re: Replacing Mint budgeting. Need recs

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Normally look a couple of times a week, looking at investments and net worth. A little budgeting just to see where things are going, but nothing too heavy. 5 different investment platforms 2 banks 2 mortgage companies My biggest thing is home values being pulled automatically for net worth reasons. Reason I was asking if Simplifi does that, but can't find the answer anywhere. See a post from 2020 where people said you had to manually add home values, but that was 4yrs ago and they may have intergrated zillow or the likes by now.

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I can understand why you’d want everything updated dynamically, but I feel like home value is in a whole differently ballpark than the other assets that compose your net worth. You’ll have all of these cash and investment assets that are stated at face value and/or actively traded valuation, in which case the dynamic updates reflect true current value, and then a relatively illiquid house asset that may or may not be in the same ballpark as the Zestimate.

If you’re tracking net worth over time, I feel like you’re likely to see a fair bit of noise from home value fluctuations that don’t necessarily correspond to anything actionable. I don’t feel like you’re getting any benefit over manually updating/assessing home value on an annual or quarterly basis. But your mileage may vary.