I was going to give it 4-5 stars however I had a serious issue with an inability to take screenshots to send my wife of our financial standings. We just hit a financial milestone and wanted to share and it wouldn't let me. Very frustrating to be restricted and unable to change the setting.
Very good app, one of the best. Sometimes bank/investment accts get disconnected and need updating. Before it would log in easily with PIN or fingerprint but about 3 weeks ago it needed email verif , then captcha verif then fingerprint. Very annoying.
Lord! They called me for a free consultation, which I said yes to and scheduled a week out. I was called and emailed 10 times to remind and confirm, ended up never taking the meeting because they pestered me.
Great app! It's so much better for tracking than the way I was doing it with YNAB. It would be perfect if the app included Upcoming Bills for Linked Accounts like the way it does on the desktop site. I'd give it an instant 5-stars if it included that!
I signed up with a friend's link, that promised I would receive $20 once u linked a qualifying investment account. I linked my fidelity account and still have received nothing...
Started to ask for email submission and image captcha every time I log in for the past 2 weeks. The additional steps defeat the whole purpose of using pin number for quick access.
Updated notification list.
Manage your personal finances and easily track your money, expenses, budget.