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.
Show more
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.
Show more
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.
Show more
Keeps crashing??
I downloaded this app a day ago to track my finances. However, the “Finances” tab keeps crashing. I have not even been able to connect all my accounts. Very disappointing.
Same as banking app
Didn’t see a purpose in offering something that people could get from their banking institutes
Updates are slow
It’s always seems to be behind on my financial information.
Not worth investing time into it
A lot of information to put in for it to be controlled by your employer. Plus the data is super slow to update. Better off getting your finances squared away separate from your employer so you don’t randomly lose access on all the work you put in.
A lot of log in issues. Honestly not worth the time.
A lot of log in issues. Honestly not worth the time.
Show more
