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Jan 1, 2019
4:14
:00
pm
sfeuz
Walk-on
I agree, I use Quicken, only on my computer. I don't upload ordownload data.
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sfeuz
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sfeuz
Joined
Sep 30, 2005
Last login
Jun 1, 2024
Total posts
3,917 (1 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
demon_llama
1/1/19 11:39am
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