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[quote=Anonymous][quote=Anonymous]I use excel. [/quote] i use google sheets, with dates as columns and each account + account category (retirement, cash, brokerage, 529, liabilities, etc.) as a row. i don’t want a single site to have access, even if it’s view-only, to all of my accounts and passwords. I manually update balances each quarter, and have formulas that sum by category and show growth over time. Sometimes I get more detailed on other sheets, like with individual stocks and funds but that’s time-consuming. [/quote]
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