Is anyone aware of any Finance apps that have a Hargreaves Lansdown connection/feed?
I use Quickbooks (with banking feeds & rules) to get an automatic overview on my personal income/expenditure…
I’m now wondering if there’s a good app that has connections to a good amount of finance apps (most importantly Hargreaves Lansdown, but generally - banking providers, fund investing companies, p2p, crowdfunding etc), that will automatically be able to provide an overview of total assets?
As part of the income/expenditure exercise I did, I found that MoneyHub and Pocketsmith do, but I’m not keen on their layout.
Similarly, I’ve reviewed the following but they don’t have HL connections: Sync, Onedox, Tink, Chip, Bankin, Plum, Grip, Emma, Money Dashboard, Yolt, Buxfer, YNAB.
Thanks!
n.b. I’ve asked HL but they said that because the connections aren’t something they provide nor authorise, it isn’t something they can disclose.
Although I don’t use Lumio yet (I have it downloaded, but haven’t fully got into it yet), it has been my favourite personal finance app I’ve come across so far.
I like how you can see the top merchants and top categories each month. One thing that would be useful is if you could compare monthly spend for merchants and categories - I guess in a P&L-esque format. I.e. I dont really pay much attention to how much I spend
on groceries each month, but if I could see a monthly comparable, then I feel that is when I could get actionable information. (i.e. It is very easy for us as people to steadily incrementally increasing spending by category each month without ever realising,
I imagine).