Audience
Businesses looking for an advanced Personal Finance solution
About Simplifi
Create and track your progress toward short and long-term goals. Include those goals in your spending plan to ensure you set aside enough each month. Know where your money is going, from essential expenses to occasional splurges. Uncover hidden subscriptions to make sure you’re not paying for things you don’t need. Get a personalized budget that’s automatically generated based on your income, expenses, and savings. It’s highly customizable and tracks your progress as you spend. Use insights to maximize your savings, optimize your spending, and reach your goals faster. Key notifications, built-in reports, and cash-flow projections make it easy to plan ahead. Simplifi creates an adjustable spending plan just for you. Add your own watchlists and savings goals to customize it even more. Check in with the app throughout the month to make smart choices and stay on top of your money the simple way!
Other Popular Alternatives & Related Software
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before.
Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation.
Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
Learn more
Waleeto
Building wealth starts with mastering your budget. Without clear tracking, expenses slip through the cracks, and financial goals stay out of reach.
Waleeto helps you take full control of your money by tracking every expense, optimizing your budget, and guiding you towards long-term financial growth—no matter how many currencies you deal with.
Track, Save, and Grow Your Wealth:
- Smart Expense Tracking: Automatically categorize transactions, visualize spending patterns, and cut unnecessary costs effortlessly.
- AI-Powered Budgeting: Set personalized budgets and receive smart insights to stay on track.
- Long-Term Financial Planning: Get clear reports on income, expenses, and savings to make informed money decisions.
- Multi-Currency Support: Manage global finances with real-time exchange rate updates and seamless international tracking.
Wealth isn’t built overnight—it’s built with financial clarity. Start mastering your money with Waleeto today!
Learn more
PocketGuard
The main idea behind PocketGuard is to help customers spend less than they earn. That’s why we have made the IN MY POCKET feature. We crunch the numbers to show how much spendable money you have after setting aside enough for bills, goals and necessities. Organize your bills and other spending into sections. Customize your budget the way you want by creating as many sections as you need. Analyze what merchant you spend the most and cut off that expense out of your budget. You can't even imagine how much you spend on morning coffee every day! Link your banks, credit cards, loans & investment in one place, to keep track of your account balances, net worth and more. We won't ask you to enter bank credentials just to use the app. Feel free to discover PocketGuard by tracking transactions manually. You can connect bank accounts anytime later.
Learn more
Gains App
The AI-powered budgeting app that helps you save money on your weekly shopping. Connect your bank accounts using open banking and set budgeting and savings goals, chat to Gains your AI-powered financial assistant to learn more about your spending habits, and get cashback on everything you buy at partner retailers.
Save 30 mins a week chatting with your money
Chat with your new financial best mate and get instant answers about where your money goes, and how to make it go further. No more boring spreadsheets.
Smart budgeting tools to plan your spending
With smart categorisation and goal tracking Gains helps you feel confident about your finances – improved financial confidence is linked to increased net worth.
Earn on average 7%* cashback on your
everyday spending
Get cashback on groceries, clothing, household essentials, travel and more – with offers personalised to where you shop.
Using industry standard Open Banking technology so you can earn rewards with confidence
Learn more
Pricing
Starting Price:
$2.99 per month
Pricing Details:
Billed annually
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Simplifi
United States
www.quicken.com/simplifi/
Videos and Screen Captures
Other Useful Business Software
AI-generated apps that pass security review
Retool lets you generate dashboards, admin panels, and workflows directly on your data. Type something like “Build me a revenue dashboard on my Stripe data” and get a working app with security, permissions, and compliance built in from day one. Whether on our cloud or self-hosted, create the internal software your team needs without compromising enterprise standards or control.
Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Support
Online
