Tell us how you use Simplifi!

UrsulaA

The first post on this thread states "We look forward to hearing from you and welcome all your comments! Once we have enough of them, we’ll give you a report on what you’ve told us!"

Are there enough comments to see a report? This will be neat. @Coach Natalie @Coach Kristina

Coach Natalie

@UrsulaA, good call out!

We're reviewing this. It may be a bit harder now with the amount of time that's passed, and some of the older comments may also not hold as much relevancy with all of the changes that have happened over the years, but we will see what we can do. 😀

-Coach Natalie

DavidB

I'm a refugee from YNAB which I used for about two years. The learning curve of YNAB is huge and it's so focused on zero-based budgeting that I found it very hard to do simple things. I don't live on the edge so I don't need a zero based budget and can absorb unexpected expenses.

(1) I was attracted to Simplifi because it seemed like a straightforward expense tracking tool. I just wanted something that would recod transactions, let me classify them, and give me some reports.

(2) I use it to see where my money goes. The biggest deficiency of the product is the lack of a Budget vs. Actual report which seems pretty basic. It is my biggest disapointement with the tool.

(3) The ideal user is someone who is looking for a relatively simple expense tracker.

Coach Natalie

Hello everyone, thanks so much for all of your wonderful feedback over the years! We tallied the responses throughout this thread, and the results are in —

Question #1: What first attracted you to Simplifi, and what did you like about it?

• Ease of use, clean and simple interface — 15 mentions
• Dissatisfied with current software/current software no longer supported/seeking alternative to current software (other than Quicken Classic) — 14 mentions
• Web-based — 12 mentions
• Dissatisfied with Quicken Classic/seeking an alternative to Quicken Classic — 10 mentions
• Visually appealing — 4 mentions
• Likes that Quicken Simplifi doesn’t monetize through selling other services and is ad-free — 4 mentions
• Playful design/fun to use — 3 mentions

Question #2: What are you using Simplifi for right now, and what do you hope to use it for in the future?

• Knowing where my money is going — 18 mentions
• Track budget, manage cashflow, projected cash flow — 16 mentions
• See overall financial picture (for future planning) — 8 mentions
• Track investments & historical performance (users want to see this improved) — 6 mentions
• Spending Plan & Watchlists — 5 mentions
• Avoid overspending — 4 mentions

Question #3: Who do you feel is the ideal user for Simplifi (besides yourself!), and what do you think they would use it for?

• Someone who wants a simple & easy way to track their finances, and wants to see it all in one place — 11 mentions
• Someone who wants to control or track spending and achieve goals — 6 mentions
• People who are on the go and need a web-based solution so they can access from anywhere with internet — 6 mentions
• Someone who is younger, but at the point where they need help managing finances — 5 mentions
• People in their midlife who are tracking growth of capital/net worth — 4 mentions
• Someone who wants more than just a budgeting tool (monitor trends, track expenses, etc) — 3 mentions
• People who are happy to pay for a good and ad-free service — 2 mentions

These items are just the top mentions, but you can also view the attached spreadsheet to see ALL of the results. Pretty neat to compile all of this feedback and see what users had to say about us! 🎉

With that, we will be closing this thread out, but as always we love to hear feedback from our users, so don't hesitate to let us know what you think in the Feedback or Share Your Success sections, or head on over to Introduce Yourself to let the Community get to know you!

Simplifi Use Tally.xlsx