expired Posted by Robberstea • Dec 26, 2023
Dec 26, 2023 6:56 PM
Item 1 of 2
Item 1 of 2
expired Posted by Robberstea • Dec 26, 2023
Dec 26, 2023 6:56 PM
Mint App Users: 1-Year Quicken Simplifi
(New Simplifi Members)Free
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I liked Mint mainly for the quick snapshot of my accounts. It was simple and basic.
Credit Karma is free, but is much more focused on presenting affiliate offers (i.e If you click into the "Credit Cards" section, you're immediately presented with the "Offers for You" tab, vs going directly to your existing accounts) for loans and credit cards and it did not import any checking, savings, 401k, stocks, etc. because there is no place for it. If youre planning on converting to CK, screenshot your Mint accounts first so you can double check to make sure everything transferred. One cool feature was that it knew different credit card benefits that were included with the cards you have and recommended the best cards for purchases based on their respective rewards. After about a week or so I deleted my data and closed my account. Very minimal budgeting features compared to other apps. I'm not sure what type of consumer would benefit from CK; maybe those primarily or solely concerned about their credit score?
I tried Monarch for the free 1 month trial. I think they weren't anywhere near equipped for explosive growth with Mint shutting down. My experience was constant dropped bank/credit card/loan connections, lots of notifications and lots of customization for those who are hyper-budgeting and require extreme discipline in money management. I don't have time or enough care to micromanage my finances so it was not the solution I was looking for. I closed that account as well and didn't subscribe. Monarch would be good for those who need extreme discipline and really want to commit to micromanaging their expenses and budget… as long as they can deal with Monarch's growing pains.
I got Copilot set up a few nights ago and it is tremendously smoother than all other apps. It offers more connection sources than just Plaid (MX & Finicity) so I was able to import a 401k account that wasn't available on other apps. Monarch also offers this but, again, the connections kept dropping. It has the hyper-budgeting features that Monarch does and I like that I can vote on user-submitted recommendations for app improvement. It provides me the snapshot of accounts that I wanted.
Sticking with Copilot.
empower is the closest i've found to mint that is free with no limit on transaction history. it doesn't import history but i can always refer to mint csv file if i need to. only concern is how long before it also becomes a fee-based service with proliferation of fees these days.
for those that have sofi, relay is another option but doesn't support fidelity as they use plaid.
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"Date","Description","Original Description","Amount","Transaction Type","Category","Account Name","Labels","Notes"
"8/29/2023","ONLINE PAYMENT, THANK YOU","ONLINE PAYMENT, THANK YOU","0.01","credit","Credit Card Payment","Citi Credit Card","",""
"Date","Description","Original Description","Amount","Transaction Type","Category","Account Name","Labels","Notes"
"8/29/2023","ONLINE PAYMENT, THANK YOU","ONLINE PAYMENT, THANK YOU","0.01","credit","Credit Card Payment","Citi Credit Card","",""
Pile on: https://community.simpl
EDIT: Nevermind, got it: https://www.youtube.com/watch?v=dtgAS6A
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