I like that they are able to provide me with all of my accounts in one place so it's easy for me to check everything at once. The information is organized well and also has an option to filter by account type (checking vs savings). It would be nice if you could set up alerts or notifications when certain transactions occur rather than having to manually monitor each transaction.
If you're looking for something simple but powerful, this program should fit your needs! We've been using Enrich forβ¦
I like that they offer an online platform for self-assessment of my personal finances in order to determine which areas need improvement or if it is time for some new tools/resources! There wasn't much about this program we liked so far but their customer support team was very helpful when signing up with them through work - definitely check out a few demos first before deciding whether you want to get involved as there are monthly fees associated. If someone needs help getting started orβ¦
Pros
Ease setting everything
Easy setup process
Multiple features available without purchasing additional products individually
I like that you can use it with your own employees or even outside of work as well! It is very easy for me personally because i am able see all my balances in one place so its super organized!! Sometimes when loading up new accounts there are some errors but not too often at least thats what ive experienced since using this app myself haha :). We have been tracking our expenses weekly through enrich which has helped us keep track better than we did before by just keeping things simple insteadβ¦
Pros
Has great features
Easy to read data easily
Very user friendly, intuitive design.
Tracks monthly spending/saving goals within an account category (ie groceries) helps reminders about money management