I love the ability to bring in my various accounts and see a holistic view of my financial standing. This allows me to set meaningful goals, view a proposed plan on how to work toward them, and take action! I also enjoy being able to see certain metrics that would take more time for me to figure like debt to income ratios. Review collected by and hosted on G2.com.

Sometimes you need to go in to enter or confirm information on accounts like interest rates, it would be nice if that was needed. Review collected by and hosted on G2.com.