I've never been a fan of sites that aggregate data by logging into sites and downloading stuff for you. Some places do it in a way where you don't directly give the 3rd party your login info which is better but still for me the benefits just aren't there.

I guess what do you really want? If you got a ton of credit cards and accounts you use, then there may not be any easy option other than use a 3rd party to get your data.

Right now we are trying to use one card and put everything on it and see where we are spending money. It wasn't a concern while working but now married and retired I'm trying to get a handle on our expenses (better late than never).

While some people seem to obsess over monitoring their investments and net worth, I never thought it was that important. The ups and downs can be painful to watch.

I can recall years ago trying to use Microsoft Money and I just gave up because it seemed like too much work. Kind of like when I was a kid and my mom would spend a ton of time trying to balance her checkbook because she was off by a penny. I just glance at the statements to look for anything that looks suspicious.

Good luck.

Retirement Investing FAQ

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