I like your privacy policy. It's reasonably easy to read, has a nice chart, and makes nice sounding promises.
Why don't you link to it from your home page? I had to do a Google site search to find it. (And maybe even put the 'what we share' chart somewhere more prominent)
Added. Was an oversight, thanks for pointing out!
No problem. I see it now on desktop but not mobile.
True, fixing mobile is slightly more involved due to the current design. But I've made a note and we will get it fixed soon!
Makes sense. I'll definitely be looking into your product, it seems quite useful.
What do y'all use for aggregation? CashEdge, Plaid, something else entirely?
We were doing it in-house for a while, but switched to Yodlee and SaltEdge for the past 2 years or so.
Forecasting is one of the strongest aspects of our product. We also provide alerts ahead of time if we can predict your account balance will fall below zero (or whatever threshold you configure). Forecasting can also be used to preview your expenses/income/cashflow for the upcoming months / years.
We do have an API, but I admit it's not the best around. Other than that, our product does all the 6 things you point out.
Happy to hear more feedback at [email protected]