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OK, HELP!!! Maybe the white coat investor has an idea. I need a program where I could just plug in my password and it would download all of my entries/balances, etc for our 529 plans, IRA's, mutual funds, stocks, etc. Right now I am entering BY HAND every single transaction from dividends, interest , selling, buying and it is taking me FOREVER. I tried ACE money but it wouldn't let me do that. Is there a program where it will import the financial information from all of our investment accounts. My husband wants to be able to look at them all together and see how they have done over time, etc. HELP. I cannot enter all of this stuff anymore.
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No idea, but surely there must be something that will work. That sounds so incredibly annoying!
Sent from my iPad using TapatalkVeronica
Mother of two ballerinas and one wild boy -
You should be able to do that with mint.com.Sandy
Wife of EM Attending, Web Programmer, mom to one older lady scaredy-cat and one sweet-but-dumb younger boy kittyComment
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Agreed. It's the only place I can think of that would be able to do that.Originally posted by poky View PostHeidi, PA-S1 - wife to an orthopaedic surgeon, mom to Ryan, 17, and Alexia, 11.
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Try LearnVest, that might work for you.Tara
Married 20 years to MD/PhD in year 3 of MFM fellowship. SAHM to five wonderful children (#6 due in August), a sweet GSD named Bella, a black lab named Toby, and 1 guinea pig.
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Yep. I use Mint for all of our accounts. It updates every day.Originally posted by poky View PostMarried to a peds surgeon attendingComment
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Not sure if this is what you're looking for, but SigFig might work. https://www.sigfig.com/site/#/whyComment
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I hate mint! I find it to be really clunky because I have work expenses. It is really annoying to carve those out (I have tried to use the reimbursed category but it doesn't work well).Married to a Urology Attending! (that is an understated exclamation point)
Mama to C (Jan 2012), D (Nov 2013), and R (April 2016). Consulting and homeschooling are my day jobs.Comment
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I also hate mint, I have not found a great solution but for now we use Quicken Essentials which is the Mac version of Quicken. And yes I know mint is owned by Intuit I've just never found it be as good.Wife to NSG out of training, mom to 2, 10 & 8, and a beagle with wings.Comment
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I hate mint bc my retirement accounts cannot be tied to it.KrisComment
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Yeah for some reason I thought we tried Mint but it wouldn't work for our accounts. Can you tell me why it wouldn't work for your accounts?
Originally posted by HouseofWool View PostComment
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I don't really understand it. Something about not having an agreement with the company, which is stupid since the account is with ING.KrisComment
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We have mint now and all our accounts work. They didn't a few years back, but everything feeds in. Retirement, Independent stock accounts, 529s, school loans, our house through Zillow. It's very powerful.Angie
Gyn-Onc fellowship survivor - 10 years out of the training years; reluctant suburbanite
Mom to DS (18) and DD (15) (and many many pets)
"Where are we going - and what am I doing in this handbasket?"Comment
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Yeah, I had tried it a few years ago and it did not work, even for my bank. Now the bank works, but the retirement still doesn't. I would really like to watch the retirement more closely, but it just is so much work and honestly, I am barely keeping afloat with the rest of my life... *sigh*KrisComment
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That's so odd -- so my ING savings accounts turned into CapitalOne360, and my ING investment accounts (regular and retirement) turned into ShareBuilder... and all of these sync with Mint. Mint definitely has its issues but that is one thing that works for me.Originally posted by HouseofWool View PostWife of PGY-4 (of 6), cat herder, and mom to a sassy-pants four-nager.Comment
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