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/biz/ - Business & Finance

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1776404 No.1776404 [Reply] [Original]

I've been using Excel and OneNote for so long what kind of programs or apps do you guys recommend for keeping track of your personal finance?

>> No.1776509

>>1776404
Mint for tracking values and Excel for projecting them.

>> No.1776513

>>1776404
Excel mostly.

Mint refuses to track my bank account for some reason, but I can download my statement log in CSV, so it doesn't bother me too much.

>> No.1776515

>>1776404

Pen and paper.

Or you can be a millenial snowflake and buy one of those faggy apps.

>> No.1776598

Excel is your best bet. Easy to customize to fit your needs, especially since you've been using it for a long time already

>> No.1776600

For the life of me, i cannot get excel to retrieve dividend data from etfs. Stocks work fine, but no vnq, vym, vpu...

>> No.1776618

>>1776404
vanguard.com and bankofamerica.com

>> No.1776620

>>1776404
I make enough money that I don't care.

I look at my bank accounts once or twice a month and see if they're higher then what I remember them being before.

>> No.1776624

>>1776620
Pretty much this. I only look quarterly.

>> No.1776648

Dollarstore notebook. Im a year away from even starting investing so its just basically tracking spending. Yes I am pleb.

>> No.1776668

>>1776404
Fidelity does a pretty good job it's like mint but no adds.