[mech1234]

I can mention that if you use mint.com and have anything that isn't quite perfectly standard about your financial accounts it won't work well.

for example- My wife and I have a joint brokerage account at Fidelity, and my wife also has a 401k at fidelity. She has a login associated with the brokerage account, and one associated with the 401k. However, via each login, all of her accounts are visible.

mint.com cannot understand that these accounts are duplicated. There are manual overrides to disable certain accounts, but these overrides work on some portions of the site (such as the overview page) and not other portions (such as the net worth tracker over time chart).

I feel that mint has already reached peak revenue per user and is now trying to glide through the rest of its lifecycle with minimal investment in the site, so these problems might not work out ever.

[nbrempel]

I recently discovered PocketSmith which is a paid product. I found it sort of follows the mint model but it works much better. I tried using double entry accounting methods like YNAB but it just wasn't working for my personal finances.