Well I hate to write a bad review, I really do. Not just cause I normally dont have time. But Ive spent so much time trying to make this app work for me I feel its my responsibility to try to save others from the same fate.
Good things:
Really nice looking. Slick design, pleasant on the eyes for someone who is aesthetically sensitive.
Bad things:
First, Im a Canadian customer, and I bank with four different enormous Canadian banks. The app doesnt support any of them. I know theres only 34 million people in our country but how hard is it to add our 5 largest banks to your roster? seriously. They operate worldwide and have assets ranging from $350 billion to $750 billion, and theyre not important enough to get on board?
So Im stuck with manual downloads. The feature for allowing access to the banks website within the app is ok, but for a few exceptions:
1. the app does not recognize duplicate transactions. So every time I go to download new transactions there are a few duplicates. I have to delete them manually
2. the app changed the "transaction date" to the date I downloaded the transactions. It only did this twice, sometimes it works fine. Not ok.
3. would be smart if all transactions from a certain vendor, once categorized, downloaded as the same category. They do not. manual entry every time.
4. the app does not EVER show the correct balance on my accounts. I always have to figure out how much its out and add an adjustment to account for it. Its always out by some bizarre amount I cant figure out why this is happening.
5. Contacted support multiple times about these issues and they cant help. They say theyre working on fixing all of these issues, but cant offer a timeline for when they will be done. They say there might be a way to solve the categorization problem but didnt offer specific suggestions.
overall: wait for a few versions from now or use excel. Its easier.
canadians are people too about Money by Jumsoft, v4.4.3