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I used to use Personal Capital, but now I switched to SoFi Relay[1] Personal Capital had problems maintaining connections to my accounts, especially to SoFi. O
by Leftium 3y ago
I used to use Personal Capital, but now I switched to SoFi Relay[1]
Personal Capital had problems maintaining connections to my accounts, especially to SoFi. Of course SoFi has no problems connecting to SoFi accounts. SoFi connects to 21 of my accounts; there's only 3 accounts that don't work: Apple Savings, Apple Card, and Treasury Direct.
I also wrote a web app to convert the SoFi relay summary into text that can be pasted into a spread sheet: https://tt.leftium.com/ https://tt.leftium.com/ (I just paste the HTML into the textbox, and the TSV data is copied to the clipboard)
[1]: https://www.sofi.com/financial-insights/ https://www.sofi.com/financial-insights/