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.
:(

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Comments

  • keesdewit
    keesdewit Member

    Also this message board does not work kindly with Chrome. I had to change the view to 85% to make it fit and get the post and other buttons to work. Switch to toggle full page messed up the formatting.

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @keesdewit Welcome to Simplifi! Thanks for sharing with us what's not working for you in the program. Believe it or not, that kind of feedback is just as valuable to us as positive comments -- if not more so! Our development team is currently working on a full-featured investment module for a future release that may address most of your issues if you're still with us. Till then, please let us know what else we can do to make Simplifi a better program for you, and for other users. (BTW, I also find the type for my answers on this board very tiny once I've posted them!)

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