moneyhub.com

Meets almost all of my requirements

I still have a small note book where, over 40 years ago, I attempted to keep track of my finances. The world has moved on considerably since then, and become much more complex. Realistically, I haven't been keeping track of my financial position with anything like the frequency I should have. I tend to keep an eye on the financial press, mostly looking for accounts and card offers with significant inducements to open an account. In so doing I came across several apps and PC based ways of aggregating assets and liabilities, mostly taking advantage of the Open Banking protocols. My main concern was exposing sensitive personal data, so for a couple of years I didn't pursue the matter any further. Then one day I decided to investigate more carefully, and realised that best companies didn't data harvest - indeed they claim they didn't actually have direct access to the data at all.My investigations suggested that Emma and Moneyhub would probably suit me best, and I downloaded both.I quickly came to the conclusion that Moneyhub suited my needs better, and cancelled the trial version of Emma before payment was taken at the end of the first week.From other reviews, it is clear some people have encountered issues setting Moneyhub up. I don't consider myself an IT guru, but so far it has been easy and straight forward. The only issue is I have been asked on a couple of occasions to manually reconnect to my Chase accounts, and this can be done with a single click. It's great to have a comprehensive overview of one's complete financial situation, and after a couple of weeks use, I find Moneyhub to fully meet my needs and to do so at very little cost. The huge benefit to me of Moneyhub is I can choose to access my account on both my iPhone, and my PC, which runs Windows 10. Being able to see the overview on a large PC screen is really useful.

Date of experience: Dec 07, 2023