| ▲ | chrisweekly 7 hours ago | |
I have no experience w/ PTA, but was a Mint user for a couple years before it got killed, and recently discovered Monarch which has similar features. But just this week I got set up w/ eMoney thanks to a friend who works in wealth management. It provides a centralized dashboard (like Monarch), but also the ability to run forecasts / projections, which will be helpful as things have gotten more complicated for us as a couple (running two S-Corps, paying for daughters' college tuitions, etc). | ||
| ▲ | Bluecobra 6 hours ago | parent [-] | |
As an ex-Mint user, Monarch has been a very useful and I feel I spend way less time monkeying around trying to recategorize transactions. I really like the budget rollover feature, it really helps smooth out things like yearly insurance renewals. My only fear is if they start getting greedy and jack up the yearly subscription fee. I feel like around $100/year is just about right. | ||