5/21/2023 0 Comments Simplifi by quickenYou can monitor your spending by category, or set up custom spending watchlists using categories or tags. With so many personalization features, the app really can help you gain a better awareness of your overall financial picture. It can help you find and track recurring expenses, establish spending categories, and even view your upcoming bills. By pulling data from all of your connected financial accounts (credit card accounts, savings accounts, retirement funds, checking accounts, etc.), the app is able to provide various high-level views of your finances, including things like your debt to income ratio, your net worth, your cash flow, and even your spending on certain projects.īut the company isn’t just helping you track the big picture items, it will also help you learn how to manage your money. Simplifi can connect to over 14,000 financial institutions, which means you’ll be able to see your full financial picture in real-time - even if your money is in many places. By offering helpful organization tools that connect with your bank account, Simplifi can help you track your bills and other expenses as well as your progress when it comes to various savings goals. Unlike other Quicken solutions, Simplifi is a bit more straightforward and was primarily designed to help people better visualize, spend, and save their money. The company has been in business for more than 30 years and is best known for its personal accounting solutions that track spending and investments online. Simplifi was first announced in February 2020 as the latest addition to the suite of personal finance solutions offered by Quicken.
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