Awesome sauce
Great app. Very easy to link bank info, and see where I can improve.
Great potential
I like it and enjoy it definitely fairly easy to navigate but still seems a little slow at adjusting when you make changes and can be kind of annoying
Linking accounts
I tried linking 2 different accounts at the beginning and kept getting errors. If that’s the way the app was starting, it is not worth my time investment to try to further use the app
Could not connect Sofi bank account
Could not connect my bank account so I had to delete it. App performance is terrible and lags on pretty much any button press. Caleb needs better SWEs.
No Longer a Free Option
Shame the free option was taken away. Now it’s just a free trial.
A good start to finances
I am a long time fan and downloaded the app roughly two weeks ago and connected my bank account and brokerage. I enjoy the simplicity of the app and sorting transactions by the three main categories (Want, Need, and Savings) as well as all of the subclasses you can assign for the transactions.
That being said, I do wish the app use the aggregate information of the last 3 months to create a calendar that displays dates when automatically renewing purchases or subscriptions or pay day deposits are (similar to some other apps). I just think it would be a really good feature to implement in order to better track and project monthly budgets by knowing when all the bills come due by looking at a single calendar that’s already tied into the finances.
Other than that, this app is a very good and simple way to track your spending and budgeting!
- a less broke medical student
That being said, I do wish the app use the aggregate information of the last 3 months to create a calendar that displays dates when automatically renewing purchases or subscriptions or pay day deposits are (similar to some other apps). I just think it would be a really good feature to implement in order to better track and project monthly budgets by knowing when all the bills come due by looking at a single calendar that’s already tied into the finances.
Other than that, this app is a very good and simple way to track your spending and budgeting!
- a less broke medical student
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Good, but room for improvement
Premium user. It’s nice to see all accounts connected in one place. That said, I do find myself still checking my bank account somewhat regularly, as dollarwise’s figures appear to be based on the actual live balance (‘completed transactions’), not your balance accounting for posted and pending payments. This means a sometimes several hundred dollar difference between what my bank account shows as available to spend and what DollarWise suggests - meaning I could overspend if I’m not checking my actual checking account. Don’t use this app as-is for a daily check if you’re cutting it close on your checking account.
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Mid
It’s mid feels like they are charging an unfair price for an uncompleted project
Good luck canceling it
I wanted to try something new. I initially loved the ease of using this app and tracking spending. I waited for a month to get “insights” that never came through. So I decided to cancel it and I couldn’t find anywhere to cancel it. I emailed their support twice and then got charged again which resulted in me having to call Capital One and start a dispute. I despise companies that don’t allow for an easy cancellation fee. I’m going back to the Every Dollar App by Dave Ramey!
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Works with all my accounts really well
Works great with all my accounts I have multiple brokerages with Robinhood and it tracks my trades really well which helps given rh has a pretty bad p&l system
Hard to use
I liked that I was able to connect venmo but there was a lot going on! I also like that I could place the purchases in the categorize I prefer but it seemed a little messy for me
Horribly buggy
I’m a developer. Who ever made the login/setup flow for this needs to be fired lol. It’s like it wasn’t even tested.
No Apple Card Support
Supports every all my banking and credit accounts except my Apple Card. My Apple Card happens to be the most used card so the lack of support was a deal breaker for me. If it supported it I would gladly pay the subscription and give 5 stars. Everything else seemed nice and simple to use. There appears to be a manual way to record transactions for the card but at that point might as well use a spreadsheet for free.
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I don’t recommend
I unfortunately disliked this app. I was excited to use it as I have been budgeting on paper for awhile now and was expecting this app to make things a bit more hands off for me. I found it too difficult for me personally to categorize into the categories the app provides. I tried it out for two months and it never grew on me. However, I feel like this could just be a matter of my personal preference.
My BIGGEST complaint & frustration (and the primary reason for the one star) is the fact that the second I signed up for this app and linked all my accounts, I started receiving seven to ten spam calls a day (if not more) trying to scam me into loans and debt relief programs. I am still receiving this many calls per day, every day. This disappoints me and makes me feel like all my personal information was not safely stored by dollarwise and/or sold.
My BIGGEST complaint & frustration (and the primary reason for the one star) is the fact that the second I signed up for this app and linked all my accounts, I started receiving seven to ten spam calls a day (if not more) trying to scam me into loans and debt relief programs. I am still receiving this many calls per day, every day. This disappoints me and makes me feel like all my personal information was not safely stored by dollarwise and/or sold.
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Inoperable
I’ve been trying for a few hours to get started on dollar wise and even though my financial institution is listed on Dollar wise, dollar wise is unable to connect to my bank account. This problem has persisted though password resets. And since I could t access the app because of the app, 1 star until resolved.
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Delete my account after 2 days
Charge me even though I deleted my account
great app
I used the built in finance tracker that my bank had and it didn’t work nearly as well. Dollarwise is so organized and took away all the clunkiness I was fed up with from using other services. Just streamlined and easy to use
Horrible Customer Support
As someone that loves to watch financial audit and had the app for a week or so i wanted a better understanding of how the app worked. “Kirill “ never responded back to my email after 2 WEEKS. When they said response time is 3-5 days. Never again.
Wish List
I’ve been using the app for some time now and especially this last update has really improved the experience!! I do have some wish list items that I’m hoping will be added in a future update
*Splitting
*Renaming
*Notes
*Reports
*Export
_________________________
*Splitting: ability to split a transaction’s categories
*Renaming: ability to rename a transaction. As of now you just get whatever the app pulls in from the bank A not always accurate or helpful for later
*Notes: would be nice to be able to add a note to the transaction
*Reports: reports reports reports!! I just want to be able to run the data different ways and select the date range I choose
*Export: ability to export to excel and/or export reports
*Splitting
*Renaming
*Notes
*Reports
*Export
_________________________
*Splitting: ability to split a transaction’s categories
*Renaming: ability to rename a transaction. As of now you just get whatever the app pulls in from the bank A not always accurate or helpful for later
*Notes: would be nice to be able to add a note to the transaction
*Reports: reports reports reports!! I just want to be able to run the data different ways and select the date range I choose
*Export: ability to export to excel and/or export reports
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The most buggy financial app
This app is so buggy, glitchy, wnd awful every time I open the app it asks me for my accounts and information over and over again. This is my 3rd time trying it and it’s still just as bad as the first.
