Looking for something better than Mint
I am a Mint user and getting frustrated with missing connections and trying update deactivated, closed account.
Hoping this program would be better.....
So far, disappointed with Simplifi:
- cannot connect to Transamerica retirement systems (www.trsretire.com), where I have a 401K
- cannot connect to Optum bank (where I have an HSA)
- investment subcategories does not have an HSA category
- cannot search transaction (like in Mint)
So I am missing two accounts and my net worth is not accurate.
This discussion has been closed.