Great service with just a few flaws
Two years ago, I wasnt able to leave a very positive review, but Moneytree has improved by leaps and bounds—I think I will be using it frequently now, perhaps especially the Web interface since I prefer to do any serious banking on a computer. The web interface for Moneytree is amazing, with the exception of a couple issues that can be worked around.
Ill cover anything that may signify a flaw, in my opinion, for both web & mobile here. These things are what detract from a 5-star rating for me.
1) Mobile/web: when starting to use the service, it still only imports a year or so of history, even if more data are available from the bank. If they want to offer the utmost utility to all users & give people a good first impression, they shouldnt limit this.
2) Web state/navigation continuity: if you navigate to a page in transaction history and then tap see more, then modify a transaction type for something below that fold, the page refreshes and is collapsed again (i.e. the thing you just edited is hidden).
3) Web search: cant search over your entire transaction history. In fact it appears that it could be limited to 1 month (the currently displayed month), but not too sure.
4) Mobile/web: it would be nice if I could nickname accounts (i.e. change the display name). As a native English speaker able to speak Japanese but not accustomed to kanji, less kanji is better—so Id like to change the labels of accounts that currently seem to be prescribed by the bank (matching the banks product names in Japanese).
pizza_dough about
Moneytree 家計簿より楽チン, v1.15.1