Hey everyone, looking to consolidate my personal finances into 1 dashboard. Not sure if this is doable but figured I’d ask. Here’s a breakdown of what accounts I currently have: Roth, Brokerage, 401K with Fidelity Brokerage with Robinhood Crypto Exchange & Wallet with Coinbase Brokerage with WeBull Federal Student loans Checking account Open to hearing any thoughts! #personal finance
Every Dollar and the USBank app
Fidelity has a net worth tracking tool under "Planning".
Can you link across multiple accounts though?
Yes.
Credit Karma
Health & Wellness
Yesterday
1670
I hate my f***** life
World Conflicts
Yesterday
378
Remember folks, all Israel wants is the hostages back
2024 Presidential Election
Yesterday
381
Crime is down
Tech Industry
Yesterday
964
Brother beaten severely as a kid. Doesn’t speak to dad at all now.
World Conflicts
Yesterday
997
Screw it. Don't care anymore. Let Israel take it. One state solution.
You can try monarch money which I use. I can give referral if you want. It’s also a budgeting app. Or personal capital but they spam you with phone calls when you sign up for that
Here is the referral which gives you a 30 day trial https://www.monarchmoney.com/referral/1fg88zk1ew
Ok thanks that’s good to have, do you feel that the app is secure if you’re linking all your accounts?