Quicken Simplifi
Simplifi brings your full financial picture together in one place. Quicken Assist built-in AI turns that picture into helpful tips — surfacing what matters, flagging what changed, and helping you know what to do next.
Visualize your income, bills, subscriptions & savings, and always know how much you have left after expenses. And now, Quicken Assist keeps an eye on it all, letting you know when something needs your attention.
View your full portfolio in one place and turn insights into action with tools like cost basis, performance analysis, and real-time quotes. And Quicken Assist keeps an eye on what's shifting, so every move counts.
Reports & Insights
Built-in reports and filters give you a clear breakdown of spending, income, and trends across every category. Quicken Assist can analyze all of it and bring the important stuff to the surface, so the insight you need is already there for you.
By analyzing your income & spending habits against your bills & expenses, Quicken can project future balances. Now, Quicken Assist keeps an eye on that forecast and flags when something needs adjusting before it becomes a problem.
Create custom savings goals, commit cash, track progress & see it through. Whether you’re putting money aside for retirement or saving for a kitchen remodel, Quicken Simplifi helps you get there faster. 💸
Create projections based on your savings, expenses, investments, retirement age, expected annual living expenses & much more. Quicken Assist can read across your full financial picture and surface real insights from those projections, letting you can fine-tune your strategy and stay on course as life changes.
Quicken Simplifi
See all your finances in one place — banking, investments & more
Understand what matters and why
See what’s ahead with clear projections
Make smarter decisions and grow your net worth
Get helpful tips from Quicken Assist
Connect to over 14k financial institutions
Quicken’s connectivity is second-to-none, helping you get your finances fully and completely integrated into your account for the most accurate picture.
See where your money is going
Both short and long term, buy a house, save for vacation, education, emergency fun, etc.
Track your upcoming bills & subscriptions
Stay ahead of all your due dates for things like rent and credit card payments, and view all your subscriptions — no more forgotten ones.
Why is Quicken “best for most people”?
Quicken is a powerful, easy-to-use tool for all the essentials of your financial journey. Track & categorize your spending. Get an automatic, fully customizable spending plan. Reach your savings goals. Plan for the future with projected cash flows. No matter where you are on your personal finance journey, Quicken Simplifi has you covered.
How is Quicken Simplifi’s Spending Plan different from other budgets?
Quicken Simplifi doesn’t force you to choose a single budgeting system. Instead, it starts with your monthly income, subtracts your bills & subscriptions, and generates a personalized Spending Plan that adjusts automatically as you spend. No matter how you like to budget, the tools in Quicken Simplifi can accommodate any method you like to use — zero-based budgeting, envelope budgeting, 50-30-20, and more.
See how much you have left to spend per day for the rest of the month, calculated automatically
Add any planned spending, from groceries to birthday dinners, to set aside the money you need
Include your savings goals in your plan so you don't spend that money by mistake
Easily ignore any spending that you don't want to count toward your monthly budget
Can I share an account with someone else?
Yep! You can share your Quicken Simplifi account with your partner, financial advisor, or anyone you trust. You can add one other person with our “spaces & sharing” feature.
