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expiredRobberstea posted Dec 26, 2023 6:56 PM

Mint App Users: 1-Year Quicken Simplifi

Free

(New Simplifi Members)at Quicken.com
75.9K Views
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Deal Details
Quicken offers Mint Users: 1-Year Quicken Simplifi (new Simplifi Memberships) for Free.

Thanks to Community Member Robberstea for posting this deal.

Deal Details/Features:
  • You must import your Mint data within your first 90 days to extend your free plan from 3 months to a full year.
  • Import your Mint transaction history automatically when you switch to Quicken Simplifi.
  • No advertising or unexpected charges. What you see is what you get.
  • See where your money is going with automatic categorization, track bills & investments, and a whole lot more.

Editor's Notes

Written by StrawMan86 | Staff
  • To claim the offer of one free year, your Mint data must be imported within 3 months of sign-up date. Otherwise, free trial will default to 3 months.
  • Upon expiration of the trial period, whether 3 months or 12 months, the annual billing period will begin and the billing method on file will be charged at the then-current rates, unless you cancel your plan before the trial expires.
  • Offer good for new memberships and Quicken Simplifi only. Subscription billed annually.
  • Please refer to the original post and forum comments for additional details & discussion. -StrawMan86

Original Post

Written by Robberstea
Community Notes
About the Poster
Deal Details
Community Notes
About the Poster
Quicken offers Mint Users: 1-Year Quicken Simplifi (new Simplifi Memberships) for Free.

Thanks to Community Member Robberstea for posting this deal.

Deal Details/Features:
  • You must import your Mint data within your first 90 days to extend your free plan from 3 months to a full year.
  • Import your Mint transaction history automatically when you switch to Quicken Simplifi.
  • No advertising or unexpected charges. What you see is what you get.
  • See where your money is going with automatic categorization, track bills & investments, and a whole lot more.

Editor's Notes

Written by StrawMan86 | Staff
  • To claim the offer of one free year, your Mint data must be imported within 3 months of sign-up date. Otherwise, free trial will default to 3 months.
  • Upon expiration of the trial period, whether 3 months or 12 months, the annual billing period will begin and the billing method on file will be charged at the then-current rates, unless you cancel your plan before the trial expires.
  • Offer good for new memberships and Quicken Simplifi only. Subscription billed annually.
  • Please refer to the original post and forum comments for additional details & discussion. -StrawMan86

Original Post

Written by Robberstea

Community Voting

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+110
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190 Comments

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Dec 31, 2023 11:50 PM
34 Comments
Joined Aug 2006
Chew734Dec 31, 2023 11:50 PM
34 Comments

Our community has rated this post as helpful. If you agree, why not thank Chew734

Quote from umjs78 :
What;s the point of import data from mint? I saw youtube guide but can i just link account on new simplifi account? i get all transactions anyway?
Simplifi pulls in up to a year of historical data if you link an account. Many of us using Mint easily have 10+ years of data we don't want to lose.
1
Dec 31, 2023 11:50 PM
1.1K Comments
Joined Jun 2012
sdwindanseaDec 31, 2023 11:50 PM
1.1K Comments
I could never get Credit Karma to accept my information even though it was an exact match with my TransUnion details. Does Quicken allow you to manually add pending transactions like Mint did? I know Empower and Fidelity Trueview do not.
Dec 31, 2023 11:52 PM
179 Comments
Joined Dec 2011
thebroomsterDec 31, 2023 11:52 PM
179 Comments
I just did this. First you get 3 months trial. Then I uploaded data for 1 account on mint and my free trial extended to Dec 2024. Upload has to be done on a PC not mobile.
Pro
Dec 31, 2023 11:54 PM
994 Comments
Joined Dec 2005
user10101
Pro
Dec 31, 2023 11:54 PM
994 Comments
Quote from marvin_rock :
After learning of Mint's demise (I have data going back to 2009 ☹️), I tried YNAB, Monarch and Simplifi. I didn't try copilot because I have zero apple products and require at web browser version.

Was willing to pay for any of them, but ended up deciding on Simplifi as my final answer. Seemed to be the most direct version of Mint and just connected with my accounts better than Monarch did.

I wanted to like Monarch. Final decision point for Simplifi was that Quicken has been around WAY longer and I'm hoping for better long term interoperability with other financial tools I may use.
Awesome!!! a ton of people are in your same situation, well done on the comparison!
Jan 1, 2024 12:07 AM
40 Comments
Joined Jan 2010
stiletagJan 1, 2024 12:07 AM
40 Comments

Our community has rated this post as helpful. If you agree, why not thank stiletag

Quote from Chew734 :
Can anyone comment on how this compares to Monarch Money or Copilot?
I have went from Mint to Credit Karma. Tried Monarch and now I'm on to Copilot.

I liked Mint mainly for the quick snapshot of my accounts. It was simple and basic.

