Quicken Simplifi vs Wally Comparison

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Quicken Simplifi

Personal Finance Software

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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Wally

Personal Finance Software

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Overview

Description	Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others. Read more	Wally is a finance management application for individuals that centralizes all of their accounts so they can learn, manage and improve finances and accomplish individual goals faster. The app provides flexible budget periods that helps users to control their monthly spending habits by saving for specific goals. Users can set budgets to control their daily spending across different categories like home, groceries, entertainment, etc. They can sync savings, credit card, checking and loan accounts and get instant insights into their spending habits and cash flow patterns. Wally shows real-time updates about the account balances and transactions to make users more accountable. They get an overview of all of the past and upcoming transactions and the software auto-categorises them chronologically within an inbuilt calendar. Users can also scan and upload the bills, receipts and warranties to monitor them easily. With Wally, users get to track and convert 200+ currencies from a single place. They can view their spending in each currency for better insights. Read more
Pricing Options	Free Trial Not Available Starts at $2.99.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 60% Momentum 64% Popularity 77%	85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 98% Reviews 60% Momentum 62% Popularity 77%
SaaSworthy Awards	Not Available	# 10 Most Popular

Features

Total Features	14 Features	12 Features
Common Features for All	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 11 More - Show Less	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 9 More - Show Less

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Online	Online

Pricing

Pricing Options	Free Trial Not Available Starts at $2.99.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Quicken Simplifi $2.99 $2.99 per month Quicken Business and Personal $3.99 $3.99 per month	Wally Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

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