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Is Egg money manager safe and is it the best?

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essexsi_2
essexsi_2 Posts: 306 Forumite
in Budgeting & bank accounts
Hi all,

I am looking at using something like the Egg money manager to bring all my accounts in one place. Is Egg the only such program and is it safe to use, what with all the password info etc?

Thanks for any help.

Si
«1345

Comments

  • MABLE
    MABLE Posts: 4,233 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    essexsi wrote: »
    Hi all,

    I am looking at using something like the Egg money manager to bring all my accounts in one place. Is Egg the only such program and is it safe to use, what with all the password info etc?

    Thanks for any help.

    Si

    I have used it for about 2 years and have never experienced any problems at all.
  • essexsi_2
    essexsi_2 Posts: 306 Forumite
    Thanks Mabel good to hear it works!

    Its free for Egg customers so I think it might be worth opening an account with them just for the money manager.
    Or are there other possible as good or better options ?

    Cheers Si
  • Sagz_2
    Sagz_2 Posts: 6,251 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    MABLE wrote: »
    I have used it for about 2 years and have never experienced any problems at all.

    I can second that - I've used it for about 3 years. Very occasionally it has trouble loading one or other account but it's usually fixed within a few hours.
    Some days you're the dog..... most days you're the tree! :D
  • noh
    noh Posts: 5,817 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    essexsi wrote: »
    Thanks Mabel good to hear it works!

    Its free for Egg customers so I think it might be worth opening an account with them just for the money manager.
    Or are there other possible as good or better options ?

    Cheers Si

    take a look at this thread:-
    http://forums.moneysavingexpert.com/showthread.html?t=960163&highlight=accountunity

    Nigel
  • essexsi_2
    essexsi_2 Posts: 306 Forumite
    Thanks for the replies, especially the link noh.
    ewise looks to be the future! Just a couple of questions.
    Can you still do money transfers, set up standing orders and all the other internet banking stuff, or is it just balances?
    How do other institutions eg lloyds feel about people using such a program and are you covered if you suffer a fraud/loss? This could be substantial with all your finances in one place.

    Thanks for you help. Cheers Si
  • foolsgold99
    foolsgold99 Posts: 412 Forumite
    Part of the Furniture Combo Breaker
    essexsi wrote: »
    Thanks for the replies, especially the link noh.
    ewise looks to be the future! Just a couple of questions.
    Can you still do money transfers, set up standing orders and all the other internet banking stuff, or is it just balances?
    How do other institutions eg lloyds feel about people using such a program and are you covered if you suffer a fraud/loss? This could be substantial with all your finances in one place.

    Thanks for you help. Cheers Si

    Yip, you can do all that stuff. I've been using it for years and I love it. I would be lost woithout it to be honest
  • Paul_Herring
    Paul_Herring Posts: 7,482 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    essexsi wrote: »
    Thanks for the replies, especially the link noh.
    ewise looks to be the future! Just a couple of questions.
    Can you still do money transfers, set up standing orders and all the other internet banking stuff, or is it just balances?

    All it is, is a glorified password manager that has links that will automatically log you into the relevant banks' internet banking sites, but also shows your last balances:

    accountunity.png

    How do other institutions eg lloyds feel about people using such a program and are you covered if you suffer a fraud/loss? This could be substantial with all your finances in one place.

    They are generally against this sort of service, and some explicitly against it to the point they mention it in their T&C's
    Conjugating the verb 'to be":
    -o I am humble -o You are attention seeking -o She is Nadine Dorries
  • veryunsure
    veryunsure Posts: 249 Forumite
    I get a glitch when using Intelligent Finance - it says 'error in running scripts, do I want to continue?', I say yes and it works. This happens at every step of a bill payment and is a nuisance.

    Otherwise, I think it is fab!
  • tasty_snacks
    tasty_snacks Posts: 229 Forumite
    Part of the Furniture 100 Posts Combo Breaker
    wow, i've been needing something like this for years!!! my spreadsheet is a pain in the wotsit!

    would i be right in thinking that whist the screenshot above only shows balances, the links take you through to the actual account summaries etc?
  • Paul_Herring
    Paul_Herring Posts: 7,482 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    tasty_snacks wrote: »
    would i be right in thinking that whist the screenshot above only shows balances,
    Yes...
    the links take you through to the actual account summaries etc?

    No - better than that - the links automatically log you in to the actual banks' internet banking.
    Conjugating the verb 'to be":
    -o I am humble -o You are attention seeking -o She is Nadine Dorries
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