Hello Everyone,
We’re excited to invite you to beta test our Personal Financial Planning iPhone app (available in the U.S.). This app lets you add and monitor a wide range of financial accounts in one place—credit cards, checking/savings accounts, brokerages, retirement accounts, mortgages, private student loans, and more—providing a holistic overview of your finances.
Security, privacy, and user control are our top priorities. We’ve taken significant steps to protect your data. We do not collect any personally identifiable information and do not share your data with third parties for advertisements or marketing.
We’d greatly value your feedback on the following:
Account Connectivity: How easy is it to connect various financial accounts?
Historical Trend Accuracy: Do the historical trends (overall and category-specific) accurately reflect your financial data?
Personalized Insights (Experimental Feature): Try the automated insights feature, accessible via the chat function by clicking the circular logo in the bottom menu. Are the insights relevant and helpful?
Notifications System: Do budget notifications trigger correctly and provide timely, useful reminders?
User Interface (UI) Navigation: Is the app easy to navigate? Share any suggestions for improving the layout or usability.
Categorization: Are your transactions/asset/liability categorized accurately?
Exclusions: Every transaction, asset, or liability can be included (default) or excluded from calculations. Is this feature intuitive and useful?
Overall Stability and Performance: Report any crashes, slow loading times, or bugs.
Feature Suggestions: Let us know if there are any missing features or improvements you’d like to see.
You can review our Security and Privacy Policies directly within the app. Please feel free to reach out if you have any questions about the app’s features or anything else.
Important: As part of this beta test, we currently support up to 5 financial account connections per user.
Thank you for helping us create a better financial planning experience!
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samirm123
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samirm123
Add a CommentAddition: I wanted to mention that for testing purposes, we need at least one financial account/; checking/savings or credit card whose transactions will be analyzed wihtin the app. If, for some reason, you would like to disconnect that account, we have that flexibility in the app where you can disconnect, and that financial institution is completely disconnected from our platform, and data from that financial institution is also deleted.
Hello, If you have already created an app account and did not connect to any financial accounts during signup, you can sign in again using the ID and password you used and complete the process. This will allow you to experience the app's features even though you did not connect to any financial account during signup. Thanks.