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.
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.
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.
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.