Full review of Simplifi, an app that's useful not only for personal finance & budgeting, but also for keeping track of all your credit card, brokerage, and bank account churns in one place.

  • 0:00 - Why use Simplifi
  • 2:55 - How Simplifi works
  • 4:22 - Simplifi vs Mint
  • 5:39 - Simplifi vs YNAB
  • 8:57 - Simplifi vs Personal Capital
  • 10:14 - Using Simplifi for churning
  • 21:48 - Simplifi quirks

Show Notes

They probably didn't expect churners to sync 100+ accounts... 👀

⭐️ Tips

  • Move your cursor around the Simplifi landing page (like you're trying to close the window) to trigger their exit popup, which will give you an additional discount on the Simplifi annual subscription
  • Use a naming convention for your accounts to stay organized, like Person - Account Type - Bank - Account Name - Last 4, so for example: P2 - Business - Chase - Ink Cash - 1234