Best Budget App Reddit - Budgeting App? : r/personalfinance.

It lets you do all the usual stuff like comment, thumbs up comments, and access your Reddit Gold. Now at the top of their leader board is a new app I had not previously seen from Quicken called Simplifi. craigslist dayton labor gigs So if my budget is $50 USD per day and I spend 5€ it will take whatever. Sure the connection breaks daily but I manually input transactions anyway and just reauthorize the connection every other day or so to pick up anything I miss and mark things cleared as they clear. Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. The dirty secret about the Apple Card is that it’s designed specifically to make budget tracking as found in YNAB, et al very difficult. It's on Google Sheets lang so it's as multi-platform as it can get. Also a paid app, but worth it for me and the control and transparency it gives me. Best budget TVs; Best gaming CPUs; Best gaming laptops; Best gaming PCs; Best headphones Monarch's recent price hike to $99. Wallet app if you want something suuuuper simple. g Amazon, enter the price, hit the check, look at the charts of your networth (hopefully) increasing. It has an app, aoto import, and sets a person up to managing their money, not just tracing where it went. Red/yellow/green status bars make it easy to see how you are doing in each budget account. Not entirely a budgeting app, but my bank lets you automatically save things into budgeting, and as you spend you spend from those budgets. KAC because you didn’t say low budget. The easiest thing you can do is use Paystream (KiwiBank) and split funds to 4 or 5 seperate buckets (sub-accounts) and then use a budgeting software. malinis ung app tapos wala akong ibang mahanap na ibang app na hindi clunky. Whether you’re buying subscriptions to various apps or making in-game purchases, it can b. I really like the app called “Daily Budget”. The best budget apps Mint, for just about everything YNAB, for hands-on zero-based budgeting Goodbudget, for hands-on envelope budgeting EveryDollar, for simple zero-based budgeting Personal Capital, for tracking wealth and spending PocketGuard, for a simplified budgeting snapshot Honeydue, for budgeting with a partner. Or check it out in the app stores Best budgeting app? With MINT shutting down, what do you all recommend as a good budgeting app? I’m looking for a free budgeting app. budgeting apps that work with chime? so i'm looking into starting with chime, but i'm also looking into starting with a budget app like mint or ynab. Used it for 18 months and got a real good idea of where my money was going, which was hugely helpful in setting a budget. YNAB is a paid budgeting app that doesn't offer a free version like PocketGuard. It asks you to take all the money you have, dump it on a table and then put it into envelopes (app calls them categories). Preferably open source, or one-time purchase. Best budget app for NZ for a good price. Given the how tight the start up VC money has been in the last 12-18 months, my guess is that this is just the start of these mergers in this space, and in 5 years there will only be a. The most simple form of any budget app. new construction homes in georgia under $200k I would try Mint first, and move to YNAB (or something like it) if you need the extra guidance and more spending discipline. You could get a ballistics advantage upper bundle and assemble it yourself for mid $400's. Best for Shared Expenses: Spendee. The company uses an algorithm to track your income, expenses, and …. Monarch Money has been the best I’ve used. The top app is YNAB (youneedabudget. YNAB offers a free trial if you want to give it a shot. So basically I just found out how bad my Crosley record player is and am now getting rid of it. The best free option similar to YNAB has been r/aspirebudgeting - I liked the free trial of YNAB, and was going to pay for it, but then I couldn't use my app store credit, got annoyed, and ended up never paying. How would you budget a monthly income of $12,000 for a family of 4. Luckily, there are tools like Right. You can learn more about Full View® and build your profile at the link below. The envelope system I don't think so, but if you have ideas on how that could work feel free to share. wyoming craigs list little alchemy hint Weighing Pros and Cons: Monarch Money and Simplifi by Quicken. How it works: YNAB, which stands for. Mint, by Intuit, is another well-known budgeting app for those trying to keep track of …. I’ve tried Mint (Hated it), EveryDollar (trouble with connecting cards to it), and YNAB (overly convoluted imo). They have a free budgeting app that's great. Here you can ask which headphone is better, which amp you should buy, which gear best fit your budget and anything related to headphone comparisons and purchasing. I've used other budgeting apps but their Zero Dollar budgeting approach just works for my wife and I . I have researched a bit about it and YNAB and Wallet from BudgetBakers seems to be the most popular choices. Found it in 2019 but wala pa ako budget for the premium. Best for Wealth Management: Empower (Formerly Personal Capital) Best for Bill Payment: Prism. how late is sams club open net/personal-finance/budgeting/ynab-vs-quicken/. These include YNAB, Mint, EveryDollar, and PocketGuard. I'm looking for something more along the lines of expense tracking rather than budgeting. It would run similarly, and possibly even simpler. I think there's other zero-based budget apps that are free but require you to do everything manually. On the flip side for somebody used to the YNAB budgeting style Mint would be unusable. Bluecoins is the only one that works for me. Plus, nothing that costs like 100 a year. It has the option to connect to bank accounts, but you don't have to use it - I don't, and haven't had any issues. The company that half the population does their taxes through. susan nichter paintings never been seen carried across You may find these links helpful: Budgeting. · Monarch: this one so far works very well and similar to Mint. Does anyone know of any budget friendly record players? I am open to any suggestions! 