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Net Worth $16,531.54
Accounts © Add : Savings goals $958.00 Available $15,573.54
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(15 Net Worth $16,531.54
N Bills & Payments ~
5¢ < Banking $9,681.49
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WISE 9.681.49 . . . .
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— Savings Goals $958.00 +$1,000.00 +$45.10 +$71.00 $89.00 $
I'___| Available Balance $8,723.49 B wise B wise B wise B wise =
‘Q
® ~ Investments $5,850.05
~ Retirement $5,850.05
[ IRA $5,850.05 Transaction Activity O S eSS Y o ¢+ ©
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A ~ Assets $1,000.00
Account Date StatusV  Payee Category Tags Amount *
v Real Estate $1,000.00
February 2024
REITs $1,000.00
WISE Feb 5, 2024 Fancy Bar Out Uncatego.. +15.00
Liabilities
+ Liability account WISE Feb 5, 2024 Fancy Bar Out Bars Birthday 420.00
WISE Feb 5, 2024 Fancy Dinner... Bars 194.00
& WISE M Feb5, 2024 Potato Corner Uncatego.. [UJ 4470
3 WISE Feb 4, 2024 Indie Coffee .. Coffee Sh... Snack 6.19
@ WISE Feb 4, 2024 Employment Paycheck +1,000.00
Q WISE Feb 3, 2024 Employment Bonus +5,000.00
WISE Feb 2, 2024 GIVEASIA Charity & ... 30.00
WISE Feb 1, 2024 Stickies Bars 15.00
DrCITA Al N"AANDA (Yo mvmrvmd DAl Dalame~~ A . NalalaNatTal ™/ 7L
|. Bills & Payments
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& s M T W T F s
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28 29 30 31 P 2 3
® Income Expenses Net
+$4,545.10 $982.70 $3,562.40
p2 4 6 7 8 9 10
A 1 12 13 14 15 16 17
Reminders By Due date ~ O O O O
18 19 20 21 22 23 24
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Income WISE +$1,000.00
c on Feb 12 Checking B
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|Spendin Plan Planned Spending
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s Net Worth $16,531.54 Phone = Rent =
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s Available out of $18.00 out of $1,000.00
v Cash & Checking $9,681.49 ($271.53 per day)
— WISE $9,681.49
B Savings Goals $958.00 @ Planned spending
CQ @ Other spending
Available Balance $8,723.49 @ Available
®
~ Investments $5,850.05
(a4 ~ Retirement $5,850.05
A IRA $5,850.05 $679.89 Spent Bills & Payments N
from Friday - Today
- Assets $1.000.00 . on Feb 12 : . onFeb 15 :
Fancy Bar Out +$15.00
~ Real Estate $1.000.00 Uncategorized Feb5 Income Fitness First
REITs $1,000.00 +$1,000.00 +$71.00
Potato Corner $44.70
Liabilities Uncategorized Febl5 . on Feb 15 : . on Feb 16 :
+ Liability account i
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C BRI e s +$45.10 $89.00
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@ Bars EBNIG See All Bills & Payments
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= ~ Cash & Checking $9.681.49 ( Dining & Drin.. @ Charity & Do.. @ Uncategoriz..
WISE $9.681.49 $ 635.19 $ 30.00 $29.70
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B * Retirement $5,850.05 Sa\“ngs Goals >
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v Real Estate $1,000.00
18% 1%
Liabilities $450.00 saved so far $550.00 saved so far
+ Liability account
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C Contributed this month Left to save Contributed this month Left to save
by
®
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8 MONTH YEAR TO DATE 8 MONTH YEAR TO DATE
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= Spending Income
Last 6 Months Last 6 Months
s2 Net Worth $16,531.54
< $2,500 $7,000
~ Banking $9,681.49 $2,000 $6,000
$5,000
~ Cash & Checking $9,681.49 $1,500
$4,000
WISE $9,681.49 $1,000
$3,000
B Savings Goals $958.00 $500 . . 62,000
Available Balance 8,723.49 $0
$ - $1,000
® $-500 $0
* Investments $5,850.05 Sep 2023 Oct2023 Nov2023 Dec2023 Jan2024 Feb 2024 Sep 2023 Oct2023 Nov2023 Dec2023 Jan2024 Feb 2024
(a4 ~ Retirement $5,850.05
A IRA $5,850.05
i Updated Feb 02, 2024 « 6:55 PM ET
PV <11000.00 Achievements Collected 4/24 Investments
Total value/Daily change
- Real Estate $1,000.00 Recently earned _
& 2 . & Globus Medical Inc $2,073.20
REITs $1,000.00 @ @ @ @ GMED - 40 shares -$26.00 (-1.24%)
Liabilities U next Alphabet CI A $2,847.60
+ Liability account p GOOGL - 20 shares +$24.40 (+0.86%)
c 2 Weeks in a Row i Didn't Overspend 1...
G
Current streak: 1 week Current streak: 0 month Apple Inc 3929'25
AAPL - 5 shares -$5.05 (-0.54%)
b3 1 Goal Completed Everything Paid 1 ...
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Closed Completed Discussion by Tony4x4 Last Updated: May 13, 2022 Home > Product Feedback > Report Missing Financial Institution
