I’m just wondering…Posted: July 23, 2014
I read a great review of a finance-tracker app called “Personal Capital Money and Investing”“. Since I’m always looking for tools to recommend to those financial coaching clients who are interested, I read the reviews (great), and decided to download it and give it a try. so I gave it an email address, and the first thing it asked for was the name of my bank…and my account login and password. And that’s where I stopped. Any financial institution I deal with has security software and regulations about access – and while I’m sure having all my information at my fingertips in one place might be more convenient, I’m just old fashioned enough to wonder if a free app is the place to have it. Is that so yesterday?