Simplifi for Churners: Keeping Better Track of Your Money

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... 👀

🔗 Links

Simplifi - direct link | wirecutter review
Mint - direct link
You Need A Budget (YNAB) - direct link
Personal Capital - direct link

⭐️ 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