A lot more reliable and easy-to-use than Mint. Also combines investment monitoring tools and financial advising. The web interface is so slick but the app could use serious visual and design overhaul, especially Material aspects. Sync for particular accounts is excruciatingly slow. Wish they'd stop pestering you with calls for free advising.
Some fundamental issues in the way expenses are assigned prevent proper cash flow modeling. I pay bills (rent, utility etc) directly using bill pay from an investment account. I categorize these as rent or utility etc but the app does not recognize these as expenses for cash flow. This is a fundamental flaw in their product.
Can't connect to an account no matter what I try, so now it's out of sync by 2 weeks. Support is non-responsive...Been well over a week
Great app except after most recent update. No more "holdings" section in the new app. Bug? Update: In reply to developers question: No holdings listed on the pop out menu. I only see net worth, transactions, cash flow, spending, income, portfolio, financial advisor, resources, research insights. Can't attach a screenshot due to app limitations.
Versions < 5.x were great. The new UI breaks the investment, portfolio, and holding views. Stay with version 4.x until this is fixed.
Used to love it but like the other user, holdings option dissapeared after the update and nothing shows up in my portfolio view after update (just asks to link account despite having 15 investment accounts linked)
Updated look and feel.
Custom categories and category editing.
Ability to choose custom date ranges.
Ability to mark a transaction as a duplicate and exclude from reporting.