Simplifi now makes it secure and easy to share monetary info with trusted sources, resembling your accomplice, household, and monetary professionals.
MENLO PARK, Calif., Feb. 1, 2023 /PRNewswire/ — Quicken Inc. (“Quicken”), maker of America’s best-selling private finance software program, launched a brand new characteristic for its award profitable private finance app, making it easy and secure for customers to share their monetary info – together with their Simplifi Dashboards, Watchlists, Saving Goals, and extra – with trusted events and family members to raised align budgeting plans, whereas growing monetary transparency to attain objectives.
The new performance is an effective way for customers to share their funds in real-time with a partner/important different, accountant, and household – all with out sharing private login credentials.
- Partners: Sharing monetary info can empower these in relationships to collaborate round their funds and plan their monetary journey collectively – as a staff. By sharing their funds, companions can higher align on their close to and long-term plans and attain their shared budgeting and financial savings objectives extra successfully.
- Family: Users can add their dad and mom, kids, or different relations to their Simplifi subscription. For dad and mom, the power to view their kids’s monetary information can improve collaboration and the event of wholesome monetary habits. Alternatively, customers may help observe and handle the funds of their relations, resembling getting older dad and mom, in real-time.
- Financial advisors: Users can present accountants entry to assist handle their tax-related classes, and create reviews to make sure tax-season is fast and painless. Users can even add their monetary planners to extra simply collaborate year-round on budgets, saving plans, and long-term monetary objectives.
“When it involves monetary planning, customers can really feel remoted because of the individual-based method many monetary instruments take,” stated Eric Dunn, chief govt officer of Quicken. “But when working in direction of monetary freedom, collaboration can play a key position. Simplifi’s new sharing characteristic seamlessly helps collaboration, making it an much more efficient device for customers to reach residing a wholesome monetary life.”
Quicken has helped over 20 million members observe their budgets and develop their cash for over three a long time. By enhancing Simplifi with new sharing capabilities, the corporate continues to develop its mission by offering customers with options that foster collaboration and enhance monetary well-being. Key advantages of the sharing functionality embody:
- Shared funds: Users can handle spending and examine their complete web value alongside their accomplice. Additionally, customers can add trusted monetary professionals to assist make tax preparation straightforward. For instance, accountants can simply entry their monetary information, handle tax-related classes, and create reviews.
- Easy arrange: Those added to an current customers’ account will create their very own Simplifi login credentials – at no further price.
About Quicken Inc.
Quicken is the best-selling private finance software program within the U.S. For over 35 years, greater than 20 million clients have relied on Quicken to assist them take management of their funds. Quicken’s award-winning suite of private finance software program and apps — together with Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business, and Simplifi by Quicken — cater to completely different monetary wants and gadget preferences. Simplifi by Quicken, named the “finest budgeting app” by The New York Times Wirecutter, was added to the Quicken product suite in 2020. Simplifi, an internet and cellular app, is designed to assist a brand new technology of digital natives simply keep on high of their funds.
Learn extra about Quicken here and observe us on Facebook, Twitter, LinkedIn, YouTube, and Reddit. Click here to study extra about Simplifi by Quicken, and observe us on Instagram, Facebook, and TikTok. Simplifi is out there for obtain on Google Play and the Apple App Store.