
Love a good dashboard. In fact, I am somewhat dashboard-obsessed at the moment. I need one-stop-shops to look at the categories of my life and contain the chaos in my head. This platform is my money-category, chaos-crushing dashboard.
I should add it's dummy-proof. If I can get it to work for me, certainly you will be able to get it to work for you. The UX is very intuitive. During tax season, I gave access to my bookkeeper, a diehard Quickbooks person, and she was an immediate convert.
They just launched a "Plus" level that allows you to separate business and personal. I'm sure I need that, too, but haven't tried it yet. Stay tuned.
By submitting, you agree to our Terms and Privacy Policy