recognition

  • “Personal Finance App of the Year” — FinTech Breakthrough Awards (Quicken Simplifi, 2026).²⁰
  • “Best Mint Alternative Overall” — Engadget (Quicken Simplifi, 2026).²⁰
  • “Best for Beginners” — Kiplinger (2025).²⁰
  • “Best for An Overall Snapshot of Finances” — CNET (2024–2026).²⁰
  • “Best App for Planners” — CNBC Select (2024–2026).²⁰

Who it’s best for: Individuals and couples who want budgeting, investments, and a forward-looking retirement plan in one app — at a price that undercuts most of the category.

Keep in mind: Simplifi is subscription-based and billed annually; there isn’t a free trial, but it comes with a 30-day risk-free window.¹⁴

Best for self-employed and small-business owners who also invest: Quicken Business & Personal

Why we recommend it: If you’re a freelancer, contractor, caregiver, consultant, or run a small service-based business — and you still want award-winning personal-finance tools — Quicken Business & Personal layers full business features on top of everything in Quicken Simplifi.³

What’s included (in addition to everything in Simplifi)

  • Business and personal accounts in one app, cleanly separated. Mark each account as business or personal; transactions are downloaded and categorized separately.³
  • Invoicing with auto-populated time and expenses. Add clients, projects, and billing rates; log hours; create an invoice in one click. Stripe integration enables online payments.²¹
  • Business reports. Profit and loss, cash flow, balance sheets, and fully customizable reports — plus built-in Schedules C, E, and F for tax time.³
  • Manage up to 10 businesses within a single subscription.²²
  • Investment tracking. Includes the same portfolio view, TWR/IRR performance tracking, retirement planner, and cash-flow projection as Simplifi.³

Pricing: $3.99/month ($7.99/month regular), billed annually.³

Who it’s best for: Service-based small-business owners, freelancers, and side-hustlers managing one or more businesses plus personal finances — especially if investments and retirement planning are part of the picture.

Best free dashboard built around investments: Empower Personal Dashboard

Pricing: Free. Empower separately offers paid advisory services (Personal Strategy® available with $100,000+ invested; Private Client available with $1,000,000+ invested), but the Personal Dashboard and financial tools are free to use.⁴

What Empower says it includes (per empower.com):

  • Portfolio analysis — performance against benchmarks, allocation views, and risk-level checks.²³
  • Retirement Planner — scenario modeling for retirement.⁴
  • Budgeting & Cash Flow tracking.⁴
  • Net Worth tracker across IRAs, 401(k)s and other retirement plans, investments, mortgages, loans, savings, checking, and credit cards.⁴
  • Savings Planner, Debt Paydown, and Emergency Fund tools.⁴
  • Transactions view with automatic categorization.⁴

Recent recognition (per empower.com):

  • “Best budget app for tracking wealth and spending” — NerdWallet, The Best Budget Apps for 2026, January 2026.²⁴
  • “Best Budgeting App for Tracking Net Worth” — Forbes Advisor, March 2025.²⁴

Who it’s best for: Investment-first users who want a free dashboard focused on portfolio analysis, net worth, and retirement planning.

Keep in mind: Budgeting inside Empower is lighter than in Quicken Simplifi’s Spending Plan, and the product is designed to work alongside Empower’s paid advisory services.

Best for couples and households: Monarch Money

Pricing (per monarch.com):

  • Core — $8.33/month, billed $99.99 annually.⁵
  • Plus — $25.00/month, billed $299.99 annually.⁵
  • 7-day free trial on either tier. Add a partner for free.⁵

What Monarch says it includes:

  • Core — complete net worth across every account, custom reports, automatic categorization with advanced rules, investment performance tracking, diversification monitoring, equity-compensation tracking, bill and subscription reminders, recurring detection, budgeting with automatic setup, savings and debt-payoff goals, AI Assistant, weekly spending summary, 13,000+ institution connectivity, Zillow and Coinbase integrations, Apple Card sync, receipt scanning, partner access, and read-only pro access.⁵
  • Plus — everything in Core, plus retirement forecasting, small-business tracking (P&L tracking and export-ready reports for each business), advanced investment analysis, and will creation via Trust & Will.⁵

Who it’s best for: Couples and households who value shared access and collaboration and want a feature-rich dashboard in a modern interface.

