Monarch Money

“Love a good dashboard. In fact, I am somewhat dashboard-obsessed at the moment. I need one-stop-shops to look at the categories of my life and contain the chaos in my head. This platform is my money-category, chaos-crushing dashboard. I should add it's dummy-proof. If I can get it to work for me, certainly you will be able to get it to work for you. The UX is very intuitive. During tax season, I gave access to my bookkeeper, a diehard Quickbooks person, and she was an immediate convert. They just launched a "Plus" level that allows you to separate business and personal. I'm sure I need that, too, but haven't tried it yet. Stay tuned.”

“from the team that made mint. it’s not free, but it’s ad-free and well worth it (at the lower tier plan - not convinced of the value of the higher-level plus plan at this time, but i’m not a small business owner.)”