Simplifi: Budget App & Planner is a money management app that helps you track spending, create budgets, and plan for bills and expenses all in one place. They offer an annual subscription to use the app, and there's no free trial but a 30-day money-back guarantee if you change your mind. You might see billing from them because of this yearly subscription fee, which you can cancel anytime if you want. Even if you cancel, your data stays saved so you can easily start using it again later if you subscribe.
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The cancellation process is straightforward with clear step-by-step instructions available depending on the sign-up platform (website, Apple App Store, or Google Play Store). It involves just a few clicks in the user account or device settings, making it very easy for consumers to cancel the subscription.
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minutes to cancel a Simplifi: Budget App & Planner subscription.
How to Cancel Simplifi: Budget App & Planner: Step by Step
If you purchased through quiken.com:
- Go to the My Account page.
- Sign in using your Quicken ID.
- Locate your Simplifi subscription under the subscription section.
- Click on the option to Cancel Subscription.
- Follow the prompts to complete the cancellation process.
If you purchased through Apple App Store:
- Open the Settings app on your iPhone or iPad.
- Tap on your name at the top of the screen.
- Select Subscriptions.
- Find and select the Simplifi Subscription.
- Tap on Cancel Subscription and confirm your cancellation.
If you purchased through Google Play Store:
- Open the Google Play Store app on your Android device.
- Tap on the profile icon in the top right corner.
- Select Payments & subscriptions.
- Tap on Subscriptions.
- Find the Simplifi Subscription and tap on it.
- Tap Cancel subscription and follow the prompts to confirm.
Tips & Tricks for Canceling Simplifi: Budget App & Planner
- Be prepared to spend time: Cancellation and refund processes can take anywhere from 30 minutes to several days, so allocate enough time to complete it.
- Know your sign-up method: The refund process differs if you signed up directly via Simplifi or through Apple App Store/Google Play Store; using app stores may simplify refunds.
- Use the virtual assistant: Initiate cancellation through the Simplifi virtual assistant for a quick start, but expect confirmation and refunds to take 1-2 days.
- Follow up diligently: Even after cancellation, you may need to chat with customer support multiple times to confirm refund processing.
- Contact customer support directly: For issues with early charges or refunds, reach out via chat or phone to ensure resolution.
- Negotiate for discounts post-cancellation: If you are considering rejoining, call or chat with support to request a discount, especially within a day of cancellation.
- Try to re-subscribe as a "new customer": Some users bypass price increases by pretending to be new customers and logging in to claim discounted renewal rates.
- Timing matters: Cancel before the free trial ends to avoid charges, but also know that refunds may take a few days to appear.
Simplifi: Budget App & Planner Customer Service Info
If you need assistance, here's how you can get in touch with Simplifi: Budget App & Planner's support team.
Cancel Simplifi: Budget App & Planner Script
Script
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Hello,
I hope this message finds you well. I would like to request the cancellation of my subscription to Simplifi: Budget App & Planner. I have found that, despite its many features, it no longer meets my budgeting needs as I had initially hoped.
I would appreciate your assistance in processing this request and confirming the cancellation at your earliest convenience.
Thank you for your support!
Best regards,
Frequently Asked Questions
Simplifi: Budget App & Planner's subscription cancellation policy varies based on the sign-up platform. Cancelling stops auto-renewal but allows continued access until the subscription end date, while requesting a refund within 30 days immediately revokes access and issues a full refund. Cancellation and refund processes differ if purchased directly, via Apple App Store, or Google Play Store, with refunds through Apple or Google Play at their discretion.
If you subscribed to Simplifi: Budget App & Planner directly through their website, you will need your password to sign in at quicken.com/my-account to cancel your subscription. If you don't remember your password, you can reset it here: https://prod-portal.simplifipay.com/simplifi-webapp/forgot-password. For subscriptions made through Apple App Store or Google Play Store, cancellation is managed through those platforms using your Apple ID or Google account credentials, so the password needed is for those accounts respectively. Essentially, yes, a password is needed either for the Simplifi account or the app store account to cancel your subscription.
- Persistent connection issues with financial institutions, especially Fidelity Investments, making the app unusable for those relying on those accounts.
- Long-standing bugs and errors related to Fidelity accounts not being resolved for months, causing frustration.
- Poor customer support with no updates or clear resolution timelines for ongoing issues.
- Subscription charges occurring despite cancellation or after the free trial period without immediate refund.
- Limited support for specific account types, such as Alight 401k not supported.
- Concerns over privacy as some users reported the app continuing to access bank accounts even after cancellation.
- Users feeling the app does not meet their budgeting needs or comparing it unfavorably to alternatives like Mint.
- Frustration with the auto-renewal and cancellation process being confusing or cumbersome.
Simplifi Budget App offers a 30-day money-back satisfaction guarantee from the date of your purchase or subscription auto-renewal, with no lock-ins or early cancellation fees. You can cancel your subscription anytime, but if you cancel auto-renewal, you will still have access for the remainder of the subscription term. Be aware that if you purchased through third-party stores (Google Play, Apple App Store), different cancellation terms may apply, and refunds might take a few days to process depending on your payment method.
Before cancelling your Simplifi Budget App & Planner subscription, know that cancellation stops the auto-renewal but allows access to your data until the subscription end date. After the subscription expires, you will lose access to all the app features and your financial data on Simplifi. If you request a refund within 30 days of purchase, access is immediately revoked and the subscription ends right away, meaning you cannot view or adjust your data any longer. It's important to consider that cancelling also means losing access to budgeting tools, account aggregation, and transaction tracking that the app provides.
- Account login credentials (username and/or email address associated with your Simplifi account)
- Access to your sign-up method (Simplifi website, Apple App Store, or Google Play Store)
- Proof of subscription or account creation date (especially if requesting a refund within 30 days)
- Subscription details (type of subscription/membership you hold)
- Explicit request to cancel (state your intention to cancel and, optionally, request a refund)
- Device access (in case cancellation needs to be managed directly via your mobile device or app store account)
- Contact method for support (email, support chat, online community, or app store support tools)
- Reason for cancellation (optional in some cases, but may be asked for feedback)
We've actually written a step by step guide on how to get a refund from Simplifi: Budget App & Planner. Check it out!
The Easiest Way to Cancel Simplifi: Budget App & Planner
If you’re frustrated trying to cancel your subscription, membership, or bill from Simplifi: Budget App & Planner—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we’ll take care of the rest.
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Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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