Easy to use!
This app is really easy to use and I love that I can see all my spending in one place while also making plans for future spending.
Horrible App For Filing Taxes
Cannot upload tax documents—errors out almost every time.
Even when you can upload them it still requires you to manually enter all the details, so it’s sort of pointless.
Every time you navigate to another screen to try and get the info you need to enter into the app, when you return the app forces you to sign in all over again, then click through to where you were in your taxes, and half the time it doesn’t even remember where you left off.
I’m about to give up and just go back to TaxAct. Colossal waste of time.
Even when you can upload them it still requires you to manually enter all the details, so it’s sort of pointless.
Every time you navigate to another screen to try and get the info you need to enter into the app, when you return the app forces you to sign in all over again, then click through to where you were in your taxes, and half the time it doesn’t even remember where you left off.
I’m about to give up and just go back to TaxAct. Colossal waste of time.
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Impressive
I don’t understand why this has such low ratings. It’s not as comprehensive as Monarch, which I pay for, but has some really nice features Monarch lacks (like AI and access to workshops and advisors). It’s much better than Mint and miles ahead of my bank money manager. My favorite feature is the weekly AI audio summary of my spending. Very cool and accurate.
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Love this benefit
I love that my employer brought on this benefit. My coach directed me towards the app. The conversations I was able to have paired great with the tech. Feeling better already.
Disappointing
I registered using my employee ID so clearly my district (Carmel Clay Schools) has shared my personal information with a third party site that I didn’t agree to.
The site requires me to upload all my financial accounts with them to be useful. I have no way to ensure that this site/app will properly protect this information.
They tout their AI bot to help manage my finances. I have no interest in trusting AI to advise me on financial decisions.
I have access to plenty of useful resources already with each of the financial institutions I have accounts with so this is unnecessary.
The site requires me to upload all my financial accounts with them to be useful. I have no way to ensure that this site/app will properly protect this information.
They tout their AI bot to help manage my finances. I have no interest in trusting AI to advise me on financial decisions.
I have access to plenty of useful resources already with each of the financial institutions I have accounts with so this is unnecessary.
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