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Does anyone have recommendations to replace Credit Karma? I previously really liked the service, pretty straightforward, but it was recently bought by Intuit. T

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.

talim 2y ago
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.
kristopolous 2y ago
I do similar things with SoFi. https://www.sofi.com/financial-insights/ 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-a907-238f1599ce41&isAliasGcp=false 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
masnick 2y ago
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 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 https://www.monarchmoney.com/referral/b3q5nmkw2r

talim 2y ago

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.

kristopolous 2y ago

I do similar things with SoFi. https://www.sofi.com/financial-insights/ 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-a907-238f1599ce41&isAliasGcp=false 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

masnick 2y ago

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 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 https://www.monarchmoney.com/referral/b3q5nmkw2r