Quicken Simplifi — Projected Cash Flow

Bye, shortfalls. Hello, serenity.

The days of shortfalls are over. With Quicken Simplifi’s Projected Cash Flows, you’ll see low balances coming weeks before they hit.

Bye, shortfalls. Hello, serenity. Bye, shortfalls. Hello, serenity.
Anticipate what’s ahead

Spot potential shortfalls

Easily find low points in your upcoming balance. Slow your spending or transfer money from savings to keep from dropping below your comfort zone.

Spot potential shortfalls
Plan your spending in advance
Get the insights you need

Plan your spending in advance

What’s the best timing for your next big purchase? With Projected Cash Flows, you can base that choice on actual data, so you can spend with confidence.

Save more money

See where you can save

Projected Cash flows reveal the best times to save or invest. Identify when your balances are high each month, so you know when to make those contributions.

See where you can save

See your cash balance, always up to date

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See your cash balance, always up to date

Projected Cash Flows start with your current balance. As you get paychecks, pay bills, or make other purchases, your balance adjusts automatically.

View upcoming paychecks & bills at a glance

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View upcoming paychecks & bills at a glance

Quicken Simplifi knows when your regularly scheduled income and expenses will hit your account. It uses these to project your future account balances.

Check your balance up to a year in advance

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Check your balance up to a year in advance

Quicken Simplifi’s Projected Cash Flows display your future balances over any time frame you choose, so you can easily plan for high and low points.

See your cash balance, always up to date View upcoming paychecks & bills at a glance Check your balance up to a year in advance

Your future, clearly mapped

30-day money-back guarantee
Spend & save with confidence
for just
$2. 99 /month
Your future, clearly mapped

Quicken Simplifi

Mobile

Web

$2. 99 $5.99 /monthBilled annually
  • purple circle checkmark icon Exclusive to Quicken Simplifi!
  • purple circle checkmark icon Other tools just look backward. Quicken Simplifi gives you the foresight you need to plan ahead.
  • purple circle checkmark icon See your upcoming bills & income in a list by date, or on your projected cash flow graph

Quicken Business & Personal

Mobile

Web

Have a small business or freelance income?

$3. 99 /month $7.99 Billed annually

Frequently asked questions

What exactly is the Projected Cash Flow feature in Quicken Simplifi?

Projected Cash Flow is a visual forecasting tool that shows how your account balances will change over time, up to a year in the future. It automatically factors in your recurring income (like paychecks) and recurring bills and subscriptions, and any planned spending you've set up. The projection updates in real time as new transactions occur, giving you an accurate, forward-looking view of your financial position.

Does the Projected Cash Flow feature work with all my accounts?

The Projected Cash Flow feature works with your banking accounts, such as checking accounts, savings accounts, and credit cards. Once you've linked these accounts, Projected Cash Flow uses your recurring income, bills, and subscriptions from these accounts to project future changes to your account balances, by date, up to a year in advance.

How accurate are the cash flow projections?

The projections are highly accurate for known, recurring transactions like bills, subscriptions, and regular paychecks. The feature automatically includes these transactions in your Projected Cash Flows. For variable spending, the projections update in real time as actual transactions occur, so the cash flows always start with an accurate view of your current balance today.

What makes Quicken Simplifi's cash flow features different from other apps?

Unlike basic budgeting apps, Quicken Simplifi projects your cash flow into the future. Instead of showing you only your past bank balances and cash flows, Quicken Simplifi shows you what lies ahead, up to a year in the future. The projections integrate with all your known, recurring transactions, including your income, bills, and subscriptions, for a comprehensive view of your upcoming cash flows that other apps don't provide.

How do alerts work with Projected Cash Flows?

You can set custom alerts based on your balances. For example, you might set a low balance threshold of $1,000 in your checking account. Simplifi will notify you when your balance drops below this amount. By contrast, Projected Cash Flows let you peer into the future to see that low balance before it happens, weeks or even months ahead, giving you plenty of time to transfer funds or adjust your spending.

Can I track cash flow patterns over time?

Yes. Quicken Simplifi's Projected Cash Flows makes it esy to see and analyze cash flow patterns over any time frame you choose. View cash flows up to a year in advance to see weekly, monthly, or even quarterly trends based on your projected income and expenses.

Can I share my Cash Flow Projections with my partner or financial advisor?

Yes, Quicken Simplifi offers secure data sharing. You can invite trusted individuals to access your account, allowing them to view your Cash Flow Projections and other financial data. This makes it easy to plan together with a partner or get professional advice based on your actual financial trajectory.