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There’s also a cool feature called “File Cabinet” that stores copies of your past bank statements and utility bills. There are no fancy categorization or budgeting tools, though there is a very basic pie chart tool that compares your spending on utilities, insurance, interest, and the like. The startup also offers a credit score reporting service called Pageonce Credit Guard for $6.99 a month. Pageonce itself is free, so the lead-generation fees on these offers are how the company makes money. Pageonce shows the balance on investment accounts such as your 401(k) or IRA, and how your holdings break down within those accounts.įinally, the application shows you financial offers tailored to your situation, such as credit card offers. You can see which bills are coming up soon-and, even better, you can pay them from within the app. You can also dive deeper into each area, and check the balances of your individual checking, savings, and credit accounts. It shows your total cash and investment account balances, the amount you owe on your credit cards, and alerts about things like large bank or credit transactions. The application then pulls all the updated balances together into a dashboard that summarizes your financial situation in one glance. You start by supplying Pageonce with the login credentials for your financial accounts and your regular household accounts, such as your cable, electric, gas, and wireless bills.
#QUICKEN MAC CAN I CHANGE A BILL AMOUNT FOR JUST 1 PAYMENT AND IT GOES BACK TO NORMAL PAYMENT WINDOWS#
Pageonce works across multiple devices (the Web, iPhone, Android, Windows Phone 7 and 8, and Blackberry) and is exceedingly simple-or at least, the part users see is simple. So when Rebecca Lynn at Morgenthaler Ventures told me about Pageonce, one of the companies in her portfolio, I was eager to check it out. I was ready to try any new finance app that could spare me these data-connection hassles.
I was spending more time fixing things in than actually monitoring my finances.
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Every time I logged in, there would be multiple “issues” requiring my attention-usually connections with bank or credit card accounts that had broken and needed to be manually repaired by reentering a password or secret answer. As a result, was telling me I had a lot more money than I actually had.Īnd after the switchover, the app never really seemed the same.
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In several cases duplicate accounts showed up that I couldn’t figure out how to delete. I remember having to re-enter the usernames and passwords for all of my financial accounts. The reasoning behind the change was understandable, but for users, it was a huge pain. The trouble, for me, began about 18 months after the Intuit acquisition, when the team decided to stop using Yodlee as their data provider and switch to Intuit’s own back end. ’s website and its iPhone app, which appeared in late 2008, were widely praised for their fresh, engaging design. It built on that data by alerting you about low balances, helping you track your spending by category, and showing you offers for lower-interest-rate credit cards and other financial products. Working with a financial data aggregator called Yodlee, was able to grab updated account information automatically, every time you visited the site. The great thing about, when it first appeared in late 2007, was that it showed you all of your checking, savings, credit card, loan, and investment accounts in one place: the website. But before I tell you about the company, I want to say a little more about their app, and why I think it now outshines in the usability department.
#QUICKEN MAC CAN I CHANGE A BILL AMOUNT FOR JUST 1 PAYMENT AND IT GOES BACK TO NORMAL PAYMENT FULL#
I sat down with Pageonce founder and CEO Guy Goldstein a few weeks ago to get the full story behind the Palo Alto, CA-based startup, which has 60 employees and has raised $25 million from Morgenthaler Ventures and Pitango Venture Capital.
(The new iPad version of TurboTax works great, by the way-I finished my taxes in about two hours on Super Bowl Sunday.)īut I’ve now stopped using as well, and I’ll tell you why: Pageonce came along, giving me the ability to monitor all my accounts from an even simpler, more mobile-friendly-and most importantly, more technically robust-app.
Each spring, I use TurboTax to complete my federal and state tax returns. It wasn’t long before Intuit acquired, so the company didn’t really lose me as a customer. I stopped using it in 2008 after came along, giving me the ability to monitor all my accounts from one simple, attractive, mobile-friendly app. For more than a decade, I was a faithful user of Quicken, Intuit’s desktop personal finance program.
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