Anonymous wrote: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.

learn to use excel, fu<king boomer>

NP here and I love co-pilot. Super easy to use and maintain.

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.

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

Wow! Thanks for all the advice! I’ll look into these.

Monarch is awesome, has active support, and a community on reddit. We use it to track all our accounts and transactions.

Don't use co-pilot. It's terrible and planning to switch in the new year.

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.

Anonymous wrote:Empower

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.

I like NerdWallet.

Second for Monarch

How do you deal with two factor authentications while the data is being pulled?

Empower

I really like Monarch.

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.