Please add BBVA Banking to the list of banks. You already have other BBVA Institutions, so why not BBVA? https://www.bbvausa.com/
Author
& Banking calculations need fixing Select...
Closed Discussion by Dubbsix Last Updated: Feb 3, 2023 Home > Product Feedback » Feedback 2 results
. . . . N . . . . L . . . . . Date Updated
...Banking widget provides misleading information by including credit card balances in its calculation. Since credit card debt is always negative, there Up
is a chance the widget will report a negative From dd/mm/yyyy (]
(® Incorrect Truist online banking logo To dd/mm/yyyyQ
Closed Discussion by datlanta Last Updated: Jan 10, 2023 Home » Using Simplifi > Adding and Updating Accounts
Can you update the Truist online banking logo? It displays the BBT logo. Filter
(@ Unable to connect to Varo Banking
Closed Discussion by Scrapmane Last Updated: Dec 7, 2022 Home > Using Simplifi > Adding and Updating Accounts
My name is Tremond [removed - privacy] | have been with Varo banking for a long time now | am switching to regions bank but all my info an job
income is in varo but | can't find to connect. [removed screenshots for privacy]...
I use Quicken product for ages and have a question about online banking bill payments (edited)
) BestBuy Credi... | [] CostcoVisa20.. ¢
o et Closed Discussion by adriatic Last Updated: Jan 17, 2024 Home > Using Simplifi > Managing Your Transactions
R P using Simplify connected to my bank (Key.com) to get a better understanding of where my money goes. | have several payees
@ enimeen maintained in my online banking bill payments, where the payee has the...
& Dashboard Banking should merge Checking and Savings, break out credit card balances
Closed Discussion by dougfresh Last Updated: Dec 21, 2023 Home > Product Feedback > Feedback 2 results
| find it frustrating how the Simplifii dashboard displays accounts under banking in the following order: Cash & Checking Credit Savings There should
be an option to customize this view. | would...
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Q" Baselane Banking From dd/mm/yyyy
Active  Discussion by zoperkin Last Updated: Jan 14, 2024 Home > Product Feedback » Report Missing Financial Institution
Hello, | would like to submit a request for to add Baselane Banking as an option to sync with Quicken. Thanks, -Zach To dd/mm/yyyy &
Q" Varo Banking Filter
In Review Discussion by bcolvin770 Last Updated: Dec 4, 2021 Home > Product Feedback > Report Missing Financial Institution
Requesting that Varo Banking (https://www.varomoney.com/) be added.
‘0" Revolut banking
Active  Discussion by mattk Last Updated: Jan 9, 2021 Home > Product Feedback > Report Missing Financial Institution 2 results
Hi, With Simple Bank shutting down, | started looking into alternative online-first banks & settled on Revolut for my banking (checking & savings).
Could you add Revolut as an option to the app?...
&  Current Online Banking Issues
Category 0 sub-categories 33 discussions
Here, you'll find all of the known issues related to Online Banking and Simplifi. Note: Community Alerts are for informational purposes only and are
therefore c...
‘0" BBVA Banking
Closed Completed Discussion by Tony4x4 Last Updated: May 13, 2022 Home > Product Feedback > Report Missing Financial Institution
Please add BBVA Banking to the list of banks. You already have other BBVA Institutions, so why not BBVA? https://www.bbvausa.com/
& Banking calculations need fixing
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[ ———
Accounts © Add .
iz Spending Income
Last 6 Months Last 6 Months
s2 Net Worth $16,531.54
< $2,500 $7,000
~ Banking $9,681.49 $2,000 $6,000
$5,000
~ Cash & Checking $9,681.49 $1,500
$4,000
WISE $9,681.49 $1,000
$3,000
B Savings Goals $958.00 $500 . . 62,000
Available Balance 8,723.49 $0
$ - $1,000
® $-500 $0
~ Investments $5,850.05 Sep 2023 Oct 2023 Nov 2023 Dec 2023 Jan 2024 Feb 2024 Sep 2023 Oct2023 Nov 2023 Dec 2023 Jan 2024 Feb 2024
a4 ~ Retirement $5,850.05
A IRA $5,850.05
i Updated Feb 02, 2024 - 6:55 PM ET
. Assets $1.000.00 Achievements Collected 4/24 Investments
Total value/Daily change
~ Real Estate $1,000.00 Recently earned
o P o\ Globus Medical Inc $2,073.20
REITs $1.000.00 @ GMED - 40 shares -$26.00 (-1.24%)
Liabilities Ub next Alphabet CI A $2,847.60
+ Liability account p GOOGL - 20 shares +$24.40 (+0.86%)
c 2 Weeks in a Row 7 Didn't Overspend 1...
O
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Goals

