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.
Overall one of the best apps to link and view all my investment accounts from multiple brokers. Only think I would like is a better way to customize the "Holdings" view. On my Galaxy S7, the share price of my fund is cutoff. It would be nice to have a watch list type of view where I can see more pertinent data for each ticker I own.
I'm not sure why this is called budget software, I saw little evidence of that capability, and the fact that you can not import historical data makes this a non starter as a replacement for software like Quicken. More problematic was the next day call phone call and dozen emails I got hawking their services. It's a nicely constructed look forward program with some decent analytics, but the sales machine behind it is not worth the free software. I've already deleted my account after several days.
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!
Updated notification list.
Manage your personal finances and easily track your money, expenses, budget.
Expense Manager - manage expenses + budget in a simple and yet professional app