Even though I have Mint I just went and did this exercise.

Jan 1, 2019
9:30:01am

CrimWalCoug All-American in practice

Mint doesn’t capture everything for me. Also, I was able to do a projected 2019 net worth statement that included expected financial events. Good exercise.

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CrimWalCoug

Bio page: CrimWalCoug
Joined: Apr 7, 2016
Last login: Jun 16, 2024
Total posts: 17,761 (2,268 FO)

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Messages

Author

Time

Every January 1. Complete your annual update to your net worth statement.

Acorn

1/1/19 7:04am

Here's the data I compiled so far.

Not On Sunday

1/1/19 7:07am

My Quicken calculates my NW real time. Use and it's available 24/7.

sfeuz

1/1/19 7:46am

Mint does mine. I know it on a daily basis if I want to

Baron

1/1/19 7:53am

Mint can't work for me, but even if it could, I wouldn't use it or anything like

Acorn

1/1/19 8:22am

I have investments that aren't online. I track those manually in mint.

Baron

1/1/19 8:43am

I would never use mint or anything like it.

Acorn

1/1/19 8:46am

It is much less manual than your process. But I get that some won't like it

Baron

1/1/19 9:01am

Not about like or dislike. I would never use mint or anything like it.

Acorn

1/1/19 9:05am

Look I never said your method is dumb. There are lots of methods to use. You don't like mint so be it. Not sure why you

Baron

1/1/19 9:08am

<< Deleted >>

Acorn

1/1/19 9:19am

Same for me. I track everything else.

sfeuz

1/1/19 4:11pm

I do this on a monthly basis & Personal Capital allows me to do it in 5 minutes.

TheLoneCougar

1/1/19 7:58am

Personal capital all the way.

LaserCoug

1/1/19 8:46am

Personal Capital's website: "Sign Up in Seconds, It's Free!"

Acorn

1/1/19 8:48am

Yea I regret making an account with them for that reason

cougfanz

1/1/19 8:56am

I think you just told me you have a high net worth?

Acorn

1/1/19 9:29am

Its been 2.5 years and no problems (thus far).

TheLoneCougar

1/1/19 9:01am

Is the benefit worth giving up your privacy and facing the risk?

Acorn

1/1/19 9:08am

Yes. You have no privacy anyway

CDV

1/1/19 6:50pm

Agreed. If you do online banking Mint, etc. is exactly the same thing

mcnasty

1/1/19 7:08pm

Not True. Vanguard, Schwab, Fidelity, your bank

Acorn

1/2/19 7:16am

Are there examples of financial institutions misusing personal data on a broad scale?

CrimWalCoug

1/2/19 8:09am

Does Wells Fargo count?

downtownchrisbrown

1/2/19 8:13am

I agree, I use Quicken, only on my computer. I don't upload ordownload data.

sfeuz

1/1/19 4:14pm

8 years ago today I set a goal to record all of my expenses. I use an offline

downtownchrisbrown

1/1/19 9:10am

I am impressed. That is a lot of effort.

Acorn

1/1/19 9:12am

Thanks! I did then we sold a house at a loss, we lost 4 years of gains

downtownchrisbrown

1/1/19 9:41am

Even though I have Mint I just went and did this exercise.

CrimWalCoug

1/1/19 9:30am

I started doing that exact thing 4.5 years ago...

daxman

1/1/19 9:56am

Nice work. Couldn't say it any better than that.

Acorn

1/1/19 9:59am

Much agreed. I get into this on bogleheads every year. I've only been tracking

Ash

1/1/19 10:11am

What do you list in these categories?

jcase16byu

1/1/19 10:39am

Yes. You can summarize or list every account if you want

Acorn

1/1/19 1:23pm

I like this

Kid_A

1/1/19 11:02am

Just updated mine this morning. The last two months have been rough. I like

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