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

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.