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Landing page

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Searching investment research tool

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Home > Investing
Stock Quotes and Investment Research - Quicken®
Investing Center
Investing Center Preview -
Manage your investments and
watch your net worth grow.
Quotes and Research
Quicken's Money Guide now brings you more than just the latest stock price. Review historical stock prices, assess industry relative
performance, and browse latest company headlines. Quicken's One-Click Scorecard puts analyst insight at your fingertips. Start by typing a
symbol or part of the company name in this form to begin your search.
SYMBOL COMPANY NAME EXCHANGE COUNTRY
VSE:AIS A.LS Resources Ltd TSXV Canada
NEX:ASLH Ashanti Sankofa Inc TSXV Canada
AOS A O Smith Corp NYSE United States
|QUiCken wantto v Why Quicken v Plans & pricing v Learn v Support v Sign In v
Home > Investing
Stock Quotes and Investment Research - Quicken®
Investing Center
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Quotes and Research
Quicken's Money Guide now brings you more than just the latest stock price. Review historical stock prices, assess industry relative
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SYMBOL COMPANY NAME EXCHANGE COUNTRY
AAPL Apple Inc NASDAQ United States
PVNC Apple iSports Group Inc OTC Pink - Current Information United States
APRU Apple Rush Company Inc OTC Pink - Current Information United States
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Quotes and Research
Quicken's Money Guide now brings you more than just the latest stock price. Review historical stock prices, assess industry relative
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symbol or part of the company name in this form to begin your search.
SYMBOL COMPANY NAME EXCHANGE COUNTRY
VSE:AIS A.LS Resources Ltd TSXV Canada
NEX:ASLH Ashanti Sankofa Inc TSXV Canada
AOS A O Smith Corp NYSE United States


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January 19,2024
by Quicken
February 1,2024 If you want to make money for free
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One of the keys to getting ahead financially is to ensure that you always have a keen eye on where your
money is going. Like an air traffic controller in the tower at the airport, being able to direct your financial
comings and goings can help to mitigate chaos and prepare you for success.

So, what's the best way to stay on top of your money? Enter the financial aggregator — a system to integrate
every single one of your accounts into a solitary, comprehensive tool.

Let's get into it below.

What is a financial aggregator?

Wouldn't it be nice to see your balances and transactions across all your checking accounts, savings
accounts, loans, credit cards, and investments — even in different financial institutions — without having to
switch apps? Guess what — you can!

A financial aggregator is a way for you to fully integrate all of your banking, savings, and investment accounts
into one place. These are usually apps or desktop programs that let you import your financial information
and connect each source, giving you the ability to view your financial data — like bank accounts, credit
cards, savings, or even your mortgage — all under one roof. And in real time!

4 reasons why you should use an aggregation system
Everyone's situation is different — it's never a one-size-fits-all solution to financial freedom. However, using a
financial aggregation platform is one of those rare exceptions — nearly everyone can benefit from being
able to view all their financial data in one place.

