ClarifyThe autonomous CRM that helps you sell more
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A Notion-Inspired Personal Finance Dashboard
As a to-track-everything girl I love that this product helps me structure my plans/expenses with super nice design and logic. Thank you that idea and make it real @vrampello @marc_finger @lorenzo_bellucci1 @amy_rizzo @ben_waterman
But definitely, such kind of things are easier to use with bank integration, but I guess that's a high-level separate app.
What's great
bank integration (1)design and layout (1)
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17 viewsGreat starting point. Looking forward to new features. But nice to see my assets in one place and not have to login to everything.
Also helps that I can add my other assets that don't have a good way to monitor value.
What's great
portfolio tracking (2)account aggregation (1)new features (1)
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14 viewsFew little things that I think can easily be solved (the UI seems to load funny once or twice). But connected some accounts and was able to get my portfolio in and easily view my investments.
What's great
investment tracking (1)portfolio tracking (2)
What needs improvement
UI issues (1)
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10 views
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