david8967

Verified purchaser

Deals bought: 51Member since: Dec 2021
1 stars
1 stars
Sep 19, 2024

Just doesn't work, support is lacking..

I tried to give this product a chance but after 47 days of some back and forth with support I am done being a beta tester for this cheqbook.

I started out trying to connect my two main accounts that just would not connect and errored out. I emailed support and didn't hear back for a couple of days and got a decent reply that also apologized 'First, not sure how I missed this ticket yesterday, but I did. We should have responded more promptly. ' Ok great, but then it just kept going down hill from there.

I would have to reply to get updates about accounts never connected, support would send an update test again, test again, test again still never worked. It seems that they are not very familiar with their own software to work with the vendor to resolve this on their own. I can understand part of that but instead of having the customer keep testing, work on your side to get it checked first. This part was very frustrating.

Finally after 47 days they said try again (9th time) so I did. Hey it moved one step further FINALLY but still didnt work. It shows the account in my list but when I tried to view it, it shows not sync'd and the register defaults to 1900-1999.

In poking around the software it resembles microsoft money from 1997, they need to focus a little more on the interface and layout to make it a little more friendly.

I would advise they review the support process, how they handle communications with vendors and work on this a little more so support understands how it works.

Founder Team
brianc

brianc

Oct 29, 2025

Thank you for your feedback. This is a great and honest review. Our number one pain point at Cheqbook is that we do not control the connections to financial institutions which can sometimes never connect, and occasionally just fail to stay connected. We are constantly working with our vendor on improving this but we know that for certain accounts it can be tough. That is the reason we have launched a new product that eliminates that problem and reduces the cost to our customers. Cheqbook upload allows cusotmers to simply upload transactions from any account into our AccuScore auto categorization engine and benefit from the rest of Cheqbook's easy to use features. Hopefully this is helpful to any other users with unsupported or problematic banks/accounts.

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