Simplify for a test drive?

SteveE
SteveE Member
edited September 26 in Feedback

I am a 35 year Quicken user and would like to take a quick look at Simplifi? I would like to use it for about a weekl. Possible?

Best Answers

Answers

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Steve,

    Since you are interested in checking it out, it is probably worth trying Simplifi. Here's some things to keep in mind.

    If you want your data backed up and saved on your PC, stick with Classic.

    If you care about the minute details of Investments, stick with Classic.

    If you like traditional budgeting, stick with Classic,

    If you want automated splits and paychecks in recurring transactions, and the ability to turn a recurring transaction into a transaction, stick with Classic.

    BUT

    If you want to have the convenience of everything in the Cloud without uploading, go with Simplifi.

    If the bottom line of investments (your current balances) are all that matter to you, go with Simplifi.

    If you want the flexibility of the Spending Plan without the rigamarole of complex budgeting (as well as the ability to take things off budget), go with Simplifi.

    If you want a fresh start and a cleaner interface, go with Simplifi.

    With all that said, even if you aren't sure, you do get the 30-day refund.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • DannyB
    DannyB Member ✭✭✭✭

    @SteveE

    Take advantage of the 30-day money-back guarantee and take Quicke Simplifi for a spin. QS is definitely a different animal from QC so be prepared for a different experience.

    Danny
    Simplifi user since 01/22
    Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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