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Comparison

Modern simplicity. Free to start. Simplifi costs $72/year from day one. Warm starts free.

Simplifi lives up to its name with a clean interface and straightforward features. But there's no free tier to try it out. Warm offers a similar experience with a free tier to get started.

Simplifi by Quicken Pain Points

  • No free tier - $72/year commitment upfront
  • Owned by Quicken - uncertain long-term direction
  • Limited investment tracking
  • No crypto support

How Warm Helps

  • Free tier with CSV import - try everything first
  • Independent team focused solely on Warm
  • Investment account balance tracking included
  • Crypto tracking built in

Why Choose Warm Over Simplifi

Key advantages that make the difference

1

Free tier available - no upfront commitment

2

Same Plus price ($71.88/year) with more flexibility

3

Crypto and investment balance tracking (Pro)

4

Merchant-level budgets for granular control (Pro)

What Makes Warm Different

A calmer approach to personal finance

Free tier with CSV import - Simplifi requires payment from day one

Crypto tracking for 200+ coins with real-time prices (Pro)

Financial health score shows overall wellness (all plans)

Spending anomaly alerts detect unusual charges (all plans)

Warm is Best For People Who...

Honest assessment: is Warm right for you?

People who want to try before committing financially

Users interested in crypto portfolio tracking

Those who prefer independent, focused apps

Anyone seeking investment tracking without complexity

Feature Comparison

badge 13 Warm leads in 11+ features
Feature
Warm
from $0
Simplifi $72/yr
Pricing & Value
Free tier available Unique
Starts under $60/year
No account limits
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Transparent pricing
Platform Availability
iOS app
Android app
Web app
Account Management
Bank sync via Plaid
CSV & OFX import
Manual transactions
Auto-categorization
Smart transaction tags
Budgeting
Category budgets
Merchant-level budgets Unique
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Savings goals
Goal account linking
Bills & Subscriptions
Recurring detection
Bill calendar
Bill reminders
Cancel link library Unique
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Wealth & Assets
Net worth tracking
Investment tracking
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Crypto tracking
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Manual asset tracking
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Analytics & Insights
Spending by category
Spending by merchant
Cash flow analysis
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Financial health score Unique
Spending anomaly alerts Unique
Advanced Features
Transaction enrichment
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Cash flow forecasting
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Household sharing
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Reports & export
AI financial assistant
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Included
Plus ($5.99/mo)
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Pro ($24.99/mo)
Not available

Common Questions

Does Warm have a free tier unlike Simplifi?

Yes. Warm offers a free forever tier with CSV/OFX import, manual transactions, spending anomaly alerts, and a financial health score. Simplifi requires a $72/year commitment from day one.

How does Warm pricing compare to Simplifi?

Warm Plus ($5.99/mo, $71.88/year) is essentially the same price as Simplifi ($72/year), but Warm's free tier lets you try everything with CSV import first. You only pay when you want bank sync.

Can Warm track crypto unlike Simplifi?

Yes. Warm Pro includes crypto portfolio tracking for 200+ coins with hourly price updates from CoinGecko. Simplifi does not support cryptocurrency tracking.

Does Warm track investments like Simplifi?

Yes. Warm Pro includes investment tracking with holdings, balances, and gain/loss percentages. Warm uses the same Plaid integration for investment accounts that Simplifi uses.

Is Warm more stable long-term than Simplifi?

Simplifi is owned by Quicken, which has changed ownership multiple times. Warm is built by an independent team focused solely on this product. While we can't predict the future, our sustainable subscription model is designed for longevity.

Ready to feel calm about money?

See why users are switching from Simplifi by Quicken.

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