My Financé is a powerful tool that helps you understand your finances. No manual data entry, simple one-time configuration and intuitive default views make it clear where your money goes.
Duh, but most people probably can't tell you how much they spend on groceries per month, or how much they need to make per year to break even. I built the tool to make answering these questions trivial (even across multiple accounts).
my actual grocery spend:
2. I review my net worth. I used visit all my accounts once a month, write down their balance and drop it into a google sheet. Getting this 'for free' saves me about 15 minutes per month.
not my actual account balances :)
It's not free to use ($70 / year), though you can try it for 7 days to make sure it actually works with your accounts and things like that. We use Plaid for handling the connections to accounts.
One nice side effect is that I almost never have to log into my actual bank account and get served "ads" and "offers" from the people who already make money from me...
Fully featured sandbox to explore: https://demo.myfinancereport.com...
I use the tool in 2 ways:
1. I look at how I'm spending my money.
Duh, but most people probably can't tell you how much they spend on groceries per month, or how much they need to make per year to break even. I built the tool to make answering these questions trivial (even across multiple accounts).
my actual grocery spend:
2. I review my net worth. I used visit all my accounts once a month, write down their balance and drop it into a google sheet. Getting this 'for free' saves me about 15 minutes per month.
not my actual account balances :)
It's not free to use ($70 / year), though you can try it for 7 days to make sure it actually works with your accounts and things like that. We use Plaid for handling the connections to accounts.
One nice side effect is that I almost never have to log into my actual bank account and get served "ads" and "offers" from the people who already make money from me...
I'd love to hear any feedback!