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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.

24mo ago
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SqueakyBagel
SqueakyBagel
Quizizz24mo

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

SparklyBanana
SparklyBanana
Qualcomm23mo

Is it safe ?

SqueakyBagel
SqueakyBagel
Quizizz23mo

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

SwirlyRaccoon
SwirlyRaccoon
Target24mo

Fi is decent

SparklyBanana
SparklyBanana
Qualcomm23mo

Do we need a fi bank account for it?

SwirlyRaccoon
SwirlyRaccoon
Target23mo

Yes, fold may also move that way

FluffyRaccoon
FluffyRaccoon
Games24x723mo

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
Qualcomm23mo

Does it track the expenses automatically from bank account?

JumpyHamster
JumpyHamster
Stealth24mo

Jupiter is also good

DizzyNugget
DizzyNugget
Microsoft24mo

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

QuirkyMarshmallow
QuirkyMarshmallow
Stealth24mo

Use Google finance. U just need to update when you buy/sell. Ofcouse only works for stocks, mf, crypto.

SnoozyWaffle
SnoozyWaffle
Stealth24mo

You can create account in value research online and track there

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