The current version breaks the investment view on my Google Pixel. It says I don't have any investment accounts linked, but shows my investment balance... I have tried contacting support via the desktop page (they removed the in app feedback option), but have not heard back..., very disappointed. The app used to be excellent, I may have to try to go back to an older version. The web interface and an older version of the app work fine on another phone though.
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.
Not a fan of the new updates. Transaction categories are often wrong and when I go in to each transaction to fix it and save it, it doesn't go back to the list. I have to hit Back button and scroll again where I left off. Annoying!! Also, in-app tech support would be helpful.
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.
They never answer my email so I delete and if there was a no star that's what I will give them. Why make an app and not fix it . I don't recommend it at all
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.
Tap and pay with your phone, get instant notifications, and lock your cards.