Credit Karma is free, but is much more focused on presenting affiliate offers (i.e If you click into the "Credit Cards" section, you're immediately presented with the "Offers for You" tab, vs going directly to your existing accounts) for loans and credit cards and it did not import any checking, savings, 401k, stocks, etc. because there is no place for it. If youre planning on converting to CK, screenshot your Mint accounts first so you can double check to make sure everything transferred. One cool feature was that it knew different credit card benefits that were included with the cards you have and recommended the best cards for purchases based on their respective rewards. After about a week or so I deleted my data and closed my account. Very minimal budgeting features compared to other apps. I'm not sure what type of consumer would benefit from CK; maybe those primarily or solely concerned about their credit score?

I tried Monarch for the free 1 month trial. I think they weren't anywhere near equipped for explosive growth with Mint shutting down. My experience was constant dropped bank/credit card/loan connections, lots of notifications and lots of customization for those who are hyper-budgeting and require extreme discipline in money management. I don't have time or enough care to micromanage my finances so it was not the solution I was looking for. I closed that account as well and didn't subscribe. Monarch would be good for those who need extreme discipline and really want to commit to micromanaging their expenses and budget… as long as they can deal with Monarch's growing pains.

I got Copilot set up a few nights ago and it is tremendously smoother than all other apps. It offers more connection sources than just Plaid (MX & Finicity) so I was able to import a 401k account that wasn't available on other apps. Monarch also offers this but, again, the connections kept dropping. It has the hyper-budgeting features that Monarch does and I like that I can vote on user-submitted recommendations for app improvement. It provides me the snapshot of accounts that I wanted.

Sticking with Copilot.
3
2
Jan 1, 2024 12:07 AM
289 Comments
Joined Dec 2013
Col_BJan 1, 2024 12:07 AM
289 Comments

Our community has rated this post as helpful. If you agree, why not thank Col_B

If you have a Fidelity account, check out Fidelity Full View. It's not quite Mint level of features (nothing is tbh) but it's pretty solid and free.
1
Jan 1, 2024 12:07 AM
4.3K Comments
Joined Dec 2007
OutragerJan 1, 2024 12:07 AM
4.3K Comments
I can't seem to get it to import.

I made a manual account. Selected it. Clicked the Import button. Uploaded my Mint CSV file.
But I keep getting this error: "An error occurred. Please try again."

Edit:
I think I figured it out. Since I already imported my Mint to Credit Karma I was only able to download a csv of ALL my transactions at once. I have to MANUALLY create a csv for each individual account. That's annoying.

Edit2:
Or maybe it's because I have 13,000+ transactions? I'll investigate that a little.
Last edited by Outrager December 31, 2023 at 04:19 PM.

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Jan 1, 2024 12:09 AM
55 Comments
Joined Oct 2005
infiltrateJan 1, 2024 12:09 AM
55 Comments
Quote from marvin_rock :
After learning of Mint's demise (I have data going back to 2009 ☹️), I tried YNAB, Monarch and Simplifi. I didn't try copilot because I have zero apple products and require at web browser version.

Was willing to pay for any of them, but ended up deciding on Simplifi as my final answer. Seemed to be the most direct version of Mint and just connected with my accounts better than Monarch did.

I wanted to like Monarch. Final decision point for Simplifi was that Quicken has been around WAY longer and I'm hoping for better long term interoperability with other financial tools I may use.
100% agree I also switched to quicken simplifi because it the closest to mint IMO.
Jan 1, 2024 12:10 AM
455 Comments
Joined Aug 2011
rajamahalJan 1, 2024 12:10 AM
455 Comments

Our community has rated this post as helpful. If you agree, why not thank rajamahal

Quote from stiletag :
I have went from Mint to Credit Karma. Tried Monarch and now I'm on to Copilot.

I liked Mint mainly for the quick snapshot of my accounts. It was simple and basic.

Credit Karma is free, but is much more focused on presenting affiliate offers (i.e If you click into the "Credit Cards" section, you're immediately presented with the "Offers for You" tab, vs going directly to your existing accounts) for loans and credit cards and it did not import any checking, savings, 401k, stocks, etc. because there is no place for it. If youre planning on converting to CK, screenshot your Mint accounts first so you can double check to make sure everything transferred. One cool feature was that it knew different credit card benefits that were included with the cards you have and recommended the best cards for purchases based on their respective rewards. After about a week or so I deleted my data and closed my account. Very minimal budgeting features compared to other apps. I'm not sure what type of consumer would benefit from CK; maybe those primarily or solely concerned about their credit score?