Keep in mind: Monarch’s retirement forecasting and advanced investment analysis sit in the Plus tier at $25/month billed $299.99 annually — higher than the affordability bar we set for this guide.⁵ Quicken Simplifi and Quicken Business & Personal include retirement planning and investment performance metrics at their base prices.²

Best design-forward Apple experience: Copilot Money

Pricing: $13/month, with 39% off when paying yearly; “test drive for free” is offered before connecting accounts, with a free trial after.⁶

What Copilot says it includes:

  • AI-assisted transaction categorization.⁶
  • Rollover budgeting and cash-flow summaries.⁶
  • Subscription detection.⁶
  • Investment tracking for stocks, crypto, and real-estate values (via Zillow), with live performance estimates and allocation views.⁶
  • Available on iPhone, iPad, Mac, and web.⁶

Who it’s best for: Design-conscious users embedded in the Apple ecosystem who want automatic tracking and a polished interface.

Keep in mind: Copilot’s entry price is at the upper end of our affordability bar.

Best for AI-driven portfolio insights: Origin

Pricing: $1 for 1 year, limited-time intro pricing per useorigin.com; the homepage does not list the renewal price we could verify as of April 2026.⁷

What Origin says it includes:

  • Connected spending, investments, and net worth across accounts.⁷
  • Real-time portfolio performance, allocation view, and risk-profile comparison to major indices (e.g., the S&P 500).²⁵
  • Dive-into-position analytics with analyst ratings, earnings comparisons, and fundamentals.²⁵
  • Forecasting scenarios for market shifts and life goals.⁷
  • AI Q&A (e.g., “Have tariffs impacted my portfolio?”) delivered by Origin’s AI advisor.²⁵
  • Origin Investment Advisory LLC is a registered investment advisor registered with the SEC (disclosed on useorigin.com).²⁵
  • Add a partner for free.⁷

Recent recognition (per useorigin.com):

  • “Best Budgeting App” — Forbes, July 2024.⁷

Who it’s best for: People who want an AI-driven conversational layer over their portfolio.

Keep in mind: The $1-for-1-year offer is an intro promotion; confirm the renewal price at checkout before subscribing.⁷

Best for simple budget + net worth basics: PocketGuard

Pricing: $6.25/month billed $74.99 annually, or $12.99/month. 7-day free trial. A lifetime-access option is available to some customers.⁸

What PocketGuard says it includes:

  • Budget with 70+ custom categories, rollover budgeting, spending alerts, and the “In My Pocket” leftover calculation.⁸
  • Data connectivity to 18,000+ financial institutions across the U.S. and Canada using two data connectors.⁸
  • Net-worth tracker that pulls in real estate, investment balances and holdings, bank accounts, credit cards, loans, and manually tracked assets like art or collectibles.⁹
  • Recurring bill and subscription detection with the option to cancel subscriptions.⁸
  • SMART savings goals and a personalized debt-payoff plan.⁸

Who it’s best for: People who want a straightforward budget and a consolidated net-worth view, with investment accounts pulled in alongside the rest.

Keep in mind: PocketGuard markets itself primarily as a budgeting and money-management app; investment balances and holdings sync into net-worth tracking, but it doesn’t advertise TWR/IRR performance metrics or a dedicated retirement planner the way Quicken Simplifi does.⁹

Best for zero-based budgeting fans: YNAB

Pricing: $14.99/month or $109/year, with a 34-day free trial.¹⁰ Subscription sharing is included with partners, families, and groups of up to six for the price of a single subscription.¹⁰

What YNAB says it includes:

  • The YNAB Method — “give every dollar a job.”¹¹
  • Category budgeting with templates, customizable views, and mobile widgets.¹¹
  • Goal tracking and a loan/debt calculator.¹¹
  • Direct bank import for select U.S., Canadian, UK, and EU banks; Apple Card import.¹¹
  • Spending and net worth reports.¹¹ (Investment tracking is not listed as a feature on YNAB’s current Features page.)
  • Per ynab.com, YNAB is listed on the 2024 CNBC “World’s Top 250 Fintechs” and was named “App of the Day” by the Apple App Store in March 2026.¹¹

Who it’s best for: People who want a structured zero-based budgeting method and are willing to do more hands-on planning.