Here are some of the main benefits of a financial account aggregation system.

1. It can save you time

Time — the most valuable of all commodities.
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services, does not recommend the purchase or sale of any particular securities or other investments, and
does not offer tax advice. For any such advice, please consult a professional.

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Retirement calculator

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Financial Calculators
Retirement Calculator
Will you be ready to retire? Our free retirement
calculator can help you plan ahead.
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|QUiCken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v
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Retirement Calculator
Will you be ready to retire? Our free retirement calculator
can help you plan ahead.
YOUR INFO (REQUIRED) N\ HERE ARE YOUR RESULTS:
Your current financial picture
Age (required) @ You're off to a good start. Now, take control of your
- 33 + finances and bridge the gap.
Gross annual income (required) @
$ 48,000 Will you have enough Are your savings
to retire at 67? Difference: on track?
-$1143,355
Savings so far (required) @
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$ 10,000
$ 2,066,687

What you're saving each month
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s 2800 For financial tips and an exclusive offer to save on Quicken today, join our mailing list.
Email First Name Last Name
johndoe@gmail.com John Doe

o
70% of monthly income m
OTHER INFO (OPTIONAL) A
Investment rate of return @
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Want to do more for your retirement:
Table of Contents
Using a simple retirement calculator is a great start, but it also raises new questions:
Want to do more for your
retirement? ¢ How will taxes affect your retirement plan?
¢ Should you pull first from your 401(k) or your Roth IRA?
Shore up your savings with ¢ If you buy a getaway cabin today, how will that affect your retirement?
these helpful tips
The best way to plan for retirement is with a comprehensive analysis based on your actual finances—one that lets
) you run different scenarios to help you plan ahead.
How much will you need to
retire? The interactive Lifetime Planner in Quicken for Windows helps you build a complete retirement plan step by step,
with “what-if” tools to help you keep it on track.
What else impacts your
retirement savings?
| —— Quicken Deluxe. Retire with confidence.
- - S E—
Bottom line =i o « Use the Lifetime e Track your progress » Grow your savings
Hh—fe Planner
el '~ BuyQuicken >
% Join our mailing list
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tips
Whether you're falling short of your goal or you just want to save more, there are plenty of ways to change your
retirement picture for the better.
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YOUR INFO (REQUIRED) A HERE ARE YOUR RESULTS:
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70% of monthly income m
OTHER INFO (OPTIONAL) 4
RETIREMENT (OPTIONAL) 4
|QUiCken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v
email@example.com Due to the different rules regarding the taxation of retirement savings based on the type of account, a smart tax
strategy can be critical to a successful retirement. Work with your financial professionals to make sure you're up to
“ date on the most recent tax laws so you can utilize all advantages possible to preserve your wealth.
If you want to include taxation in your plan, consider using Quicken’s advanced retirement calculator or Lifetime
Planner. Both tools let you evaluate your retirement plan in more detail, using your actual financial data and applying
current tax regulations.
Bottom line
Clearly, there are a lot of moving pieces when it comes to planning your retirement. If you want to bring them all
together and see everything in one place, consider using Quicken to track your finances—income, expenses, savings,
debt, retirement investments, assets, total net worth, and much, much more.
Using your real financial data, and keeping that data updated automatically, is a much easier and more
comprehensive way to keep your retirement plan on track.
If you're ready to get started, Quicken offers a 30-day, money-back guarantee, so you can download it today and try. it
risk-free.
Try Quicken Deluxe Risk-Free for 30 Days
Take control of your spending
Buy Quicken
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P £,0Uv
Email First Name Last Name
johndoe@gmail.com John Doe
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70% of monthly income m
OTHER INFO (OPTIONAL) N
Investment rate of return @
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RETIREMENT (OPTIONAL) v
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|QUiCken Iwantto v Why Quicken v Plans & pricing v Learn v Support v Signin v
YOUR INFO (REQUIRED) A HERE ARE YOUR RESULTS:
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Age (required) @ Your plan is on track! Watch over your investments,

- 33 + plan for emergencies, and grow your net worth.
Gross annual income (required) @
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Congratulations! Read on to build even more security into your retirement

gonthly spending in retirement Plan, track, and save for retirement in one place with Quicken.
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