What APP to use to track net worth

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

Excel

likesmart

Personal Capital

likesmart

Yeah BAH mine struggled for a bit and is still sometimes inconsistent. Not sure about those specific accounts, but my Wealthfront sync issues were related to a new process on the WF side where I had to do something on their site and then it synced up with no issue. I know that’s generic but may want to some googling or log a ticket

like

I don’t. Have never really seen the need to use an app to add up a couple numbers

Personal Capital. Just have to deal with an occasional sales call from them, which I now just ignore.

Related Posts

Anyone have ceramic coatings applied to your car? What did you pay?

like

Does the 401k have to be transferred to D's plan? What do u guys tend to use?

likehelpful

What would be good upcoming cities to buy houses near bay area? Somewhere around 700-800k for 3bd house.

like

What is your favorite part about being a realtor?

like

How do you determine how much of excess savings to go into investments vs extra retirement? Already maxing my 401k but may have mega back door option.

like

Is there ever a circumstance where it makes sense to buy a home if you’re not sure you’ll be there 5+ years? What criteria would need to be in place for it to make sense to do that? Currently renting - paying too much - lease is up in Summer 2022 and trying to decide next move. See some townhomes for sale that look great and mortgage would be less than current rent.

like

What is the best Cash Back card and why? I dine out a lot and don't travel as much as i used to. Also, i kind of dislike rotating categories. No miles cards pls.

like

Help! I need to invest in a passive income but don’t know where to start. Any suggestions? 🙏

like

I’m super burned out, I just turned 28 years old have around 150k saved up, would taking a year off with no job lined up to travel the world be a bad idea? Part of me really wants to do it, but then part of me is scared. Tbh I’m the stereotypical guy who always played it safe when it comes to life and feel like this could be fun and different, any advice/recommendations would be appreciated!

like

X-bowl post. Looking to rent a house in Houston - Richmond, Sugarland area. Not finding a lot of luck on Zillow. Any other effective ways to approach this?
I'm not from Texas, so completely unaware of any local ways to handle this. TIA

like

My dream is to be a full time property investor (buy, renovate, build, sell, rent etc). I’m saving to buy my first property to fix up. Anyone have any tips to get started?

likesmart

I am selling a huge portion of my stocks this week to purchase a property. Mostly selling off the stocks which are over an year and with good profit.. however, there are few stocks (less than a year old ) which I think not doing so well and I am planning to sell on a loss. How can I use this to my advantage on my tax benefits?

like

How much did you save up before buying your first home (condo, co-op, etc.)?

like

Both me and my wife maxed out company match on 401K but are below the annual limit. What are our options now to take full advantage of the annual limit? Neither of us qualify for Roth IRA.

like

I have a structured settlement and I need cash now...

like

Sorry if this has been asked a few times but - relocating to Charlotte and looking for apartments, preferably in southend. Any solid recommendations or places to avoid?

Looking for a 1 BR - 2.4K a month or less.

TYSM!!

Is doge coin worth investing in?

funnylike
like

Does anyone here have a financial planner you would recommend? Ideally could do a flat fee consultation to help develop a plan. Thanks!!!

like

What are some things you look into about a company prior to purchasing their stock..

like

More Posts

Should I move from Tech to Consulting?
Are there any perks?
I am so demotivated with all the cons I see.

like

Why is this bowl empty? Ramadan got you down? Lol

funny

What is the culture of Salesforce practice within KPMG? How is it similar or different to rest of the company? Curious...

like

Heard that Adobe is moving from Salesforce to M365... Adobe has been a long time Sf client despite their marketing solutions are competitive in nature. Is this because SF is too expensive or the platform sucks big time?

like

VP, Social Practice Lead, $210k New York/Princeton

likehelpful

(In London) is the jump from SAM to AD more significant than AM to SAM? Would anyone mind sharing their specifics?

like

What makes a CD good?

like

Has anyone joined in Capgemini India (Hyderabad - base location) Capgemini could you tell me if u have recieved your laptops ?

like

Hi Sharks,

Which is better company to work for -
1. TCS
2. Capgemini
3. Zensar

Mern stack profile. Total 6 yoe+.

likeupliftingfunny

Hi all, I have a question for a friend. Can you actually list your duties on LinkedIn when working for Goldman Sachs?

