Most robust app I’ve found
Definitely have experienced great upgrades in the service. I now get help with my benefit plan choices, my budget and my investments all in one place.
Excellent personal help
This app is unique. I finally know where we stand on our financial goals. At first I started out without linking our accounts. I just put in the balances. But as I used it, I found it easier to have our accounts linked so balances are updated. The app helps you keep track of where you are and then make decisions if you want to change goals or priorities. Great for couples to use to figure out what each one is thinking and to get to a solution.
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Buggy and unusable
Crashes repeatedly when linking accounts
Restarts from beginning (entering details)
Miss classified accounts (brokerage as retirement) with no way of manually correcting
Restarts from beginning (entering details)
Miss classified accounts (brokerage as retirement) with no way of manually correcting
Free Financial Education AND Comprehensive Unbiased Financial Advice? Yes, please.
This is a dream app come true.
Step-byastep financial advice on why and how to save, invest, and even donate to charity.
Seriously impressive
Step-byastep financial advice on why and how to save, invest, and even donate to charity.
Seriously impressive
Incredible timesaver!!!
I wish I had this App years ago.
It is great to have all your accounts in one spot and easy to use.
It is great to have all your accounts in one spot and easy to use.
Shannon
This app showed me how to pay off my debt and save a lot of money on interest. I wasn’t aware how much the interest on my debt really was. Now I know.
A solution to keeping me on track!
This has totally helped me see my goals in a new light such as paying off my car, understanding what’s important when it comes to spending and letting go of unnecessary habits. I’m so happy I downloaded this app and are well on my way to success in this area.
BEWARE: Must Pay and Link Your Accounts
You will get nothing of use from this app unless you 1) subscribe,
and 2) link your financial accounts.
…
The app lets you look at nothing else useful until you surrender your financial information.
Example: Financial terms? I can look those up for free, and already knew most of them.
…
In the real world, that might be called a scam.
…
If you subscribe, you cannot cancel immediately. You’re in for a month, like it or not.
and 2) link your financial accounts.
…
The app lets you look at nothing else useful until you surrender your financial information.
Example: Financial terms? I can look those up for free, and already knew most of them.
…
In the real world, that might be called a scam.
…
If you subscribe, you cannot cancel immediately. You’re in for a month, like it or not.
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Too simplistic for my needs
Nice concept, but I need to be able to add my own individualized budget subcategories for it to be useful for me.
Great App
Love the usability of the app. Great info/tips with functions that are user friendly. Love the customer service. Great company and great people. Super resource for anyone and everyone!
Great financial app
Love it. Got help with my investments and retirement.
Buying a house
Great info! So helpful for figuring out how much I can afford. Got advice on my investments as well.
i can retire
i realized i don’t know much about finance, but i found out i can retire at age 55!!
Simple and easy to use!
I love this app! The interface and design are clean and sleek, and it operates quickly and smoothly. Even in the free version, you are given a plethora of tips, advice, tools, and ways to track and budget. Very high quality!!!
Healthcare
Thanks for adding tools for purchasing health insurance. This is crowding-out American savings and needs to be included in every financial planning discussion!!