1. Everything is customizable to your own requirement and we can use it on the web, iOS and Android. Dave Ramsey's a dingus but I like the app. joyspun thongs I'm going to second ynab, a lot of budgeting apps will be monthly and based around salary+monthly expenses. Monarch is the first one I've been able to use consistently for more than a year without it feeling like a chore to update. This feature alone makes PocketSmith a great budgeting tool. 99 if you can hit it on a Steam sale) is worth it. You have to pay a one time purchase fee but it's the best by far imo. There’s also a subreddit to help with any hiccups r/YNAB. Please post any questions, tips & tricks, discussions, and any stories related to the app. I tried everything including Money Lover, Blue Coins, Aspire, and regular Gsheets. You have to be very intentional in your budgeting with YNAB. I used it for years and it was successful, I just think YNAB is better. The budget will only be half the. Nerdwallet has no budgeting at all nor. Plenty of tutorials for setting up a simple budget spreadsheet. For a frugal alternative, try Microsoft Excel or Google Sheets to build your own customizable budget template. a zero-based budget system should not allow for negatives of cash, since that's not really a thing. I downloaded dozens of the best budgeting apps and narrowed down the …. Runner up - best budgeting app overall. Emma looks to be pretty much just snoop, as far as I can tell. Here are the four personal finance tips they recommend as helpful for most people. Last I checked you can do a trial, and if you do it's worth spending time watching their videos to get your head around what they're aiming to help with. I like it because I live in Canada where auto-sync is trash, so for accounts that don’t play auto-nice I can import CSV files. CIBC is dragging their heels on implementing open banking, and Plaid isnt prioritizing working with CIBC to fix their connection. I just plug in my income and the amounts of my bills and savings until my next paycheck, then the remainder I can consider spending cash, and I stay on top of what's left in that category with the iPhone app, plus having to sit there and record the 2 or 3 dollars I blow on. But in my search for the best apps and software, I quickly realized that the best-of-the-best software are not compatible with the UAE. I need some help finding a budgeting app. It's so much easier for me and mobile friendly. It is also super simple to set up and get started with. For anyone who is interested, "Trail Wallet" is a great app for multi currency budgeting while traveling. food, transportation, utilities, rent,savings, etc. the highway xm It takes some time for things to 'click' but once you get the hang of things, you can pretty much use any app you want to track stuff. It's a monthly budget planner that's pretty good at showing where your cash is flowing each month. consumers based on ratings, costs, security and features. YNAB has a smartphone app and you can both log into the same account. YNAB is much more about looking forward and budgeting money that you already have. i'm not finding any clear answers anywhere on if. All the features I've mentioned must be free or under 3$ which include everything with only a one-time payment. Ability to budget for multiple large purchases. If it’s for personal budgeting, and you’re not opposed to premade, I highly recommended checking out this post from r/personalfinance from about 2 years ago: I made a spreadsheet for people who don’t know how to budget v2. When we were preparing to buy a house I used the Depoza app, really useful for expenses tracking as you can use it to record everything you spend money on. Assign funds to buckets/envelopes. A couple of other nice ones might personal capital and Truebill. I log everything into it and it provided some nice reports. There’s more to life than what meets the eye. Empower Personal Dashboard™: Best for Tracking Net Worth. Best for growing your savings: Monarch Money. You will get better color rendering with straight high quality white bulbs that with RBG, or even RGBW. I don't want to get relent on the OT. I personally use Wallet by BudgetBakers. Here are a few of the other things that SoFi can do: Track the value of assets like cars and houses, to give you a snapshot of your overall net worth. Need recommendations for the “best” budgeting app/software “for me”. The Best Budgeting Apps of 2024. Monarch Money has a lot going for it, including: Comprehensive budgeting and expense tracking. Users recommend making use of local services to avoid spending unnecessarily. f1 dog names Hi, Im hoping to get some advice on what budgeting app I should use. I've tried YNAB and Mint and haven't found a great way to make it work. Recommendation: Excellent for those new to budgeting or seeking a simple, straightforward approach. Personal Capital, GNUCash, and Goodbudget are probably your best bets out of the 16 options considered. I have an app called Account tracker (iPhone) and it’s the best app ever. I use YNAB, not to reduce my spending, but to ensure that I my spending is consistent with my goals and priorities. 