Quicken Simplifi
Find the answers fast. Quicken already tracks your finances. Quicken Assist helps you see what matters so you can answer questions like: “Am I on track this month?” So, what do you want to know?
Introducing Quicken Assist
Quicken Assist lets you ask the questions you've been putting off. “What you I afford?,” what does my spending look like?.” Get answers laid out clearly against your real numbers, so you feel less uncertainty, and more confidence.
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. 💰
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. 🎯
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. 🤝
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. 🔮
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.
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. 💸
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
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.
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.