How I Manage 28 Financial Accounts in One Free App

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

[bermanalberto]

Thanks a lot, this was exactly what I was looking for. I just subscribed to your channel, since it seems to be really good and more importantly, honest content.

[TessMDTV]

This was an amazing video! Thank you so much! You broke this down so well for those of us who are shall I say…..”a little older”🤩👍🏾

[jacobside]

This is game changing for me with budgeting

[shannongaw]

Thanks. Good video. Would love to see one on managing investments with Quicken.

[bubbaburke]

We use our credit card for monthly purchases and pay this off with our checking account. Are cash flow and expenses "smart" enough to recognize that this payoff amount is not another expense?

[roguejester]

While I love this app there is one account that the app/website cannot access as is it not allowed, the Thrift Savings Plan for federal government employees. To be honest, TSP will not allow any 3rd party aggregation site to access their data. So that is a issue to be aware of if you have a retirement account in the TSP.

[averageguy]

This is great! But (and I might have missed this) how do they make their money? Are they like Google and mine data?

[lw]

Nice to know! thanks for wonderful class!

[bizzfo]

So it begs the question, if it’s free how do they make money? Are they “selling” your data. I’m sure they are in some fashion.

[BadAssDude]

Do you still stand by this program as being the best for managing multiple accounts? Awesome video, by the way - I figured something like this should be out there by now.

[jenniferdoyle]

important to mention that this is for US citizens only, wish there was something similar for Canadians

[lovplaytn]

Is there a way to change accounts sequence? Also putting all manual accounts under one Manual Bank heading? Thanks!

[rabieah]

Very nice and educational. If you just subscribed to Personal Capital, is there a way where you can pull the data from previous year to do comparison? I tried to do on my credit cards or investment accounts, but only pulled few months!

[tomop]

Do they sell your Personally Identifiable Information?

[morganfbilbo]

Your opening statement was about how to manage multiple accounts. That's what I use a spreadsheet for. Or more than one. But you can actually create one huge spreadsheet with many "sheets". And a final one that recaps all others. You don't need anyone else to show you how. Just use your common sense and logic. Of course, you must like math. LOL

[kelseyg]

Are you still using this platform? Does it support data imports for transactions and historic account balances?

[el-hplj]

can you link indexed variable annuities from Prudential? I have 3 accounts that are 3 investment vehicles me cloaked as insurance products