{ "media_type": "text", "post_content": "Curious (and newbie here) what apps do you use to effectively track NW? These also to be more careful around expenses or any other benefits?", "post_id": "60fd6d74bdc01300206a48c0", "reply_count": 8, "vote_count": 1, "bowl_id": "59064a3cb12379001006592c", "bowl_name": "Personal Investment Chatter" }

Curious (and newbie here) what apps do you use to effectively track NW? These also to be more careful around expenses or any other benefits?

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Google sheets 🤙

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Excel

funny

Since I invest with Wealthfront, I just track everything in there

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Personal Capital and Wealthfront. Personal Capital for tracking actuals and setting your budgets. Way better than Mint. Wealthfront for its Net Worth projection tool.

helpful

Personal capital and mint are big ones. Personal capital I think uses your info more aggressively, but also is better at modeling when you take your types of retirement (Roth vs traditional), so does better models. Mint is more friendly to me. I do most of my modeling in excel, though.

Google Sheets mainly because if you use 2FA (which you absolutely should) for brokerage and bank accounts they don't play well with aggregators like Mint or Personal Capital.

Personal capital as others have mentioned. Feel free to DM for a referral and we both get $20.

Those using google sheets, care to share your model?

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