I happen to like Full View (albeit, I'm bit new to Full View, so don't have knowledge of how it used to work.)
But dang, it has got to be accurate, and sometimes it is not which is unsettling.
For example,
- my "Income" screen lacks some transactions (that were properly recorded in the Fidelity Accounts).
- Same with Network screen. Somehow, you show $20,000 less than it should be.
- In turn, the Retirement screen was messed up (because it didn't have proper Network (or is it Total Assets?)
Yes, I contacted Fidelity, but no action yet.
Anyway, something is askew in how Full View pulls over data from Fidelity Accounts. Not a comforting thought.
Can I rely on it or not?
Oh, Feature requests
- Split transactions in several subcategories. Especially for Cash / ATM withdrawals, but also for credit card purchase from, say, Amazon,
- Let us edit / rename the default top Categories list. Or just delete them. It's a fine general list but some of those default Categories are not relevant to me.
u/Captain_Eric1 — 7 days ago