There are now more than a handful of these services but many of the FWF threads about them are archived. Please post links, your experiences and opinions here so that we may all benefit.
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Message edited by: FutureDilemma on 2009-08-25 16:33:36 CDT
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Through Banks/Partners Bank of America My Portfolio Chase Online Plus FWF Thread that mentions services available through bank websites. UMonitor.com's UView though various credit unions.
Tool: mint.com Experience: 2 weeks Opinion: I enrolled for only couple weeks but liking it so far. Unfortunately, the site does not seem to work with Penfed. Everything else works great though.
I've used Mint since March 2008 and have been quite happy. It's great for at a glance looks at spending/trends although I still find myself checking the actual sites (bank/credit card/etc.) to check various items. I also limit the sites I "attach" to it because I still have some paranoia of information on the internet whether it be password "leakage" or just information sharing by a bad employee.
I've used Mint for a couple of months and for the most part love it. It works for every account I've tried (including Penfed). If only they would add some printing options, the ability to input cash transactions, and better investment cost information then it would be perfect!
Mint's PenFed problem must be temporary, because it certainly worked for me. I think it's great for someone with simpler finances and needs. iPhone app is pretty cool, and some investment charts are pretty cool as well.
I need desktop Quicken (been using for many years) to keep track of all kinds of things. I've tried MS Money a couple times over the years but didn't "feel" it.
I've used Yodlee for the last couple of months. So far, the only problem has been linking my dollar savings direct account. For some reason it just doesn't want to link correctly. Otherwise, no problems what so ever.
Mint: - Excellent user interface. Excellent charts to track spending - iPhone app - Does an okay job identifying/labeling transactions - Cannot aggregate bills
Yodlee - Can aggregate bills - Does a much better job identifying/labeling transactions - User interface not as great as Mint
I use both in hopes that either Mint will start doing a better job identifying transactions and aggregating bills OR yodlee improves it's user interface.
I have been using Yodlee probably since it was released and I love it. Truthfully I could probably not function without it. I tried Mint when it first came out and didn't like it too much, but I haven't been back since. I think the reason I like Yodlee so much is because they had a dedicated person answering questions on FWF thread. Keep in mind, this is a free service and they had someone answering all the questions. Plus, they have evolved so much that they are working hard to keep up to date.
I use clearcheckbook.com, and am happy with it. It's like mint but you enter and categorize your own transactions. I do it once a month and it takes me about 10 mins.
I liked mint ok, but I wanted to be able to enter other assets, they didn't have one of my banks AND I'm afraid they will eventually be hacked/some employee will get their laptop stolen.
I use yodlee, mostly because it's the only one I know about. I really like it, but it can be buggy at times. I like how it allows you to customize just about anything as well as manually fixing anything that's wrong.
Yodlee. Mint is lacking too many important features such as manual transactions or manual accounts that are critical for me to be able to use the service.
I use mint and since I don't have many assets its an easy way to track my various CCS. Not being able to enter manual transactions or cash transactions is a pain but otherwise very helpful in tracking my money ( and that I was spending too much going out)
I'm surprised I haven't heard anyone say anything about just thrive. Maybe it's just too new. But their security methods alone are what have my interests peaked above Mint, and the others. The "free advice" and scoring systems are interesting too.
I've used Yodlee for 2 years+. Before that I used BAC "My Portfolio", but I figured why not go to the source.
I like the simple straightforward layout of Yodlee. I have no use for the eyecandy and useless clutter on Mint. The back end is Yodlee anyway. Also, I have no desire to have my information used for marketing purposes or be subjected to marketing. Yodlee doesn't do this. Mint and others mentioned do.
In the 2+ years of using Yodlee, I have experienced few problems and they were all during the first year. Forum support took care of them promptly. It's been smooth running for me ever since that first year.
I would hate to go back to the days before Yodlee. It's saved me a lot of time and effort.
Ryan431101111 said:I think the reason I like Yodlee so much is because they had a dedicated person answering questions on FWF thread. Keep in mind, this is a free service and they had someone answering all the questions. Plus, they have evolved so much that they are working hard to keep up to date.
That impressed me too. Their own forum was fairly responsive too. You don't see many large corporations providing that level of service, let alone for free.
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