![]() I’m convinced this approach is the best of both works for those not afraid to mess with a spreadsheet. ![]() Comes with templates but it’s in a spreadsheet so you can add in categories and customize.įor instance, I have a PivotTable which pulls all work related expenses in and then compares them to reimbursements to make sure everything got submitted. I’ve been using Tiller for the past year and it’s pretty great. This will never be a popular answer, but I still contend building your own spreadsheets is the best way. Great discussion so far & appreciate all the ideas. Has anyone tried accessing Plaid data as a consumer to create their own spreadsheet feed? I like spreadsheets, but looking for something easier. I wonder if Fidelity has limited access to drive more traffic to their own proprietary offering (Full View), which unfortunately is only available online with a limited feature set and no app. Most of us on here seem to use Fidelity/Vanguard/etc. Unreliable access to certain financial institutions is a big issue. (I'll update if it starts showing transactions later in the week.) Monarch has alternate aggregators, but it seems the one they are using that works with Fidelity doesn't work all that well as it isn't showing my individual transactions, just the account totals, which isn't good enough as I'm using Fidelity as a bank account with their cash management product. I just made a 30 day trial account with Monarch, a Mint alternative/ clone that costs 10 dollars a month, and, unfortunately, it seems Fidelity has chosen to not allow access by Plaid, which I think is the biggest aggregator that Mint alternatives use behind the scenes. EDIT Manually changing the account to "cash management" an waiting 24 hours seems to have cleared up the issue )Īt any rate I made the account so I'll try it for 30 days, the 30 day trial link is on their reddit. (I'll update if it starts showing transactions later in the week. Monarch has alternate aggregators, but it seems the one they are using that works with Fidelity doesn't work all that well as it isn't showing my individual transactions, just the account totals and what investments I have, which isn't good enough as I'm using Fidelity as a bank account with their cash management product so I need to see the bill payments coming out of the cash management account. I just made a 30 day trial account with Monarch, a Mint alternative/ clone that costs 100 dollars a year, and, unfortunately, it seems Fidelity has chosen to not allow access by Plaid, which I think is the biggest aggregator that Mint alternatives use behind the scenes. ![]() The Mint mobile apps have always been missing some basic features that the older web version had, so I'm not exactly confident that Intuit will be transitioning Mint users to a product that works as well as the product they purchased from the original Mint owners.
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