[p2detar]

The problem I've always had with these type of apps is keeping them in sync with what I've spent using my CC or bank transfers. After a while it gets truly annoying to import or god forbid type in all weekly transactions.

I see that CSV import is supported. For people like me it will be truly useful to outline, with examples, how and what exactly can be automated using CSV or other methods.

In my family we use Wallet [1], which allows for shared family accounts, budgets and bank account sync. The app definitely has some issues, like because of the PSD2 requirements, sync sometimes fails for some banks. It lacks a solid algorithm that recognizes/remembers the type of synced expenses. It also lacks some features like investment type of accounts that support stocks or crypto with real-time updates.

That being said, it still provides an immediate look over our current finances and monthly balance with as little need for account management as possible.

I hope this feedback helps.

[1] https://budgetbakers.com

[devinsit]

I can definitely see where you're coming from regarding the whole syncing thing. Personally, I've gotten into a habit of recording my transactions right after they happen (or at worst, at the end of the day), but somehow I get the feeling that I'm particularly crazy for doing that.

In any case, I agree that we could do better as far as showing examples/features altogether, but I figured (at least for the time being), just letting people use the app without an account (https://ufincs.com/noaccount) is as good a demo as any.

Definitely useful feedback, thanks!