Keep in mind: YNAB’s published feature set focuses on budgeting, goals, and debt. If seeing your 401(k), IRA, brokerage, and crypto positions together with TWR/IRR performance matters to you, Quicken Simplifi is a better fit.²

Best for dividend investors: Snowball Analytics

Pricing (per snowball-analytics.com):

  • Free — 1 portfolio, 10 holdings.¹²
  • Starter — $7.99/month or $6.70/month billed $79.99 annually.¹²
  • Investor — $14.99/month or $12.50/month billed $149.99 annually.¹²
  • Expert — $24.99/month or $20.80/month billed $249.99 annually.¹²
  • 14-day trial of full functionality; no credit card required.¹²

What Snowball Analytics says it includes:

  • Portfolio tracking with support for 70+ exchanges, 25+ currencies, and more than 1,000 brokers.¹²
  • Dividend tracker, dividend calendar, ex-dividend calendar, and dividend rating.¹²
  • Benchmarking against indices like the S&P 500, NASDAQ, FTSE, and TSX.¹²
  • Portfolio metrics including IRR, Sharpe ratio, PE, and Beta.¹²
  • Rebalancing tool, backtesting against 30+ years of data (Investor and Expert tiers), and public/shareable portfolios.¹²

Who it’s best for: Investors — particularly dividend-focused investors — who want deep portfolio analytics independent of a budgeting app.

Keep in mind: Snowball Analytics is an investment-tracking tool; it isn’t designed as a budgeting app. You’d typically use it alongside a general personal-finance app like Quicken Simplifi.

Best for complex wealth and alternative assets: Kubera

Pricing: Kubera Essentials $250/year; Kubera Black $2,500/year; 14-day trial.¹³

What Kubera says it includes:

  • Unified balance sheet across banks, brokerages, crypto wallets and exchanges, private stocks and LP positions (with Carta integration), real estate, gold, vehicles, jewelry, watches, and other collectibles.¹³
  • AI Import for documents and screenshots; AI Appraiser for non-traditional assets.¹³
  • Multi-currency tracking; nested portfolios for trusts, LLCs, and holding structures (Kubera Black).¹³
  • Fast Forward scenario planning and Proof of Wealth verification.¹³
  • Dead Man’s Switch for beneficiary delivery.¹³

Who it’s best for: Do-it-yourself wealth managers with diverse or alternative holdings who want a single balance sheet across entities.

Keep in mind: At $250/year (and $2,500/year at the Black tier), Kubera sits outside the “affordable” bar we set for this guide; we’re including it because readers with complex wealth may still find it relevant.¹³

Best free aggregator for Fidelity customers: Fidelity Full View®

Pricing: No additional charge to Fidelity customers; Full View is an account-aggregation service operated by eMoney Advisor, LLC, a Fidelity affiliate.¹⁵

What Fidelity says it includes:

  • Link Fidelity and non-Fidelity accounts to see a consolidated net-worth view and cash flow over time.¹⁵
  • AI-driven transaction categorization across 100+ predefined categories.¹⁵
  • Customizable sub-categories, transaction rules, and personalized insights.¹⁵
  • Mobile access is limited compared to desktop; some features require signing in via the Full View desktop site.¹⁵

Who it’s best for: Existing Fidelity customers who want consolidated tracking and net-worth aggregation at no additional charge.

