Simplify Money: Income Tax AI

Manage Goals,Taxes,Salary,Debt With Simplify Money

Contains ads

About this app

Simplify Money is your AI-powered personal finance app for organizing and tracking money in one place. Chat with Kuber.AI to prepare and file income tax returns quickly, see where your money goes, and build better money habits with clear, simple tools.

Built for early earners (23-29) who juggle multiple finance apps and want a single, easy view of their money.

What Simplify Money does
Tax Pilot conversational ITR filing: Upload or connect Form 16, AIS, and 26AS. Kuber.AI helps pre-fill details and guides you through ITR preparation and filing in minutes.
Unified money tracking: View income, expenses, assets, loans, and insurance in one app with approved third-party integrations and user-provided data.
Budgeting and spend analytics: Track categories, spot trends, and set reminders for bills and renewals.
Goal organization: Create personal goals and monitor progress with timelines and milestone views.
Financial literacy: Short, objective modules and interactive tools that promote money awareness and better habits.

How it works
Connect accounts where supported and add details you want to track.
See consolidated dashboards for cash flow, obligations, and upcoming dues.
Use calculators, quizzes, and neutral content to build financial literacy.
Use Tax Pilot to prepare and file ITR in a guided, chat-based flow.

Why choose Simplify Money
- Privacy-first: Your data is encrypted and you control what you share.
- Clear business model: We do not earn commissions or referral fees from financial products.

Important notes and disclaimers
- Simplify Money does not provide investment advice, recommendations, model portfolios, suitability assessments, or portfolio management.
- The app does not compare, rank, or suggest specific securities or sub-asset selections, and it does not execute or distribute financial products.

Who we are
Simplify Money is a product of Turvas Technology Solutions Private Limited. Our focus is building a secure, easy-to-use platform for tracking finances, improving financial literacy, and simplifying tax filing.

Ratings and reviews

I tried the Simplify Money app, especially the Digital Gold feature. The UI is clean, intuitive, and the purchase flow is quick and easy. I also liked that the current gold price is shown clearly before buying. A few improvements could be better transparency on pricing (charges/taxes), more informative payment status updates, and a more detailed transaction history. Overall, it was a smooth experience.

I used the Simplify Money app today, and my overall experience was good. The app feels lightweight, fast, and beginner-friendly. The Digital Gold purchase flow is straightforward, and I liked that my holdings were updated immediately after the transaction. One thing I'd improve is adding more educational information for first-time investors and clearer explanations about pricing and returns. Better error messages in case of payment failures would also make the experience even better.

Just checked out the Simplify Money app. I really liked the modern UI and how easy it is to explore different investment options. The Digital Gold section is simple to understand, and the buying process is quick without feeling complicated. On the downside, I'd love to see more analytics for my investments, better filtering in the transaction history, and a little more transparency about fees and pricing. Overall, it's a clean and user-friendly app with a lot of potential.

What’s new

- Feature Gating, now you get to enjoy features based on subscription level
- Rakhi Updates, so you can gift assets to your loved ones
- Money correctness, now view when was your a/c last synced and various bug fixes
- UI and bug fixes, quick actions update