Curious what apps everyone uses to manage all their finances, like bank accounts, employer 401K, RSUs, individual investing etc. Mostly curious if people tend to consolidate and have fewer accounts (Ease of use/management, but all eggs in one basket) or use a variety (Hard to manage, lower risk profile) Here is mine: Bank - Chase, WF RSU - Morgan Stanley Employer 401K - Fidelity Investments - Robinhood Crypto - Binance and Coinbase Obligatory TC - 280K #finance #investments #personalfinance
Google spreadsheets
Looking at 12 different finance apps on my phone right now. About 20 accounts
Use Personal Capital for a single aggregated view across all accounts. It’s quite nifty and free to use. (There are of course other apps that do that too)
I use Google sheets for net worth tracking, YNAB for budgeting, and personal capital for tracking asset allocation across all investment accounts.
Fidelity and Excel, plus some custom stuff I wrote for fancy d3js
Personal Capital for investment tracking and Truebill for budgeting.
L5?
Yep