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Avery vs Quicken Simplifi

The Quicken Simplifi alternative that lives in your own Google Sheet

Quicken Simplifi is a tidy budgeting app — but it’s subscription-only, connects US and Canadian banks, and its CSV export is limited to one month at a time. Avery syncs your transactions straight into a Google Sheet you own and keep, with AI categorization.

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Avery running inside Google Sheets with a live financial dashboard

Connects to major US, UK & European banks

  • HSBCHSBC
  • BarclaysBarclays
  • LloydsLloyds
  • NatWestNatWest
  • SantanderSantander
  • RevolutRevolut
  • AIBAIB
  • NationwideNationwide
Comparison

Everything Quicken Simplifi does, and a lot more.

The same spreadsheet workflow — with smarter automation and wider bank coverage. See how Avery compares, feature by feature.

Avery
Quicken Simplifi
Your data lives in a Google Sheet you own
Free to start
Paid only
UK & European bank connections
US & Canada only
AI transaction categorization
Automatic rules
Customizable spreadsheet formulas & dashboards
Daily bank sync
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Free to try — your data stays in your own Google Sheet.

Features

3 reasons Avery is better thanQuicken Simplifi

• AI Categorization

Smart Sorting. While You Sleep.

Avery's AI automatically organizes and categorizes your transaction data based on your rules, keeping your budget updated without you lifting a finger.

  • Automated transaction tagging
  • Hands-free spending insights
Avery AI categorization view in Google Sheets

• Auto Update

Zero Manual Work.

Import every transaction across all your accounts with just two clicks, giving you an instant, accurate view of your finances going back two years.

  • Two-year historical retrieval
  • Multi-account transaction mapping
Avery dashboard view with financial charts

• Custom Rules

Set Your Rules. We'll Do The Rest.

Avery automatically categorizes your data and syncs your accounts daily while you sleep, so you stay updated without lifting a finger.

  • Custom categorization rules
  • Daily automated syncing
Avery custom rules and transactions screen
User Stories

What Our Users Say

Customer Note
GenYSolutions
As a software engineer, I value the flexibility to create my own charts and tables. The peace of mind knowing I own my data is critical.

GenYSolutions

FAQ

Frequently Asked Questions

Does Quicken Simplifi work with UK or European banks?
No. Simplifi connects only US and Canadian banks and supports USD and CAD. Avery connects UK, Irish, German, French, and Spanish banks via GoCardless alongside US banks via Plaid.
Can I get my Simplifi data into Google Sheets?
Only manually, and with limits — Simplifi exports CSV from the web one month at a time, dropping splits, tags, and notes. Avery syncs every transaction straight into a Google Sheet you own, with full history.
Is there a free version of Quicken Simplifi?
No. Simplifi is subscription-only at $5.99/month billed annually, with only a 30-day money-back guarantee. Avery is free to start, with paid plans from $9.99/month.
Do I own my financial data with Simplifi?
No — your data lives in Quicken’s cloud inside a closed app. With Avery, your transactions live in a Google Sheet in your own Drive that you fully control and keep even if you cancel.
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