Do you know any personal finance app better than Mint? My Mint messed up so badly and it takes so much time to clean up. Thanks!

like
Posting as :
works at
You are currently posting as works at

Personal Capital. It’s a free app and website like mint, but has more features regarding your net worth, investments and retirement. Message if you want a referral code. We would both receive a $20 gift card to Amazon.

The only thing I typically re-categorize is my dividends. Personal capital’s default has dividends received and dividends received (tax advantaged). I usually have to reclassify it to the tax advantaged one based on the account. Most people probably don’t care, but it’s a way for me to help estimate my taxes at the year progresses. That and Venmo transactions.

like

EY1, is this a new app which is why they're giving out $20 gc? I've been using mint too and agree with other comments, plus some days it takes forever to refresh/updates accounts.

Why is your emergency savings so high and is it related to the risk that your pets could no longer dine on solely caviar is misfortune befell you?

funny

I’m hoping to find the right house for me to purchase this year, so it includes my down payment. My pet expenses are high this month because I paid for a year’s worth of pet insurance at once. It was cheaper to pay it annually than monthly.

like

PwC - This is the screenshot related to the ETFs and mutual fund expense ratios I was talking about.

Post Photo
like

Dude same. Mint is so bad, it’s like they haven’t updated it in years and it’s riddled with ads and crap. I just want a free alternative

DM if you interested in trying out Personal Capital. It does take some adjusting as you may be used to Mint’s dashboard like I was. Personal Capital has the sections on the dashboard that I highlighted in yellow. You can go into any section for more detail.

Post Photo

I use YNAB and it has been a game changer

Ditto for YNAB^

I like Truebill

Related Posts

Thinderstorms make me feel revitalised and fresh, please tell me I’m not the only one who loves a good thunder crackle and juicy lightning strikes.

like

What is min and Max salary package and perks a Microsoft azure technical consultant with 11 years of experience can get in Mumbai?

like

What is Grade 11 in NTT data? And what is the salary range?

Hi all,

Any one know about company sapiens in bangalore.

I want to know how the work life balance and work culture and policies .

Plese provide your comments

like

If you got your MBA, were most of the students interested in startups sponsored or already wealthy? I have a feeling that startups / entrepreneurship in MBA school is not for the middle-class

like

Raise your hand if you are surviving the holiday season! 🙋‍♀️

like

Larsen & Toubro Infotech https://r.ripplehire.com/s/bhTDL BA + corporate Banking having 10 +years of experience Can apply above for LTI Larsen & Toubro Infotech

Any companies that you know of that hire those without consulting background?

Looking to make a career switch into consulting or IT type role. Any help is appreciated!

like

Hi
Has anyone received offer from
DBS Bank through DBS Develop{h}er Recruitment

PwC PS - how’s the transition going?

funny

Thought/question I have been wondering for a while below.

I am about to start looking for engagement rings…. Thoughts on finding a jeweler that also sells Rolex’s and possibly try to get a bundle deal (looking for spend around 20ish k on the ring and just a datejust for the watch)?

I am in NYC but open to surrounding areas if anyone has any jeweler suggestions.

No idea if this is a stupid thought but figured it would be worth seeing if anyone has any experience or thoughts on this. TIA.

like

Has anyone taken one of those online executive courses, like the Harvard Extension School offers? Looking to use my $5k of tuition reimbursement and already have an MBA. Worth it? Best programs?

like

Hi. I am an A2 working in tax out in the MidWest. Looking for M&A options as they are currently limited were I work. Any opportunities out there?

like

Hi all, I recently purchased a commercial property at WTC, Noida. As I look to grow my portfolio, I spoke to my consultant to see if I could get better prices. He worked with the sales folks at WTC and said that if multiple buyers come in, he could work out a deal. Wanted to check if anyone is interested? I could potentially get him to set up one-on-ones to help explain the commercial real estate market. Even if this property doesn’t seem interesting, I think an interaction wouldn’t hurt.. contd

like

Best resources (books, online courses) to learn theoretical part of sales process?

like

Who practices corporate? How did you make the decision? Pros and cons?

like

Anyone know what a financial analyst at Apple makes in the bay area? Numbers seem inconsistent online

like

It's been a month n half since I got the offer and my joining is in mid of October. I dnt know why HRs of GDS are so inefficient, they dnt call/reply to your mails incase you have any queries...Seriously I have never seen such an unprofessional HR team..
I asked for Location change a month ago, and yesterday got to know that the HR who was handling my case left the org, now they will reconsider my request post my multple mails n calls...
1 more thing when will I get onboarding details..

like

Additional Posts in Accounting

Anyone else Captaining their Career away from GT this summer too? I mean besides the 4 seniors who have already left my office.

likefunny

Is having a CIA and CFE with no CPA worth it?
Is this looked down upon? Planning to just stay in forensics or hop back to IA down the line

like

It's sad that public accounting is used as a stepping stone. It's a great job, but working 60-70 hours a week is not acceptable. Just because you did it (management) doesn't make it justifiable.

like

Question is the accounting n consulting fishbowl app the same

like

Partners or whomever can help me understand about billing and hours. To keep things simple, let’s say you only have one staff to work 1,700 billable hours a year on a $60k salary and you have only one job that and the rate charged to the client is $300/hour and an projected hours budget of 1,700 hours. So ideally you would have revenue of $510k. If the staff takes less time partners make less money and if they take more time partners make more money while the staff keeps the same salary?

like

Can anyone at RSM tell me what your holiday schedule is for this year/do you close down at YE? Received an offer and says there are ten total holidays; but BDO offers 12 (YE closure included in the #)

like

How long did it take you guys to get your CPA once you passed? I am in California and I started the process in October and they still haven't issued me my license.

like

Do you record your unbillable time? I have had conflicting responses. I have been told it's not good for efficiency calculations but others have told me if your still doing work let people know. For example, I get weird international stuff sometimes that not everyone gets (I think maybe? ) and I need to reread the 5471 rules or 8865 rules as I do the returns. I have been told not to bill for this but if I didn't have to spend time to do such things my billable hours would be higher

like

Pursue manager promotion in core tax compliance or pursue transition to M&A tax but remain SA. I am a Macc CPA.

like

How would you improve K-12 education?

like

Has anyone here had any experience with Eisner’s Outsourced Services department? I’m looking for some insight.

like

Anyone know what comp and wlb are like at FAANG companies? Is the wlb worse than other industries?

like

I actually am looking for a girl roommate in Pittsburgh, walking distance to downtown starting January. If anyone's interested comment below👇🏼

like

cover letters to apply to Big4 in other markets, yes or no?

like

What to say on compensation calls? They give u the numbers. You say ok. What else?

like

Anyone ever thought about turning down a job offer because their office looked like crap? Think 1980's old school office.

like

How much do you earn and how much are you able to save each month / year ?

like

Anyone done early promotion from senior to manager? Promotion to manager after 2 years at manager, 4 in total. What was the process like? I am going through it this summer.

like

Drove behind an EY3030 license plate today...sounds about right.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal