Features & Capabilities
User Growth & Download Statistics
- By:
- GuidedChoice
- Rating:
- 4.50 (89)
- Version:
- 2.0.700 Last updated: 2026-05-20
- Version code:
- 885883915
- Creation date:
- 2021-09-07
- Compatible devices:
- Size:
- 85.44MB
- URLs:
- Website ,Privacy policy
- Full description:
- See detailed description
- Source:
- Apple Apps Store
- Data ingested on:
- 2026-06-07
- Compare stats and ranking:
- 3Nickels: Invest, Budget, Save vs Balance: Budget & Save
- 3Nickels: Invest, Budget, Save vs Money Budger: Personal Finance
- 3Nickels: Invest, Budget, Save vs Nut Goals
For Developers
Contact the developer
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User Reviews
Pros
- All accounts in one place, making budgeting, benefits, and investments easier to manage.
- Comprehensive budgeting, planning, and investment guidance with tips and tools.
- Excellent usability with a clean, fast UI.
- Free version provides substantial value with tips, tools, and tracking without requiring a subscription.
Cons
Recent reviews
Definitely have experienced great upgrades in the service. I now get help with my benefit plan choices, my budget and my investments all in one place.
by Lo*****, 2026-04-08
Crashes repeatedly when linking accounts
Restarts from beginning (entering details)
Miss classified accounts (brokerage as retirement) with no way of manually correcting
by — *****, 2023-08-27
I wish I had this App years ago.
It is great to have all your accounts in one spot and easy to use.
by K *****, 2023-07-12
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