Anonymous
Post 02/25/2026 14:50     Subject: Re:Best software for financial tracking
Anonymous wrote:We were a mint to monarch family for tracking expenses, etc. My work offered us origin for free so have been using it. Its been pretty good and has an AI function that can make recommendations . I have been messing around with the forecasting and budgeting and its easy to use. I think you have to pay a fee and their target marget is to offer as a benefit through companies that have stock portfolios employees.


Wait does origin track RSUs vesting correctly?? This is my main gripe with Monarch
Anonymous
Post 02/25/2026 13:51     Subject: Re:Best software for financial tracking
We were a mint to monarch family for tracking expenses, etc. My work offered us origin for free so have been using it. Its been pretty good and has an AI function that can make recommendations . I have been messing around with the forecasting and budgeting and its easy to use. I think you have to pay a fee and their target marget is to offer as a benefit through companies that have stock portfolios employees.
Anonymous
Post 02/25/2026 12:19     Subject: Best software for financial tracking
If you have a spare laptop or computer to use as a server then hosting Actual Budget is great (and free). You can get the capability to import transactions from your bank accounts for $15/yr.
Anonymous
Post 02/25/2026 11:26     Subject: Best software for financial tracking
We use Monarch. It’s the best of what we’ve used but I’ve found nothing is perfect. Mint was the best because they used their own APIs vs using Stripe which disconnects a lot to save $ on API calls.
Anonymous
Post 02/25/2026 11:08     Subject: Re:Best software for financial tracking
I've used Empower (formerly Personal Capital) for years. It automatically ingests all of your financial data, categorizes it, analyzes it, etc. for you. It's free.
Anonymous
Post 02/25/2026 06:52     Subject: Best software for financial tracking
I am having a hard time tracking down l the accounts including investment and financial accounts. Is there a good software ( free or paid) that does this so I don’t have to create spreadsheets? I have heard of quiken, anything else you like/recommend? Thanks.