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For managing your personal finances and planning toward your goals
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For self-employed and small business & rental property owners
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Everything in Simplifi, plus business tools
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Understand your finances
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Connect accounts across 14,000+ financial institutions
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Spending Dashboard — see where your money is going
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Automatic transaction categorization
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Bills & subscription tracking
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Net Worth — track assets, debt and progress over time
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Business & personal finances in one view, while keeping them separate
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Plan your spending & cash flow
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Spending Plan — know what’s available to spend
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Rollover planned spending
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Projected Cash Flow — see balances up to a year ahead
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Custom Watchlists & alerts
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Get personalized guidance
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Quicken AI — ask questions about your finances and get personalized guidance
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Save, invest & plan ahead
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Retirement Planner — explore what-if scenarios
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Investment portfolio tracking
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Investment performance with TWR & IRR
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Real-time investment quotes
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Analyze your finances — reports & taxes
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Customizable reports for spending, income & more
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Business reports — P&L, cash flow & balance sheet
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Personal tax reports & built-in Schedules A/B
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Business tax reports & built-in Schedules C/E/F
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Quarterly Tax Planner — estimate what you may owe
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Credit score tracking & insights
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Manage your business
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Business income & expense tracking
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Tax categories built for business expenses
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Unlimited clients, projects & invoices
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Invoicing & payment tracking
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Accept online payments with Stripe integration
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Rental property income & expense tracking
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Mileage tracking for deductible business expenses
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Manage up to 10 businesses for one price
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Sharing & support
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Share finances with a partner or advisor
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