Quicken Simplifi
With smart budgeting, get real-time visibility into what you have to spend. Quicken helps you stay ahead of your money.
Get forward-looking tools with real-time clarity, while keeping your essential info organized and accessible. Together, they streamline every part of your financial life.
Simplifi
Budget and track your spending with Spending Plan
Project cash flows & generate reports
Optimize your investments & retirement
Simplifi + LifeHub
Budget and track your spending with Spending Plan
Project cash flows & generate reports
Optimize your investments & retirement
Beyond your finances — organize family IDs, medical info, legal docs and more in one secure hub. Learn more
Unparalleled organization
Connect all of your accounts with ease & keep your finances tidy
Less hassle, more clarity
Stay in the know with AI auto-categorization and real-time alerts.
Better insights for better decisions
Plan for today & tomorrow with in-depth, custom reports and analysis
Flexibility to fit your changing life
Easily update your goals, budgets, data, and layout. It all adjusts to you
Visualize your income, bills, subscriptions, & savings, and always know how much you have available after expenses. Treat yourself guilt-free or route it to a rainy day fund — no guesswork required. 💰
By analyzing your income & spending habits against your bills & expenses, Quicken can project future balances. Run “what-if” scenarios, & see what your future looks like, so you can plan smarter and dream bigger. 🔮
This interactive experience lets you click through key features and get a feel for the experience without entering any personal information or connecting your financial accounts — aka no setup needed.
What you can do:
• An interactive experience
• Explore all features
• No set-up needed
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. 💸
View your full portfolio in one place and turn insights into action with tools like cost basis, performance analysis, and real-time quotes. Navigate market changes like a pro and make every move count. 🎯
Create projections based on your savings, expenses, investments, retirement age, expected annual living expenses & much more. Use real insights from your own projections to fine-tune your strategy, make smarter decisions, and stay on course.
With pre-built reports and filters, Quicken Simplifi gives you better insights faster. Get categorized breakdowns of spending, saving, and income, or customize it to your needs. Future You will thank you. 🤝
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
Keep tabs on where (and how) you’re spending, automatically categorize all your transactions, and easily identify any spending issues. Adjust as necessary and keep your budget on track.
Track your upcoming bills & subscriptions
Late fees? History. With Simplifi, you can stay ahead of all your due dates for things like rent and credit card payments, and view all your subscriptions — no more forgotten ones.
Secure sharing
Credit score
Refund & return tracker
Zillow integration
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Quicken Simplifi
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Rocket
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YNAB
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Budget the way you want to |
Works with any budget style |
Limited, only available on paid |
Zero-based budgeting only |
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Reports |
Spending, income, savings, and net worth, along with extensive customization |
Spending only, limited customization |
Spending only, limited customization |
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Investment tools |
Performance over time, cost-basis, real-time quotes |
Limited performance analysis, only available on paid |
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Projected cash flows |
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Real-time alerts |
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Watchlist to monitor spending |
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Only available on paid |
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Credit score tracker |
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Customizable interface |
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Free guided onboarding, phone & chat support |
Free guided onboarding, phone & chat support |
Chat & email support only |
Email support only |
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$2.99
/month
Billed annually
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Quicken vs Monarch
Quicken outperforms Monarch as the only personal finance app that manages all your money with foresight & proactive guidance.
Quicken vs Rocket Money
Unlike Rocket, Quicken goes beyond bills and subscriptions, giving you a complete personal finance solution to manage all your money.
Quicken vs YNAB
More than zero-based budgeting, Quicken delivers a complete view of your finances, so you can feel confident about your financial future.
Welcome aboard — we’re glad you’re here. Don’t miss a beat with Quicken’s simple data import tool and pick up right where you left things.
Quicken Simplifi
Mobile
Web
The app with most features at the lowest price
Enjoy a 30-day money-back guarantee
Simple setup will have you up & running in 30 minutes
Guided onboarding
Quicken Business & Personal
Mobile
Web
Get the all-in-one finance app made for self-employed and small business owners.
Quicken Simplifi 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.
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
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.
Trusted for over 40 years
#1 best-selling with 20+ million customers over 4 decades.
Bank-grade security
We protect your data with industry-standard 256-bit encryption.
Your privacy matters
Rest assured, we’ll never sell your personal data.
No surprise charges or ads
No hidden fees or annoying ads. What you see is what you get.
Support
Chat with a dedicated support team via phone, chat or social (actual humans too).
Quicken specialized agent
Need a little help getting going? Get a free 30 min appointment with a Quicken expert.
Learn & Grow
Our blog and interactive tools will help you grow in knowledge and confidence.
Community
Our community of coaches & users often discuss features, feedback, requests & success.
I love how easy [Quicken] Simplifi is. Almost all entries are automated, so there isn't much effort needed to maintain your finance data.
Joseph
Everything about [Quicken Simplifi] is user friendly and powerful all at the same time.
Mark