{"id":3177,"date":"2020-10-22T13:48:56","date_gmt":"2020-10-22T20:48:56","guid":{"rendered":"https:\/\/www.simplifimoney.com\/blog\/?p=801"},"modified":"2024-11-18T10:21:27","modified_gmt":"2024-11-18T18:21:27","slug":"simplifi-new-features-oct-2020","status":"publish","type":"post","link":"https:\/\/www.quicken.com\/blog\/simplifi-new-features-oct-2020\/","title":{"rendered":"Award-Winning Personal Finance App Simplifi By Quicken Raises the Bar Again"},"content":{"rendered":"\n

Simplifi by Quicken is the latest personal finance app in the Quicken family. Launched in January, Simplifi has already been named the Best Budgeting App of 2020 by The New York Times Wirecutter<\/em> and received recognition in Fast Company<\/em>\u2019s 2020 Innovation by Design awards. But we\u2019re just getting started.<\/p>\n\n\n\n

Throughout 2020, we\u2019ve been listening to you, our customers, asking what we can do to help you get the most out of Simplifi. What we heard is that you love seeing everything you need to know about your finances in one place, and you want even more features and insights to help you stay on top of your money.<\/p>\n\n\n\n

Specifically, you told us you\u2019d like to get a richer, more in-depth historical perspective on your finances with the ability to import data from other sites. You wanted more tools to help you keep your finances on track, including alerts and notifications you can turn on or off, with the flexibility to choose what you need. And you wanted more help looking ahead, so you can reach your financial goals with confidence.<\/p>\n\n\n\n

So we built it\u2014using the same core principles we\u2019ve used for our award-winning app from the beginning: understanding not just what you need but the real-world scenarios in which you\u2019ll use it. That\u2019s how we built a modern personal finance app that\u2019s designed for real life\u2014easy to use, while offering you ultimate control over your money.<\/p>\n\n\n\n

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Adding to Your Historical Data<\/h2>\n\n\n\n

Simplifi lets you connect all your financial accounts and downloads your transactions automatically. For many banks, your downloaded data goes back about 3 months. Then, moving forward, Simplifi continues to download your new transactions for you, keeping track of your complete financial picture.<\/p>\n\n\n\n

For most customers, that\u2019s all they need. But some of you let us know you wanted to be able to go back even further, seeing more of your historical data than automatic downloading provides. So we added the ability to import data from a .csv file<\/strong>.<\/p>\n\n\n\n

Because you asked specifically to import data from Mint, Personal Capital, and Apple Card, we\u2019ve added each of those options, making those imports as smooth as clicking your choice and uploading your file. But we\u2019ve also included a more general option that walks you through the process of uploading any financial CSV file, so you can import historical data from any source you might want to use, like that personal savings account.<\/p>\n\n\n\n

Now, Simplifi lets you see all your money\u2014and all your financial history\u2014in one place, going backward in time as far as you like.<\/p>\n\n\n\n

Keeping Your Finances on Track<\/h2>\n\n\n\n

Simplifi customers lead busy lives, turning to the app to help them keep their finances on track<\/a>. They love how easy it is to check their personalized spending plan to see what they have left to spend. And they love how  watchlists help them track the spending they care about without having to watch every dime. <\/p>\n\n\n\n

But you told us you wanted even more\u2014asking us to send Notifications and Alerts <\/strong>to let you know when your finances need attention. At the same time, nobody wants reminders they don\u2019t need, so we built those reminders according to our core design principles of control and flexibility, letting you choose the notifications you want from an \u201ca la carte\u201d menu.<\/p>\n\n\n\n

We built reminders to let you know about upcoming bills, or even specific bills; notifications about suspicious activity to help you detect fraud; alerts about low balances; and alerts to let you know when you\u2019re getting close to the limits you\u2019ve set for your watchlists. <\/p>\n\n\n\n

Because you can choose which ones you want to receive, and because Simplifi by Quicken doesn\u2019t include any advertising, you\u2019ll always know that any alert you get is one you asked for. That cuts down drastically on the chance of accidentally ignoring something that really matters.<\/p>\n\n\n\n

