Melissa
Seattle
I've been using Waltio for about six months to keep all my accounts in one place. The dashboard is pretty clear, and tax reports saved me a lot of time this April. However, syncing with some of my smaller investment platforms occasionally lags, which is a bit annoying. Customer service replies quickly, though, which helps a lot.
kate.l
Austin
The app works fine but sometimes loading data from my accounts feels slow. Still handy for taxes though.
davey_89
Portland
Sync takes longer than expected.
Mark T.
San Francisco
Waltio has streamlined my personal finance tracking, especially with investments spread across several brokers. The tax report generator was a life saver during tax season. I did notice occasionally the sync with cryptocurrency wallets took longer than expected. Customer support was responsive though, so that eased my worries.
lisa_b82
Atlanta
Quick and intuitive app.
Anna
Denver
I've been using Waltio for tracking my investments and overall finances. It works well most of the time, but sometimes the app takes a while to refresh data from external accounts. Despite that, tax reporting was straightforward this year.
sarah.m
New York
I started using Waltio last year to manage various accounts and investments. The consolidation feature is quite powerful, and the tax report tool really helped me avoid mistakes. However, I ran into a few bugs with importing data from less common sources which made me double-check some figures. Support was helpful but it took a couple of days to respond. still a valuable tool for someone like me juggling multiple finances.
trader_nick
Chicago
Using Waltio for a few months now. It's great for consolidating accounts and tracking my portfolio, but the interface can be a bit clunky when switching between sections. Still, overall pretty helpful for tax purposes.