Simplifi now makes it safe and simple to share financial information with trusted sources, such as partners, family members and financial professionals.
MENLO PARK, Calif., February 1, 2023 /PRNewswire/ — Quicken Inc. (“Quicken”), maker of America’s best-selling personal finance software, has launched a new feature for its award-winning personal finance app, making it simple and secure for users to share of their financial information, including their Simplifi dashboards, checklists, savings goals and more, with trusted parties and loved ones to better align budget plans, while increasing financial transparency to achieve goals.
The new feature is a great way for users to share their finances in real time with a spouse/significant other, accountant, and family, all without sharing personal login credentials.
- Partner: Sharing financial information can allow those in a relationship to collaborate on their finances and plan their financial journey together, as a team. By sharing their finances, partners can better align with their short- and long-term plans and achieve their shared budget and savings goals more effectively.
- Family: Users can add their parents, children or other family members to their Simplifi subscription. For parents, being able to view their children’s financial data can increase collaboration and the development of healthy financial habits. Alternatively, users can help monitor and manage the finances of their family members, such as aging parents, in real time.
- Financial advisors: Users can provide accountants with access to help manage their tax-related categories and create reports to ensure tax season is quick and painless. Users can also add their financial planners to more easily collaborate year-round on budgets, savings plans, and long-term financial goals.
“When it comes to financial planning, consumers can feel isolated due to the one-to-one approach many financial instruments take,” he said Eric Dunn, chief executive officer of Quicken. “But when working towards financial freedom, collaboration can play a key role. Simplifi’s new sharing feature seamlessly supports collaboration, making it an even more effective tool for empowering users to live financially healthy lives.”
Quicken has helped over 20 million members track their budgets and grow their money for over three decades. By enhancing Simplifi with new sharing capabilities, the company continues to expand its mission by providing users with solutions that foster collaboration and improve financial well-being. The main benefits of the sharing feature include:
- Shared finances: Users can manage expenses and view their total net worth together with their partner. Additionally, users can add trusted financial professionals to streamline tax preparation. For example, accountants can easily access their financial data, manage tax categories, and create reports.
- Easy setup: Those added to an existing user’s account will create their own Simplifi login credentials, at no additional cost.
More information is available at Quicken’s support page. Simplifi is available through the App Store, Google Play and on the web. More information can be found at https://www.quicken.com/simplifi/.
About Quicken Inc.
Quicken is the best-selling personal finance software in the US For more than 35 years, more than 20 million customers have trusted Quicken to put them in control of their finances. Quicken’s award-winning suite of personal finance apps and software, including Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, and Quicken’s Simplifi, cater to various financial needs and device preferences. Quicken’s Simplifi, named the “Best Budget App” by the New York Times Wirecutter, was added to the Quicken product suite in 2020. Simplifi, a web and mobile app, is designed to help a new generation of digital natives easily stay on top of their finances.
Learn more about Quicken Here and follow us Facebook, Chirping, LinkedIn, YoutubeAnd Reddit. Click Here to learn more about Simplifi by Quicken and follow us on Instagram, FacebookAnd Tick tock. Simplifi is available for download at Google Play and the Apple App Store.
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