How to Make Simplifi on Mac? Step-by-Step Guide

Simplifi by Quicken is a personal finance application that helps you to manage your money, track expenses, and complete your financial goals. While simplifi does not have a dedicated application on MacBook, you can still use simplifi on MacBook using a web browser.

In this blog, we will guide you on how to use Simplifi on MacBook and how to make Simplifi on Mac.

How to Make Simplifi on Mac

Access Simplifi on Mac

Simplifi is a personal finance application on the App Store. But you can also use the web version of the application on a MacBook. Follow these steps to access simplifi on MacBook:

1. Open your web browser on MacBook
2. Go to the Simplifi website:
3. Sign in to your Simplifi account or create one by clicking the “Sign Up” button if you are a new user.

Setting Up Simplifi Account

After signing up, you need to set up your Simplifi account by linking your financial account, customizing categories, and setting up your financial goals.

Also Read : How to use Freeform on iPhone, iPad, and Mac

Steps to set up Simplifi on Mac:

Add financial accounts:

• On the website’s dashboard, click on the “Add Account” button.
• Choose your bank from the supported bank’s list. You can also add credit cards.
• Use your login credentials and follow the generated prompts to securely connect your accounts.

Customize categories:

• Simpilifi on Mac automatically organizes all transactions, and you can also customize categories according to your spending.
• To edit or create a new category, go to the “settings” menu.

Set financial goals:

• On Simplifi you can set your financial goals using the goal-setting feature.
• You can set goals like big expenses, debt repayment, or saving targets.
• You can monitor your progress over time and adjust your goals.

Features of Simplifi on Mac

Simplifi is equipped with solid features, which makes it an excellent choice among financial management apps. Here are some key features of Simplifi:

Spending Tracker

Get insights into your spending habits with the help of Simpilifi’s spending tracker. You can optimize your budget, view spending trends, and also identify unnecessary expenses.

Budgeting Tool

With Simplifi’s budgeting tool, you can create your personalized budget according to your preference. You can set spending limits for categories and track your progress over the month.

Custom Alerts

Get custom alerts and notifications for account balances, upcoming bills, and unusual transactions to stay updated on your finances. You can enable notifications in the settings.

Reports and Analytics

You can generate detailed reports on Simplifi to track your finances over time. You can use these reports to analyze and make the right decisions on money management.

How to make Simplifi on Mac

Simplifi does not have a dedicated MacBook application, but you can create a shortcut to use Simplifi on Mac. Here’s how to make Simplifi on Mac:

Steps to make Simplifi shortcut on Mac:

1. Using Safari:

• Open the Simplifi website on Safari and click on the “share” icon in the toolbar.
• Now select “Add to Dock” or “Add to Home Screen” to create a shortcut of Simplifi on Mac.

2. Using Google Chrome:

• Open Simplifi in Google Chrome
• On the upper right corner, click on the 3 dots, go to “More Tools” and then “Create Shortcut”

3. Using Third-party App:

• Apps like Fluid or Unite can help you by turning Simplifi into an application on your MacBook.

Follow these three steps to make Simplifi on MacBook, which you can access directly from your Mac’s dock or desktop. Making financial management even more efficient.

How to sync Simplifi on multiple devices?

You can sync your Simplifi account on multiple devices. Syncing your data into Simplifi’s mobile application makes sure you stay connected to personal finances wherever you go.

How to sync Simplifi on Mobile App:

• Open the App Store on your iPhone.
• Search “Simplifi by Quicken” and install the application.
• Log in with your Mac’s Simplifi account.
• Simplifi automatically syncs your data, and any updates made on the application will reflect on your Mac and vice versa.

Why Use Simplifi on MacBook?

Simplifi gives multiple advantages to its users to properly optimize their financial management:

• User-friendly interface: Simplifi’s clean and user-friendly UI makes financial data management smooth and easy.
• Real-Time Syncing: By syncing your data across multiple devices, you can access your finances anytime, anywhere.
• Customizations: Simplifi gives its users customization options to design the features of the platform according to their specific needs and goals.

Also Read : How to get emoji on Mac: 7 Best Ways

Conclusion

Simpilifi by Quicken is a great application to manage your finances effectively. In this blog, we discussed Similifi in-depth and provided steps on how to make Similifi on Mac.

With an easy account setup process, useful features, and real-time syncing across multiple devices, it makes Simplifi the perfect choice for beginners who want to manage their finances.