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Started By
Message
Money management tools similar to Mint? Help wanted
Posted on 10/2/15 at 7:37 am
Posted on 10/2/15 at 7:37 am
So I have a mint account I've been using for a few years now and just about everything will sync with it...credit card accounts, checking accounts, 2 savings accounts, IRA, 401K...but it can't find my bank for the mortgage information. Is there a way to input things manually in there?
3
Posted on 10/2/15 at 7:59 am to Powerman
Personal Capital works well if you are trying to track your entire net worth instead of track expenses/budgeting
Posted on 10/2/15 at 8:11 am to Porker Face
I'll try that. I don't like that mint uses zillow. Very unreliable. They're off by about 50K on the value of my house. 
Posted on 10/2/15 at 8:50 am to Powerman
PC also uses zillow but you can also add a manual entry for your home value if you prefer.
PC also offers financial management and investment services (IRAs or regular investment accounts). Their fees are very competitive and you are direct owner of your stocks instead of through funds but they will diversify your portfolio just like a fund is setup based on your specified risk tolerance.
PC also offers financial management and investment services (IRAs or regular investment accounts). Their fees are very competitive and you are direct owner of your stocks instead of through funds but they will diversify your portfolio just like a fund is setup based on your specified risk tolerance.
Posted on 10/2/15 at 10:57 am to notsince98
They require 100k min to to invest though
Posted on 10/2/15 at 2:00 pm to BoatSchoolTiger
quote:
They require 100k min to to invest though
Like that is an issue for anyone on this board.
Posted on 10/2/15 at 2:46 pm to notsince98
This isn't the OT
Posted on 10/2/15 at 3:07 pm to Powerman
Fidelity has their tool up and running. The investment portion of mint has always been the most lacking for me and I'm hoping Fidelity will be good enough at everything else to make up the difference.
Posted on 10/2/15 at 3:08 pm to BoatSchoolTiger
quote:
This isn't the OT
Yeah
I wish I had 100K in disposable cash sitting around
Turns out they added my lender now so I'm able to update everything.
Posted on 10/3/15 at 7:11 pm to Powerman
I think you can send a request for them to add it.
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