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Any recommendations for an app that will update your investments and expenditures on a daily basis?
I used to use something I think called Mint but that was 20 years ago, but that was a website and not an app on my phone. Thanks for any recommendations. |
| I really like Monarch. |
| Empower |
| How do you deal with two factor authentications while the data is being pulled? |
| Second for Monarch |
| I like NerdWallet. |
Empower is great if it connects to all your accounts. They stopped working with some of mine a couple of years back so I switched to Monarch. So far, so good with that one. |
| If you have any fidelity accounts, Fidelity Full View can link to external accounts and became the Mint replacement for me. Not focused on tracking transactions, more of a big-picture snapshot. |
| Don't use co-pilot. It's terrible and planning to switch in the new year. |
| Monarch is awesome, has active support, and a community on reddit. We use it to track all our accounts and transactions. |
| Wow! Thanks for all the advice! I’ll look into these. |
| I've just been looking into monarch. Someone said it's very complex, and not being tech minded I don't know if I will like it. I want to manage my budget and keep track of expenditures, but also have one place that tracks ALL of my accounts so I can have a snapshot view of them all. Is this something this app does? Is it intuitive or hard to learn? Thanks! I have a promo code for 50% off for first year if anyone wants it |
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Don't laugh, but I still use pen and paper.
I don't have many accounts (529, two Roths and two investment accounts) and most credit cards are locked until I need to use them. Monthly living expenses have not changed in years. |
| NP here and I love co-pilot. Super easy to use and maintain. |
learn to use excel, fu<king boomer> |