Simplifi

About Simplifi Simplifi is a cloud-based personal finance and budgeting app developed by Quicken Inc. that helps users track spending, manage bills, set savings goals, and monitor investments from a single unified dashboard.

The platform connects to over 14,000 financial institutions, automatically categorizing transactions and generating a personalized Spending Plan based on income minus recurring bills and subscriptions.

Using projected cash flow analysis and customizable Watchlists, Simplifi identifies spending patterns, forecasts future balances, and alerts users to upcoming due dates to prevent late fees.

Users gain a consolidated net worth view across banking, credit cards, loans, and investment accounts with real-time balance updates and portfolio performance tracking.

The app includes a retirement planner with what-if scenario modeling, savings goal tracking with progress badges, and detailed reports covering spending, income, taxes, and net worth trends.

Simplifi's ad-free subscription model combined with 256-bit bank-level encryption and multi-factor authentication makes it a trusted budgeting tool for millions of users across the United States and Canada.

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