Simplifi now makes it easy and safe to share financial information with trusted sources, such as your partner, family, and finance professionals.
MENLO PARK, Calif., February 1, 2023 /PRNewswire/ — Quicken Inc. (“Quicken”), maker of the top-selling personal finance software in the United States, has launched a new feature for its award-winning personal finance application, allowing users to easily and securely share secure their financial information, including their Simplifi dashboards, watchlists, savings goals, and more – with trusted parties and loved ones to better align budget plans, while increasing financial transparency for 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.
- The partners: Sharing financial information can allow people in relationships to collaborate around their finances and plan their financial journey together – as a team. By sharing their finances, partners can better align their short- and long-term plans and more effectively achieve their common budgeting and savings goals.
- Family: Users can add their parents, children or other family members to their Simplifi subscription. For parents, the ability to view their children’s financial data can increase collaboration and the development of healthy financial habits. Alternatively, users can help track and manage finances for family members, such as aging parents, in real time.
- Financial Advisors: Users can provide access to accountants to help them 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 throughout the year on budgets, savings plans, and long-term financial goals.
“When it comes to financial planning, consumers can feel isolated due to the individual approach taken by many financial tools,” said Eric Dunn, CEO of Quicken. “But when working towards financial freedom, collaboration can play a key role. Simplifi’s new sharing feature supports collaboration seamlessly, making it an even more effective tool for users to successfully conduct a healthy financial life.”
Quicken has helped over 20 million members track their budgets and grow their money for more than three decades. By enhancing Simplifi with new sharing capabilities, the company continues to expand its mission of providing users with solutions that promote collaboration and improve financial well-being. Key benefits of the share capability include:
- Shared finances: Users can manage their expenses and view their total net worth alongside their partner. Plus, users can add trusted finance professionals to help with tax preparation. For example, accountants can easily access their financial data, manage tax-related categories, and create reports.
- Easy installation: People added to an existing user account will create their own Simplifi login credentials at no additional cost.
Additional 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/simplified/.
About Quicken Inc.
Quicken is America’s #1 Selling Personal Finance Software For over 35 years, more than 20 million customers have relied on Quicken to help them take control of their finances. Quicken’s award-winning suite of personal finance software and apps – including Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, and Simplifi by Quicken – meet different financial needs and device preferences. Simplifi by Quicken, named “Best Budgeting App” by The New York Times Wirecutter, was added to Quicken’s suite of products 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 on Facebook, Twitter, LinkedIn, Youtubeand Reddit. Click on here to learn more about Simplifi by Quicken, and follow us on instagram, Facebookand ICT Tac. Simplifi is available for download at google play and the Apple App Store.
SOURCE Accelerate
