Tracking Investments & Assets

[Anonymous]

I use an excel spreadsheet to track value of each account. I update manually monthly.

I rolled over all my work accounts to one traditional IRA. I have more investment options for a cheap price that way.

[Anonymous]

We use Monarch connected to our brokerages. Been get hair with it for tracking our dozen accounts and has some analysis tools.

[Anonymous]

I absolutely love Monarch for tracking spending. I also use Boldin for our retirement software (DH and I are retired). I was using an Excel spreadsheet for years, but now that I'm often on the road, I much prefer having Monarch track all accounts and spending.