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Description

Keep an eye on your account balances, transactions, investments, and credit while ensuring your privacy and safeguarding your identity for ultimate peace of mind. Refresh.me connects seamlessly with over 12,000 banks and institutions, providing you with a comprehensive overview of your financial situation. You can view all your transactions in one convenient location, and we’ll alert you if your spending habits deviate from the norm, helping you adhere to your financial objectives. Link your investment accounts to monitor the performance of your portfolio, all presented in a unified view that offers a broader perspective on your financial health. Analyze your historical performance and asset allocation to make informed decisions. By consolidating your account information, transactions, investments, and credit in one platform, Refresh.me offers you unique insights that are hard to find elsewhere. Staying on top of your financial well-being involves not only tracking your credit score but also ensuring your identity remains protected and your online privacy is managed effectively. Embrace a holistic approach to tracking your finances and gain confidence in your financial future.

Description

Handling finances can be challenging, but you don’t have to tackle it on your own. Rocket Money helps you enhance your savings, reduce unnecessary spending, gain a comprehensive view of your financial situation, and regain authority over your economic life. Say goodbye to unwanted subscriptions forever; Rocket Money swiftly identifies and monitors your subscriptions for you. With the assistance of your personal concierge, you can easily cancel any services that no longer serve you. You'll receive a clear and simple breakdown of your financial activities, allowing you to understand where your money goes and how to make improvements. Important notifications will keep you informed of events that require your attention, ensuring you’re never taken by surprise. By activating autopilot, you can save money effortlessly without having to think about it. Rocket Money adapts to your financial habits, ensuring the right amount is saved at the optimal times while helping you avoid costly overdraft fees. You also have access to your complete credit report and history, with alerts for any significant changes that could affect your credit score. Additionally, our concierge will pinpoint bills that have the potential to be reduced and negotiate the best available rates on your behalf, allowing you to focus on what truly matters. Managing your finances effectively has never been easier with the support of Rocket Money.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Trellis Connect No 

Integrations

Trellis Connect Yes 

Pricing Details

$12 per month
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Refresh.me

Country

United States

Website

refresh.me/

Vendor Details

Company Name

Rocket Money

Founded

2015

Country

United States

Website

www.rocketmoney.com

Product Features

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Alternatives

Alternatives

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