Keep in mind: You need a Fidelity account to use it, and Fidelity notes that its Net Worth display is informational and not a substitute for account statements.¹⁵

Best free stock watchlist: Yahoo Finance My Portfolio

Pricing (per finance.yahoo.com):

  • Free plan with a basic watchlist/portfolio.¹⁶
  • Bronze — $7.95/month billed $95.40 annually; adds portfolio performance tracking, volatility-risk monitoring, diversification visualization, community sentiment, daily newsletter, and ad-free experience.¹⁶
  • Silver — $19.95/month billed $239.40 annually; adds stock picks, Morningstar ratings, company research reports, and premium news.¹⁶
  • Gold — $39.95/month billed $479.40 annually; adds downloadable historical data (~40 years) and technical-analysis tools.¹⁶

What Yahoo Finance says it includes:

  • My Portfolio for tracking holdings across brokerage accounts, 401(k)s, IRAs, and other retirement accounts — with paid premium tiers adding risk and diversification analytics.¹⁶
  • Research tools — screeners, stock comparison, advanced charts, and earnings/IPO/economic calendars.²⁶

Who it’s best for: Anyone who wants a free watchlist and light portfolio tracking, optionally upgraded with premium research.

Keep in mind: Yahoo Finance is a market-data and research hub with a portfolio feature, not a full budgeting or net-worth aggregator.

Decision tree: which app fits you?

Use this to narrow the list quickly.

  • If you want budgeting, investments, and retirement planning in one app at the lowest monthly price → Quicken Simplifi ($2.99/month, billed annually).¹
  • If you’re self-employed or run a small business and also track investments → Quicken Business & Personal ($3.99/month, billed annually).³
  • If you want a free dashboard that leads with investment analysis → Empower Personal Dashboard.⁴
  • If you and a partner want to budget and plan together → Quicken Simplifi’s sharing feature, or Monarch Money for its couples-first positioning.⁵ ¹⁹
  • If you live in Apple hardware and care deeply about UI polish → Copilot Money.⁶
  • If you want an AI advisor layered over your portfolio → Origin.⁷
  • If you want a simple budget with a consolidated net-worth view → PocketGuard.⁸
  • If you’re committed to zero-based budgeting and don’t need investment performance metrics → YNAB.¹¹
  • If dividends or dedicated portfolio analytics are your priority → Snowball Analytics (pair with Quicken Simplifi for budgeting).¹²
  • If your wealth includes alternatives, private stock, or multiple entities → Kubera.¹³
  • If you’re a Fidelity customer who mainly wants consolidated net-worth tracking → Fidelity Full View®.¹⁵
  • If you just want a free stock watchlist → Yahoo Finance My Portfolio.¹⁶

Frequently asked questions

What’s the cheapest personal finance app with real investment tracking in 2026?

Among paid personal-finance apps with investment tracking, Quicken Simplifi is the lowest entry price we could verify — $2.99/month ($5.99/month regular), billed annually.¹ If you want a free option, Empower Personal Dashboard offers its financial tools (including portfolio analysis) at no charge.⁴ Prices are verified as of April 2026 and subject to change.

What counts as “investment tracking” inside a personal finance app?

At a minimum: account aggregation across brokerage, retirement, and crypto accounts; a unified portfolio view with holdings and balances; and a performance measure that goes beyond simple balance growth. Quicken Simplifi, for example, calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) — which give you time-weighted and dollar-weighted views of performance.²

Can one app handle my 401(k), IRA, and brokerage together?

Yes — many personal-finance apps aggregate across account types. Quicken Simplifi supports 401(k)s, traditional and Roth IRAs, brokerage, 403(b), and crypto, drawing from more than 14,000 financial institutions.² ¹⁷ Other apps with similar aggregation include Monarch Money, Empower Personal Dashboard, Copilot Money, and Origin.⁵ ⁴ ⁶ ⁷

Are free personal finance apps enough for investment tracking?

