Answers to the questions we hear most often

What is Simplifi?

Simplifi is a brand new personal finance app brought to you by Quicken, a trusted leader in financial management software for over 30 years! Simplifi's designed to help you easily stay on top of your money and reach your financial goals with confidence!

Is this a new version of the Quicken mobile app?

No. Simplifi is an entirely new personal finance app designed for mobile and is available to use on iOS, Android, and web platforms.

The Quicken Mobile app is a companion app that offers mobile access to Quicken data for Quicken members and the Quicken Web app lets Quicken members access their Quicken data from any computer with an internet connection.

Is there a Simplifi web app?

Yes! You can access Simplifi on the web using any computer with an internet connection. The web app and mobile app offer all the same features, so you can stay on top of your money from anywhere and the way you want to.

Does Simplifi work with Quicken data?

No. While Simplifi and Quicken are both powered by our network of over 14,000 financial institutions, Simplifi cannot read Quicken data. It’s an entirely new product designed to help a new generation develop healthy financial habits and reach their financial goals with confidence.

Do I have to pay for Simplifi?

Simplifi is a paid subscription product, with monthly and yearly plans available. If you're concerned about taking the plunge, don't be--we offer a 30 day free trial so you can make sure Simplifi is right for you. You can check out our plans here.

Is a subscription required?

Yes, you have to subscribe to Simplifi to use it post your free trial period. We offer monthly and yearly plans.

Is Simplifi included in my Quicken membership plan?

No. Simplifi is an entirely new product and is not included in any of the existing Quicken plans. If you are actively using Quicken now, Simplifi is not for you as it cannot read your Quicken data. If you are looking to try a new solution, Simplifi comes with a 30 day free trial and a choice between a monthly and annual plan.

How do I know my data's secure?

The privacy and security of your financial data is a top priority at all times. Quicken Inc. (the makers of Simplifi) is trusted by millions for their continually-improving security measures for over 3 decades. We securely transmit data from your bank servers using robust 256-bit encryption. The information downloaded from your banks is confidential and used only to update your accounts.

Can I import data into Simplifi?

While we do not currently support the ability to import data into Simplifi, we are planning on adding this capability down the road, so keep your eyes peeled for future updates!

Can I use Simplifi anywhere?

At this time, Simplifi is intended for U.S. members only. While you can use Simplifi to access your information from web or mobile, we're currently only able to support U.S. banks for our members.

How is Simplifi different from other personal finance apps?

Simplifi lets you see your entire financial picture at a glance. Set up watchlists to track your spending however you want to. Set up savings goals to achieve your financial dreams. There are too many great features to list them all, but here are a few highlights:

  • COMPREHENSIVE & INTUITIVE: Simplifi is the best of both worlds. Get a consolidated view of all your bank accounts, loans, credit cards, and investments in a dashboard that’s clean, simple, and easy to understand.
  • CUSTOM WATCHLISTS: Stay on top of your spending the way you want to, not according to a one-size-fits-all plan. Use our helpful insights and your own spending limits to reach your personal financial goals with confidence.
  • FLEXIBILITY: Simplifi is designed to let you see your money the way you want to. Set up your own categories, limits, watchlists, and spending plan without getting bogged down in the details. It’s the app that’s tailor-made just for you.
  • A POSITIVE APPROACH: Simplifi’s glass-half-full attitude helps you meet the goals you set, encouraging you along the way and celebrating your success.
  • NO ADS: Simplifi delivers a transparent, ad-free experience, with everything you need in one place so you can focus on reaching your financial goals.

Why is there a subscription fee?

Simplifi is a completely new mobile and web app for people who want to stay on top of their money the simple way. We charge for Simplifi membership for the same reason we charge for Quicken membership: to provide industry-leading features and security, continuous upgrades, and dedicated customer support, all in an ad-free environment, with nothing to distract you from your financial goals.

Do Simplfi’s web app and mobile app have all the same features?

Yes. The mobile app and web app share the same features, so you’ll never have to switch from one to the other unless you want to. If you do go back and forth, using Simplifi on your phone at the coffee shop and on your computer at the office, you’ll enjoy all the same features wherever you go, with no surprises.

Enjoy your first

30 days free!

Then, pay as low as $3.99 per month.

No additional fees. No ads.

Start my free trial