How have you used investing and money management apps?

I have seen a lot of applications for investing and money management, including ones that purport to be able to handle your investments. For this work, I have also observed folks sticking to spreadsheets.

I am interested in knowing which apps you use, how you like or dislike them, and if you have any strong recommendations for financial management applications or the contrary.

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The term “financial management” is incredibly ambiguous. What are you hoping to achieve?

Managing investments is quite different from creating a budget and monitoring expenditures.

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When researching this, I have definitely heard the term “financial management” quite a bit from people I speak with. I am basically talking about apps that assist with investment management and portfolio valuation. :palm_up_hand:

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Examine EquityStat. Easy to use interface. able to track mutual funds, etfs, and equities. records the purchases, sales, and dividends you make.

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These days, all that matters to me is the amount in both my savings and investment accounts. It was a lot of work for me to track my monthly spending back then.

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I track it all on google sheets, update it maybe once a month or so.

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Along with this, I also enter my current credit card balance. I like to mention it even though I pay it off each month so I’m not fooled into believing I have a higher NW than I actually do. :100: