Average Ratings 1 Rating

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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Consolidate all your financial accounts in one convenient location, allowing you to monitor your balances instantly, understand your spending patterns, and receive intelligent insights on savings potential for both individuals and families. Expand your financial oversight by managing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all within a single comprehensive money dashboard. Gain a thorough categorized analysis of your income, expenses, and investments, ensuring you stay ahead of unexpected subscriptions. Enhance your financial habits with AI-driven alerts that inform you about changes in your spending and optimal times to save additional funds. Whether you're planning for a new baby, welcoming a pet, or purchasing a home with your partner, rest easy knowing your finances are optimized for you and your family’s needs. For far too long, effective money management tools have been predominantly available to the affluent. That’s why we created Lumio, with the conviction that personalized financial strategies should be accessible to everyone, no matter their financial situation. By providing these resources, we empower individuals from all walks of life to achieve their financial goals.

Description

Establish and monitor your advancement toward both short-term and long-term objectives. Incorporate these goals into your budget to guarantee that you allocate sufficient funds each month. Be aware of your financial outflow, from necessary expenditures to occasional treats. Identify any hidden subscriptions to ensure you're not incurring costs for unnecessary services. Receive a tailored budgeting solution that automatically adjusts based on your earnings, spending, and savings. This tool is highly adaptable and keeps track of your progress as you make purchases. Utilize the insights provided to enhance your savings, refine your spending habits, and achieve your goals more efficiently. Essential notifications, comprehensive reports, and cash-flow forecasts simplify future planning. Simplifi crafts a flexible spending plan tailored to your needs. You can also create your own watchlists and savings objectives for further personalization. Regularly check in with the app throughout the month to make informed decisions and effectively manage your finances with ease! By keeping track of your spending and adjusting your goals as needed, you can maintain a proactive approach to your financial health.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4.80 per month
Free Trial No 
Free Version Yes 

Pricing Details

$2.99 per month
Billed annually
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lumio

Founded

2017

Country

United Kingdom

Website

www.lumio-app.com

Vendor Details

Company Name

Simplifi

Country

United States

Website

www.quicken.com/simplifi/

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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