Grapevine
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FluffyRaccoon
FluffyRaccoon
Games24x7

Spend n investment tracking

Any recommendations on what to use for monitoring all spends n investments across my accounts? Do you folks use separate apps for spends n investments or do u do thru one app? Currently track investments thru excel sheets by getting data directly from the MF sites but is tedious.

17mo ago
Find out if you are being paid fairly.Download Grapevine
SqueakyBagel
SqueakyBagel
Stealth17mo

Use fold.money - its a pain to get the invite code but its great to start with.

SparklyBanana
SparklyBanana
Stealth17mo

Is it safe ?

SqueakyBagel
SqueakyBagel
Stealth17mo

Yeah they have a good privacy policy and it is safe!

SwirlyRaccoon
SwirlyRaccoon
Target17mo

Fi is decent

SparklyBanana
SparklyBanana
Stealth17mo

Do we need a fi bank account for it?

SwirlyRaccoon
SwirlyRaccoon
Target17mo

Yes, fold may also move that way

FluffyRaccoon
FluffyRaccoon
Games24x717mo

I started using IND Money after going thru reviews and found it was really good for a one stop solution to track all my investments

SparklyBanana
SparklyBanana
Stealth17mo

Does it track the expenses automatically from bank account?

JumpyHamster
JumpyHamster
Stealth17mo

Jupiter is also good

DizzyNugget
DizzyNugget
Microsoft17mo

For mutual fund you can mf central app created by karvy and mycams. Then grow can be uaed to link to mfcentral.

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