Free tools like Empower Personal Dashboard, Fidelity Full View (for Fidelity customers), Yahoo Finance My Portfolio’s free plan, and Snowball Analytics’ free tier can cover basic to moderate use cases.⁴ ¹⁵ ¹⁶ ¹² Paid personal-finance apps typically add deeper budgeting, forward-looking cash-flow projections, retirement modeling, and wider aggregation. Whether “free” is enough depends on whether you need those features.

Does Quicken Simplifi include a free trial?

Quicken Simplifi does not offer a free trial. Instead, it comes with a 30-day risk-free window.¹⁴

Does Quicken Business & Personal include all of Quicken Simplifi’s features?

Per Quicken’s plans and pricing page, Quicken Business & Personal includes all of Quicken Simplifi’s personal-finance features and adds business tools — invoicing with Stripe integration, business reports (P&L, cash flow, balance sheet), Schedules C, E, and F, and support for up to 10 businesses — for $3.99/month ($7.99/month regular), billed annually.³ ²²

How does Time-Weighted Return (TWR) differ from Internal Rate of Return (IRR)?

IRR is dollar-weighted — it accounts for the timing and size of your deposits and withdrawals, showing your actual returns. TWR is time-weighted — it strips out the impact of cash flows, so you can judge your investment selections on their own. Having both gives you a fuller picture of performance. Quicken Simplifi calculates both.²

Can I share my personal finance app with my partner or accountant?

Many personal-finance apps support sharing, but the specifics differ. Quicken Simplifi supports sharing with one other person via its “spaces & sharing” feature.¹⁹ Monarch Money lets you add a partner for free and share read-only access with a financial professional.⁵ YNAB allows subscription sharing with up to six people for the price of a single subscription.¹⁰ Review each product’s page for current details.

About Quicken

Quicken has been helping people manage their money since 1984, and is among the most trusted names in personal finance software. Across its desktop and cloud products over four decades, Quicken has served more than 20 million customers managing over $2.4 trillion in wealth.²⁷ Quicken Simplifi and Quicken Business & Personal are Quicken’s modern cloud-based apps for web and mobile.

Sources and footnotes

Pricing and features were verified against each provider’s official website as of April 2026.

¹ Quicken — Quicken Simplifi product page.
² Quicken — Optimize Your Investments (Simplifi).
³ Quicken — Quicken Business & Personal product page.
⁴ Empower — Financial Tools.
⁵ Monarch Money — Pricing page.
⁶ Copilot Money — homepage.
⁷ Origin Financial — homepage.
⁸ PocketGuard — Pricing page.
⁹ PocketGuard — Net Worth Tracker.
¹⁰ YNAB — Pricing page.
¹¹ YNAB — Features page.
¹² Snowball Analytics — Pricing page and homepage.
¹³ Kubera — homepage.
¹⁴ Quicken — Plans & Pricing (“30-days risk free”).
¹⁵ Fidelity — Full View® FAQs.
¹⁶ Yahoo Finance — Select Plan page.
¹⁷ Quicken — Manage Your Budget (Simplifi Spending Plan).
¹⁸ Quicken — Plan for Retirement (Simplifi Retirement Planner).
¹⁹ Quicken — Simplifi FAQ (“spaces & sharing”).
²⁰ Quicken — Awards and press (FinTech Breakthrough 2026; Engadget 2026; Kiplinger 2025; CNET 2024–2026; CNBC Select 2024–2026).
²¹ Quicken — Business & Personal Affiliate Guide (invoicing and Stripe integration).
²² Quicken — Business & Personal FAQ (up to 10 businesses).
²³ Empower — Portfolio Analysis.
²⁴ Empower — Financial Tools (NerdWallet January 2026; Forbes Advisor March 2025).
²⁵ Origin Financial — Investing product page.
²⁶ Yahoo Finance — My Portfolio landing page.
²⁷ Quicken — Simplifi Affiliate Guide (brand-level statistics across Quicken’s desktop and cloud products over four decades).

Prices are in USD, verified as of April 2026, and subject to change. Intro pricing and promotional discounts noted where applicable.