Ok overall, but totally overshadowed by newer Monarch Money. They also have a super annoying auto-renew setup — not worth it.

This app would be infinitely better if you could edit multiple transactions at a time. Further, why is the review toggle justtttt barely too far low on the screen so that I need to scroll down? Could use enhanced graphics and visualizations like Monarch has ( ribbon chart, etc.)

When sending emails with either upcoming bills or bills paid or deposits , I would like to see details in email and not have to open up app..this would be tons more efficient for a quick notification and I can use my regularly scheduled nightly review time to verify and get additional details. Also a nightly or weekly review method would be great too.

Helpful app, but some of my banks aren’t supported.

Whatever update they did recently has wiped out 2 years of transaction reviews, recurring bills & income, all of it. Yesterday when I opened the app it was fine. Today it’s like I’ve never set anything up since 2023 when I first purchased the app. I can’t reach a real human or open a ticket with support. I’ve been very happy with it up to this point but this is beyond frustrating.

When it works, it’s a great app. But, twice in two weeks I’ve been logged out of my Quicken account and Simplifi for no reason. The first time, I had to spend over 90 minutes on phone support to regain access. They said sometimes the app doesn’t like VPN, firewall, etc and to turn them off. If this app can’t figure out how to work with normal online safety procedure, I don’t know what to say. Today, I’ve been randomly logged out again and Quicken won’t take my password. I refuse to spend more time with support. Luckily, I’ve just found another equally useful app that begins with M. Successfully added my accounts and then canceled my Quicken subscription.

Does not recognize payments by vendor but only auto matches by exact description. Ends up having multiple payments due to same vendor in the month. The recurring series has the same issues. Terrible for cash flow planning.

This is a much improved version of the Quicken I tried last year. It’s worth the cost. 5 stars if I could integrate TSP and my auto loan effectively. So some integrations aren’t there but it handles all of the others very well. I would also recommend more robust category support and the ability shift categories for all same vendor transactions from the individual transaction.

Has problems finding all transactions including some big ones. Also requires a lot of work categorizing , marks property taxes as restaurants etc. so spending a lot of time correcting things. So good for getting an idea of where the money is going but not completely trustworthy. Not renewing.

This is ridiculous and there hasn’t been a support update since April. You should refund users who use computer share for their subscription fees because the product is not working as advertised and is showing incomplete data which basically makes it useless.