I tried Monarch for the free 1 month trial. I think they weren't anywhere near equipped for explosive growth with Mint shutting down. My experience was constant dropped bank/credit card/loan connections, lots of notifications and lots of customization for those who are hyper-budgeting and require extreme discipline in money management. I don't have time or enough care to micromanage my finances so it was not the solution I was looking for. I closed that account as well and didn't subscribe. Monarch would be good for those who need extreme discipline and really want to commit to micromanaging their expenses and budget… as long as they can deal with Monarch's growing pains.

I got Copilot set up a few nights ago and it is tremendously smoother than all other apps. It offers more connection sources than just Plaid (MX & Finicity) so I was able to import a 401k account that wasn't available on other apps. Monarch also offers this but, again, the connections kept dropping. It has the hyper-budgeting features that Monarch does and I like that I can vote on user-submitted recommendations for app improvement. It provides me the snapshot of accounts that I wanted.

Sticking with Copilot.
Copilot is Mac and iOS only FYI for others
5
Jan 1, 2024 12:12 AM
225 Comments
Joined Aug 2010
atl_dealhunterJan 1, 2024 12:12 AM
225 Comments
Quote from stiletag :
I have went from Mint to Credit Karma. Tried Monarch and now I'm on to Copilot.

I liked Mint mainly for the quick snapshot of my accounts. It was simple and basic.

Credit Karma is free, but is much more focused on presenting affiliate offers (i.e If you click into the "Credit Cards" section, you're immediately presented with the "Offers for You" tab, vs going directly to your existing accounts) for loans and credit cards and it did not import any checking, savings, 401k, stocks, etc. because there is no place for it. If youre planning on converting to CK, screenshot your Mint accounts first so you can double check to make sure everything transferred. One cool feature was that it knew different credit card benefits that were included with the cards you have and recommended the best cards for purchases based on their respective rewards. After about a week or so I deleted my data and closed my account. Very minimal budgeting features compared to other apps. I'm not sure what type of consumer would benefit from CK; maybe those primarily or solely concerned about their credit score?

I tried Monarch for the free 1 month trial. I think they weren't anywhere near equipped for explosive growth with Mint shutting down. My experience was constant dropped bank/credit card/loan connections, lots of notifications and lots of customization for those who are hyper-budgeting and require extreme discipline in money management. I don't have time or enough care to micromanage my finances so it was not the solution I was looking for. I closed that account as well and didn't subscribe. Monarch would be good for those who need extreme discipline and really want to commit to micromanaging their expenses and budget… as long as they can deal with Monarch's growing pains.

I got Copilot set up a few nights ago and it is tremendously smoother than all other apps. It offers more connection sources than just Plaid (MX & Finicity) so I was able to import a 401k account that wasn't available on other apps. Monarch also offers this but, again, the connections kept dropping. It has the hyper-budgeting features that Monarch does and I like that I can vote on user-submitted recommendations for app improvement. It provides me the snapshot of accounts that I wanted.

Sticking with Copilot.
Thanks for the detailed comparison. I'm trying Monarch for last two days and I like how much you can customize.
Only thing keeping me from trying CoPilot is it seems like brand new app which is less than 6 months old and I'm not sure how they will look in longer term.
Jan 1, 2024 12:19 AM
501 Comments
Joined Sep 2012
KekiNaniJan 1, 2024 12:19 AM
501 Comments
Quote from MerryCrown7505 :
quicken is ass, i'll never forgive them for killing mint
agreed, they're super pushy with ads and upsells on everything in their wheelhouse.
Jan 1, 2024 12:24 AM
3.5K Comments
Joined Dec 2005
TheKingofDealsJan 1, 2024 12:24 AM
3.5K Comments
Skip this go with Empower Personal its free appears to do everything Mint did at least from syncing and viewing all accounts/transactions.
Also as alternative Fidelity users get Full View which also tracks accounts and transactions.
Unfortunately no one seems to have everything Mint did and some of us just aren't willing to pay for this until someone puts out a solid product/site.
Last edited by TheKingofDeals December 31, 2023 at 04:29 PM.
Jan 1, 2024 12:31 AM
263 Comments
Joined Mar 2005
themrparkJan 1, 2024 12:31 AM
263 Comments
Quote from umjs78 :
What;s the point of import data from mint? I saw youtube guide but can i just link account on new simplifi account? i get all transactions anyway?
doing so gets you the extended 1 year of trial free, otherwise your free trial ends in 3 months
1
Jan 1, 2024 12:39 AM
377 Comments
Joined Oct 2008
slickdude99Jan 1, 2024 12:39 AM
377 Comments
Too bad I already deleted my data and account on Mint
2

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Jan 1, 2024 12:41 AM
288 Comments
Joined Nov 2013
NotAnotherRebateJan 1, 2024 12:41 AM
288 Comments
Quote from Col_B :
If you have a Fidelity account, check out Fidelity Full View. It's not quite Mint level of features (nothing is tbh) but it's pretty solid and free.
Yeah, I'm now using Full View. It looks like Fidelity is investing time and effort in developing it.

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