PFMs
Intuit's flagship product; The first PFM
What is Quicken
When a bank/credit union covers the payment when you have a negative balance
Overdraft Fee
Promised update interval
How long is 6 hours?
very professional
Who is David Zhang?
Has been to 11 national parks and counting
Who is Royce
PFM with a loyal fan following on Reddit
What is YNAB
what is the Rule of 72
Highest valued Plaid client
What is Google
Is a mixologist on the side
Who is Stephen
Owns a Maltese named after an Incredibles Character
Who is Nick
Largest PFM by Active Items
What is Dave
savings vehicle that requires a minimum amount to open, has a short term, and restricts the number of withdrawals you can make
What is a CD
Resulted in shipping 28 quality improvements and closing 200+ Zendesk tickets
Climbs mountains in their free time
Who is Ayelet
Broke two chainsaws during quarantine
Who is Anton
The fastest growing PFM in the mid market sector, inspired by unwanted subscriptions and named after "a pause or gap"
What is Hiatus
risk management strategy that mixes a wide variety of investments within a portfolio
What is Diversification
High growth PFM that enables consumer to make custom categorization rules and overrides
What is Copilot
Has multiple motorcycles
Who is Skylar
Danced competitively at some point in their life
Who is Yulia
New York bank that offered online home banking services using the videotex system as early as 1984
What is {Chase Manhattan, Citibank}
best stonk to own
What is $GME
Really wanted Optional Products
Who is MoneyLion
Is gaining expertise on lock picking
Who is Aaron
Has collected 25 Michelin Stars
Who is Richard