Anonymous wrote:

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

Found the AWS employee.

What? No, I'm a regular person that moved to copilot once mint shut down. It does not update my accounts right often, and I have to constantly re-upload and re-verify the accounts. Some of them just don't connect at all.

Anonymous wrote:I use excel.

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.

Why do you need investment account balances updated daily? I use a spreadsheet that I update quarterly. It takes me 10 minutes. Account aggregators just create another potential attack vector for hackers.

Kubera is great for investments (and related documents) and tracking account balances.