Has the need to find a new personal money management tool caused anyone to want to try to simplify/consolidate their finances to fewer accounts?
I do free basic personal money management instruction to friends and acquaintances,, and one thing we do early on is try to simplify as much as possible all the accounts that a person has. I myself have just 8 active accounts (Schwab brokerage/IRA/solo checking/joint checking, Chase Sapphire solo CC, Southwest Visa joint CC, Venmo, PayPal) … Read more