Other financial discussions

As many others have said, Empower or Monarch are good. I tried Rocket Money, and it is pretty good. There is a learning curve, and it had trouble connecting to all of my accounts. But is does work, and it is free for me. It is possible to import your data into Rocket Money (only 3 years worth).

 

However, since my FA has coincidently changed their system, including a better solution for financial monitoring of my personal accounts in addition to the investments. So, this is what I am using. Much better way to get the big picture, and none of the others I tried could do this.

 

I have had Mint for years, and it was hard to move. 😕