How do you track your financial health (net worth, savings rate, etc. )

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Monarch to consolidate and look at big picture. I import transactions monthly from Monarch into my own Excel workbook.

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Great - will explore. Thank you!

I simply use Excel.

I have problems with every online platform I use not being able to track at least one account, because they don’t connect to this particular bank or that brokerage firm.

I set it up in a way where a lot of it is automated, so it’s easy to manage.

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So do you give them your account info or tie in your account to this?

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NerdWallet is god at helping track at your net worth and cash flow

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Not if you have Fidelity accounts. The platform they use for tracking accounts doesn’t connect to Fidelity anymore. Not sure why they would make such a boneheaded move like that, but it is what it is.

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