Comment by kristopolous
7 months ago
Second this. Been using them for years. Took under an hour.
Never give money, business or data to Intuit
7 months ago
Second this. Been using them for years. Took under an hour.
Never give money, business or data to Intuit
Does anyone have recommendations to replace Credit Karma? I previously really liked the service, pretty straightforward, but it was recently bought by Intuit. Tried to login over web and it just redirected me to an app.
I can’t recommend Monarch strongly enough. It is a service that aggregates across bank accounts, brokerage, credit cards, etc.
The killer feature for me is that it provides overall money in/money out, with some good visualizations too. This is nontrivial for anyone using multiple credit cards or bank accounts, and is *critical* information for being a responsible adult IMO.
It also has budgeting, investment tracking tools, etc. But these stay out of your way if you just want to look at overall metrics like in/out over time, or net worth.
I showed my financial advisor and he was so impressed he picked up their advisor product (https://www.monarchmoney.com/for-professionals). So I don’t have to pay for a subscription anymore myself!
I strongly believe everyone should use a tool like Monarch for financial situational awareness.
$15 discount via my referral link (but I don’t get anything because my account is paid for via my financial advisor): https://www.monarchmoney.com/referral/b3q5nmkw2r
I do similar things with SoFi.
https://www.sofi.com/financial-insights/
It's pretty decent. I use it all the time.
I know this sounds kinda promo-iy, but they'll do a mutual signup bonus so if you actually want to sign up, it's a $25 bonus for you with this link https://www.sofi.com/invite/money?gcp=b3f052b0-5031-473e-a90...
sorry if that seems spammy -- I've never shared anything like this. Check my history if you want.
I just genuinely like them
If you mean the tax filing product, Credit Karma Taxes, that was bought by Block (Cash App) a few years ago and is now named Cash App Taxes.
I've used it for the past few years, but this year had a more slightly more complicated tax situation due to switching investment brokerages and making more trades than usual and I found it kind of annoying to deal with. I switched to FreeTaxUSA this year and it worked quite well, so I'll definitely be using it instead of Credit Karma/Cash App Taxes next year.