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expired Posted by Robberstea • Dec 26, 2023
expired Posted by Robberstea • Dec 26, 2023

Mint App Users: 1-Year Quicken Simplifi

(New Simplifi Members)

Free

Quicken.com
191 Comments 73,841 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

Deal Score
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Top Comments

rajamahal
445 Posts
54 Reputation
Copilot is Mac and iOS only FYI for others
stiletag
39 Posts
22 Reputation
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.
sidewinder33625
1533 Posts
375 Reputation
quicken is $50/yr after the free first year so i didn't even bother with it since i'm not interested in paying for what was "free". i thought about going with fidelity full view but it only keeps 2 yrs of rolling transaction history.

empower is the closest i've found to mint that is free with no limit on transaction history. it doesn't import history but i can always refer to mint csv file if i need to. only concern is how long before it also becomes a fee-based service with proliferation of fees these days.

for those that have sofi, relay is another option but doesn't support fidelity as they use plaid.

190 Comments

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Pro
Jan 1, 2024
49 Posts
Joined Mar 2016
Jan 1, 2024
NewUser18
Pro
Jan 1, 2024
49 Posts
I moved to Monarch as well. This has better integration with the financial institutions and comparable in features to Mint.
Jan 1, 2024
709 Posts
Joined May 2017
Jan 1, 2024
NAMP_Compliance
Jan 1, 2024
709 Posts
I've been switching to empower
Jan 1, 2024
1,533 Posts
Joined Nov 2006
Jan 1, 2024
sidewinder33625
Jan 1, 2024
1,533 Posts

Our community has rated this post as helpful. If you agree, why not thank sidewinder33625

quicken is $50/yr after the free first year so i didn't even bother with it since i'm not interested in paying for what was "free". i thought about going with fidelity full view but it only keeps 2 yrs of rolling transaction history.

empower is the closest i've found to mint that is free with no limit on transaction history. it doesn't import history but i can always refer to mint csv file if i need to. only concern is how long before it also becomes a fee-based service with proliferation of fees these days.

for those that have sofi, relay is another option but doesn't support fidelity as they use plaid.
3
Jan 1, 2024
173 Posts
Joined Nov 2006
Jan 1, 2024
taureanx
Jan 1, 2024
173 Posts
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.
This sounded like a solution for me until I went to add my second of like 25 accounts and it didn't recognize the bank existed (popular military bank). Will be testing Copilot next based on reviews here and elsewhere.
Jan 1, 2024
225 Posts
Joined Jul 2008
Jan 1, 2024
owlsper
Jan 1, 2024
225 Posts
I switched to Empower. My only complaint is that you can't edit the date of transactions. Other than that, it's certainly a reasonable (free) alternative to Mint. Recommended.
Jan 1, 2024
5 Posts
Joined Sep 2023
Jan 1, 2024
TenderLeopard702
Jan 1, 2024
5 Posts
Quote from havahava :
I had found a comparison of these tools and sharing with you all
https://docs.google.com/spreadshe...1015579541 [google.com]
This is great. Thanks for Sharing!
Jan 1, 2024
784 Posts
Joined Sep 2006
Jan 1, 2024
NashAttack
Jan 1, 2024
784 Posts
I wouldn't mind paying for a tool if it supports all my banking institutions and they won't sell my data. That's my gripe with Empower is they use it to sell you financial management services.

FWIW first impressions of Quicken aren't great. Missing several of my financial institutions and getting connection errors on a couple it claims to support.

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Jan 1, 2024
5 Posts
Joined Sep 2023
Jan 1, 2024
TenderLeopard702
Jan 1, 2024
5 Posts
Quote from owlsper :
I switched to Empower. My only complaint is that you can't edit the date of transactions. Other than that, it's certainly a reasonable (free) alternative to Mint. Recommended.
This probably my solution since it's free and checks off most boxes. Plus I have trouble trusting every new kid on the block.
Pro
Jan 1, 2024
580 Posts
Joined Mar 2014
Jan 1, 2024
pfluger
Pro
Jan 1, 2024
580 Posts
Is there any app/service that integrates with Amazon to sync Amazon orders to CC transactions?

I tried Copilot for Mac, which is supposed to do that, but it didn't work very well. Also too expensive and I wasn't a fan of the UI.
Jan 1, 2024
5,973 Posts
Joined Apr 2008
Jan 1, 2024
stasis
Jan 1, 2024
5,973 Posts
I had Mint for couple of years. Just deleted it and am now tracking my net worth using Google Sheets Smilie
Jan 1, 2024
1,089 Posts
Joined Nov 2009
Jan 1, 2024
velocirapt0r
Jan 1, 2024
1,089 Posts
Monarch is the best
1
Jan 1, 2024
26,290 Posts
Joined May 2006
Jan 1, 2024
namlook
Jan 1, 2024
26,290 Posts
Quote from luckygecko :
I created a Mint account, made an account called cash with one transaction, imported the CSV It gave me the free year.
Code:
Date    Description    Original Description    Amount    Transaction Type    Category    Account Name    Labels    Notes
12/31/2023    cash    cash    1    debit    Cash    Cash
Some .csv file that looks like this imported as MINT type should work. You will have to line up the fields. Labels and Notes are blank underneath.
Thanks. This worked. I had a mint account and set up Simplifi for myself by importing my data and then I also set up a year of Simplifi for my wife by using this Cash transaction CSV.
Last edited by namlook January 1, 2024 at 03:01 AM.
Jan 1, 2024
748 Posts
Joined Jul 2009
Jan 1, 2024
qdoba
Jan 1, 2024
748 Posts
PocketGuard offers one time lifetime purchase as well.
Jan 1, 2024
315 Posts
Joined Sep 2012
Jan 1, 2024
BondTrader
Jan 1, 2024
315 Posts
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.
Just use nerdwallet

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Jan 1, 2024
315 Posts
Joined Sep 2012
Jan 1, 2024
BondTrader
Jan 1, 2024
315 Posts
Quote from pfluger :
Is there any app/service that integrates with Amazon to sync Amazon orders to CC transactions?

I tried Copilot for Mac, which is supposed to do that, but it didn't work very well. Also too expensive and I wasn't a fan of the UI.
If you purchased with a credit card, it'll just be a transaction on nerdwallet or any other service you use.

Chase links the transaction to the order if you use their cards.

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