Planning for the Future<\/h2>\n\n\n\n

Last but not least, we\u2019ve heard throughout 2020 that our customers want more help planning for the future. It isn\u2019t enough to know where your money is today. When you\u2019re making financial decisions, you need to know where your money is going to be tomorrow\u2014like how much you\u2019ll have left at the end of the month after you\u2019ve paid your bills and added to your savings.<\/p>\n\n\n\n

That\u2019s why we designed Simplifi with a personalized spending plan, so you always know at a glance how much you really have left to spend, not just what\u2019s in your bank account today. To make it even more powerful, we\u2019ve also added the ability to set aside your planned spending, so you can tell the app to make sure you have that money when you need it.<\/p>\n\n\n\n

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Let\u2019s say your friend invites you on a day trip to wine country, planned for the end of the month. You want to have a certain amount of splurge money available when the time comes. With Planned Spending<\/strong>, Simplifi lets you earmark that amount, setting it aside from your plan so you won\u2019t spend it on other things. As you make small buying decisions throughout the month, Simplifi keeps track of that trip money for you, calculating it into your spending plan automatically.<\/p>\n\n\n\n

We\u2019ve also recently introduced enhanced reporting<\/strong>, letting you filter reports by category, payee, tag, account, and more. Want to see how much you\u2019ve spent this year on groceries? Filter your spending report to show you just that category. Want to know how much you\u2019ve spent on Amazon? Filter your spending report by that payee.<\/p>\n\n\n\n

We\u2019ve added a monthly summary report that shows your total income and expenses for the month with insights into where you spent the most money outside your regular bills. It also highlights progress on your savings goals, so you can wrap up each month with a report that celebrates your achievements while helping you do even better. <\/p>\n\n\n\n

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What\u2019s Next for Simplifi by Quicken?<\/h2>\n\n\n\n

The world is changing faster than ever, and your needs are changing with it. That\u2019s why we have dedicated coaches you can chat with in the app (or even call on the phone) and a dedicated product team constantly rolling out the new tools and features you need most. <\/p>\n\n\n\n

Soon you\u2019ll be able to use the new Bill Presentment<\/strong> feature to see \u201cinside\u201d your bills and track their status without having to leave the Simplifi app. You\u2019ll have access to advanced savings goals<\/strong>, and you\u2019ll have even more control over setting up rules<\/strong> for Simplifi to follow. Don\u2019t like the name your bank gives that one gas station? Change it. Don\u2019t like the automatic category Simplifi assigns to that local store? You can change that too.<\/p>\n\n\n\n

Better yet, Simplifi will remember those rules moving forward, like a virtual assistant for your finances, remembering your preferences and showing you what you need to know exactly when you need it. With Simplifi, our goal is to make sure you can always see your money your way<\/strong>. <\/p>\n","protected":false},"excerpt":{"rendered":"

Named Best Budgeting App by The New York Times Wirecutter, Simplifi announces a new set of features and insights to help you keep your finances on track.<\/p>\n","protected":false},"author":59,"featured_media":204,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Award-Winning Finance App Raises the Bar Again | Quicken","_seopress_titles_desc":"Named Best Budgeting App by The New York Times Wirecutter, Simplifi announces a new set of features and insights to help you keep your finances on track.","_seopress_robots_index":"","inline_featured_image":false,"footnotes":""},"categories":[111],"tags":[],"class_list":["post-3177","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.quicken.com\/blog\/wp-content\/uploads\/2020\/01\/OG_Mobile_Simplifi-opt.jpg","_links":{"self":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/3177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/users\/59"}],"replies":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/comments?post=3177"}],"version-history":[{"count":3,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/3177\/revisions"}],"predecessor-version":[{"id":5151,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/posts\/3177\/revisions\/5151"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media\/204"}],"wp:attachment":[{"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/media?parent=3177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/categories?post=3177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.quicken.com\/blog\/wp-json\/wp\/v2\/tags?post=3177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}