Hi citi folks, what is the superannuation component in citi salary structure. Are there any benefits in terms of tax saving.

like

A partner that I work with has repeatedly called me by the wrong name. He has done it twice on a call with a client. I always correct him when it happens but it bothers me that he cannot get my name right.

like

How do I set myself up for success in the first 30 days of my new EA role? What questions should I be asking? How often should I be meeting with my executive? 2-3 times a week or daily morning touch base calls?

like

Is coforge will have more clients in hyderabad for Java..

Has anyone used MDLIVE before? Are the doctors any decent?

like

I am currently working in TCS having 3.5 years of experience. I have 2 offer one from Cognizant and another from Accenture. The fixed pay are same for both the company. So can anyone please suggest on which company should i join?
Accenture or cognizant ?

like

What's a first week "welcome back" activity or lesson I can do with elementary students (3rd and 4th graders)? Thank you!

like

Adult (over 25) and don’t know how to drive yet :( Does anyone know where I can take some in-car driving lessons in Dallas? Appreciate any suggestions! Thanks

like

Hi everyone! I’m having a rough week with interviews and PPCs.

Is there hope out there for ppl with ADHD to get promoted or have SR roles? Do you ever feel like your ADHD is what keeps you from being a top candidate ?

Asking for a friend AKA my brain 😞

like

So I just came across this on Facebook and I had no idea this thing I do is an ADHD thing.

…I need some doom box accountability and reduction.

Post Photo
like

Additional Posts in Personal Investment Chatter

Couple together making 250K, 401 K, Backdoor Roth, FSA - all maxed. What are the other avenues to reduce uncle sams cut ?

like

In my 30s, terrible with knowing anything about investing, have a few investments nothing crazy. Freelancing and getting a steady $4k weekly. About $40k in bank. Haven't maxed 401k or roth. Advice?

I’m cancelling my Amex Credit card. Recommendations on best cards for rewards/points and/or mileage?

like

Need some suggestions to start investing through brokerage account. I already have VOO and FXAIX through my rollover IRA account what else I can buy to diversify more, looking for minimum 5 years.

like

Is it good year to purchase a 2 BR condo in Chicago or does it make sense to wait for an extra year or two? Hard to predict the RE market for next 2-5y.

like

Grew my net worth from 0 to 230k in just over three years. AMA.

Post Photo
likeuplifting

Is this a good time to get an Arm mortgage?

like

How do you determine how much of excess savings to go into investments vs extra retirement? Already maxing my 401k but may have mega back door option.

like

What is the best Cash Back card and why? I dine out a lot and don't travel as much as i used to. Also, i kind of dislike rotating categories. No miles cards pls.

like

My dream is to be a full time property investor (buy, renovate, build, sell, rent etc). I’m saving to buy my first property to fix up. Anyone have any tips to get started?

likesmart

Anyone buying tomorrow’s Russia dip? Too soon?

smart

What are some things you look into about a company prior to purchasing their stock..

like

Anyone purchased a house without using a buying agent? What value do they add other than finding homes which I can do on zillow. First time home buyer here.

likesmart

I'm going back to consulting as a manager and just got hit with the notice about investments and not being able to hold anything with firm audit clients. My stocks are spread through index funds. How strict is this?

like

Need to get work done on a car that I’ve owned (paid off for a while). But pretty sick of putting money towards repairs. Should I switch to leasing (a low end car)? Do you lease or own?

The cure for low prices?

Lower prices.

likesmart

If I’m 24 and making just under 100k, what reading frequency and risk tolerance should I have for my portfolio

like

I would love to know about investing. What books or materials would you guys recommend? I want to understand the benefit of contributing to my 401(k) and ways that I can make money. I just don’t know where to start.

like

Can anyone recommend good investment options in Bank of America HSA account? I feel their funds are very limited compared to what I have seen from 401k and IRA. Anyone recommends your HSA account?