Quicken Simplifi App: Free 30-Day Trial (Offer Expires September 30th)

September 25, 2024 By Jonathan Ping 7 Comments
My Money Blog has partnered with CardRatings and may receive a commission from card issuers. Some or all of the card offers that appear on this site are from advertisers and may impact how and where card products appear on the site. MyMoneyBlog.com does not include all card companies or all available card offers. All opinions expressed are the author’s alone.

Quicken Simplifi is running a free 30-day trial of their personal finance app. Simplifi is their app-first “Mint-like” software that aggregates all your accounts daily, tracks spending, categorizes for budgets, analyzes investments, and all that. They also still offer their desktop-first Quicken Classic software (although Simplifi has a web interface and Classic has a companion app…). After the free trial, the cost is “$5.99/month, billed annually”, in other words… $71.88 a year. They’ll want your credit card at sign-up, so be sure to set a calendar reminder to cancel. They’ll tell you the date.

I haven’t replaced Mint with anything myself (I ending up deleting all accounts from Credit Karma and just directly log in to websites now), so I will give this a shot. Simplifi won the best budgeting/personal finance app from Wirecutter and PC Mag, but I’d also like to see how it handles investments. It doesn’t look as robust as Empower Dashboard (formerly Personal Capital) (most recent portfolio update). 30 days should be enough time to settle in and feel if it’s worth the cost. Offer ends soon on 9/30. The fine print:

30-day free trial only available to new customers. After 30 days, you will be billed at the then annual price. All offers are for the first year only when you order directly from Quicken by September 30, 2024, 11:59 PM PT. Offer good for new memberships only. Subscription billed annually. Offer listed above cannot be combined with any other offers. Upon the end of your membership term, the subscription will automatically renew at the then-current rates, unless you cancel or we terminate this agreement.

Filed Under: Deals & Offers
Last updated: September 26, 2024
My Money Blog has partnered with CardRatings and may receive a commission from card issuers. Some or all of the card offers that appear on this site are from advertisers and may impact how and where card products appear on the site. MyMoneyBlog.com does not include all card companies or all available card offers. All opinions expressed are the author’s alone, and has not been provided nor approved by any of the companies mentioned.

MyMoneyBlog.com is also a member of the Amazon Associate Program, and if you click through to Amazon and make a purchase, I may earn a small commission. Thank you for your support.

User Generated Content Disclosure: Comments and/or responses are not provided or commissioned by any advertiser. Comments and/or responses have not been reviewed, approved or otherwise endorsed by any advertiser. It is not any advertiser's responsibility to ensure all posts and/or questions are answered.

Comments

  1. Mark Razor says
    September 26, 2024 at 11:56 am

    Curious to know what turned you off using Credit Karma. I’m finding it a suitable replacement for MINT in spite of more aggressive advertising.

    Reply
    • Jonathan Ping says
      September 26, 2024 at 12:53 pm

      I agree, CK isn’t horrible, but I suppose the experience degraded to the point (I feel Mint got a bit worse over time first) that I rarely checked things using Credit Karma anymore with the use of password managers and 2FA these days, so I didn’t want them to keep having data access to all my accounts forever. I think it still serves a useful purpose as a free account aggregation tool.

      Reply
  2. Arun says
    September 26, 2024 at 1:06 pm

    I switched to Copilot (https://copilot.money) from Mint/CK. It’s simple, easy to use, handles investments and not built by a mega corp so hopefully they can survive on subscription fees ($95/yr). Also, they aren’t trying to upsell anything.

    Reply
  3. MARK says
    September 26, 2024 at 7:02 pm

    It turned my thumbs up into a ?

    Reply
  4. Lane says
    September 27, 2024 at 6:49 pm

    Are you familiar with EquityStat for tracking investments? I’m thinking of checking it out. Does anyone have experience with it?
    https://equitystat.com/portmgr/pages/home.aspx

    Reply

Speak Your Mind

*