@nikhil Wanted to belatedly reply back and let you know that I'm using #Simplifi now. Auto-retrieving and categorizing transactions from all of my bank and investment accounts is essential for my budgeting, bill planning etc - I have too many to manually keep track of and not enough braincells to be across it without the insight. Very good price and very helpful. Sorry I didn't get back to you earlier with this response and thanks for the info re #Pockity.