![]() And with an optional subscription to Direct Access, your. ![]() It's a compulsive habit that is unnecessary, so I am not sure the platform interchangeability is that important. Check balances, add transactions as they occur, categorize expenses and review or edit your portfolio. I use the banktivity app to update assignment of budget categories. Also, the real money is in my investment accounts, which I do not connect with anything other than my own computer. My impression is that this kind of direct account connection hasn't proven to be a big source of theft-yet certainly the bank's viability is at stake along with my account. ![]() I would have given 4 stars because there are some bugs. With all my other data? I'm resigned to it. In my experience, customer service is very good, updates are frequent and the manual is very helpful. I think there is also value in going across phone and iPad as well? The "fees" are essentially just a "forced upgrade". I am not hung up on the new way to structure fees and for now, not motivated to find a new platform. I am at the low tier and don't use it to track investments. he costs roll together upgrade and direct access fees. I have used the product for 7-8 years I think and find it useful and seamless when I need to to search for old transactions and look back at old budgets/spending as I plan for retirement spending. These notifications can be for anything from messages from teammates, reporting managers, or work updates.I have upgraded to 8.
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