Wow, really great – SoFi - Banking and Investing Review

Update: although I love SoFi, I have to lower my rating because they have completely stopped crediting me for referrals.. they actually owe me over $1000 in successful referrals. I might have to take further action on this. - SoFi is my new favorite financial management app. I’ve been using Wealthfront for years but SoFi offers some really useful features that Wealthfront lacks. It’s not perfect.. doesn’t support all my accounts and I wish it would open right into my Relay view by default, but for the most part I’m really impressed by what I’ve seen. As for suggestions, I wish I could tag multiple transactions at once and have it automatically tag similar items! Doing it manually one by one is time consuming. Also it categorized incorrectly a lot of transfers as income/expenses. Wealthfront had that issue too but at least SoFi makes it easier to correct it. Also would be nice if it could track current home value based on Redfin estimate like Wealth does, not a big deal though.
Review by mrAssman on SoFi - Banking and Investing.