99 per month billed annually, $5. Their graphs are really nice, they have the prettiest UI I think. Comparison of Mint Alternatives. Best budgeting app for hands-on users: YNAB. You Need A Budget (YNAB) is the best money management tool I’ve ever experienced. The top row in those three columns has expected income/incoming $ for those three months, with rows below for fixed/regular expenses as well as the credit card bill that we pay off each month. I've been using Honeydue lately (with my partner) but there are tons others that are good, here's a list to get you started. iirc ADCB has an app called MoneyBuddy. Both in design and features this app was one of the few to fulfill my needs. I actually don’t love Mint but I’ve been using it for almost 15 years and have stuck with it for the history. I can look at my statement to see my savings account balance. Quicken is more expensive than the competition but there are a few options to pick from, such as this Premier version for managing investments, and it does cover many types of accounts. If you want to sync it to your bank account you then have to subscribe. I like it because it focuses mostly on your unfixed expenses and resets every single week. For a computer only solution, I recommend OpenOffice or LibreOffice. This is what I use now and I liked it better than Money Lover. I checked out Monarch Money, NerdWallet, Rocket Money, Quicken Simplifi, and YNAB, and Monarch Money, at $99 a year, is my top pick. However, the process of creating an app can be daunting, especially if you’re on a tig. Most of the mainstream ones I think can be set up to work in Monarch (Zero-based, 50-30-20, etc. Spending - categorizing expenses. Best free smartphone app for investors: Personal Capital. Splitting all your money among digital envelopes. aarp united healthcare otc catalog 2021 Best budget tipsstart one if you haven't already. Takes 10 minutes per month to create the newest version of it - the rest is behavior. I didn't even try monarch, because simplifi has all I need and is half the cost. Don't do small business, so don't know. Aspire if you are already committed to a zero based budget and spreadsheets don't make your eyes cross. This is not the right place to ask in-depth technical support questions. Dobin is a free expense tracking app that can connect up to 9 major banks in Singapore. It has multi-user support and …. What are the best budgeting apps that support linking EU banks? I have seen other posts in this sub about it but they were old and usually recommended excel, which is super cumbersome imo. If you’re on a PC, go to Microsoft. It's in Excel and we've used it to pay off about $160,000 in debt since starting. A google sheet, aspire budget is pretty good if you don't mind not having mobile apps. Example: Gas -$200 Food - $300 Entertainment - $100. com - does not appear to have bank account syncing. I have the Ticwatch GTH and it's pretty good for what it does. Mint comes from Intuit and it allows you to pull all your accounts and cards into one place by linking everything to the. You can find a blem complete lower for mid/low $100's. While there’s no free version of the service, it notes that users never have to worry about YNAB selling their data — the product is entirely. Wally: Best for family budgeting. I know Mint is free, but I'm looking to see if there are any other alternatives out there. People on this sub will extol the "user friendly" user interface or whatever, but it's all subtly (or not so subtly in the case of not connecting with Plaid for automatic importation of transactions or. Using Google spreadsheets is also not so nice. YNAB: a subscription tool frequently recommended on Reddit. So, here's the brew I've settled on: For day-to-day personal finances, I use u/JamesCole5 's Firefly. I have mint track every one of my credit cards, bank accounts, investments, everything. YNAB is also highly recommended but isn't free. It requires you to manually enter transactions but budgeting should be hands on and not automated. The mobile app is great to monitor budgets and transactions. Valheim; Genshin Impact; Minecraft; Best budgeting app? Budget Mint is gone right? Whats the best budget app? There are so many!! Locked post. It has a lot of features and it's free as well. Mint: a free tool that connects with most large financial institutions to help track your spending and finances. Copilot is the best for automated tracking / budgeting. Hi- I am looking to try to make a written budget each month, what's a good budgeting app to use? I occasionally find myself overspending(I giess)even though I make more money now then I need to spend. Get the Reddit app Scan this QR code to download the app now. There's something about having to enter all those transactions that keep your spending in the front of your mind. We're developing an envelope budgeting system you might be interested in. Source ^Code | Feedback/Bug ^report. If you are hands-on and prefer a more manual process for setting and tracking your spend then I recommend EveryDollar. Track my net worth and my monthly income/ monthly spend. So you can test them both and then make a decision. The web browser app has all the features to set up and configure with dashboards. For example, “Reddit’s stories are created by its users. We can track spending and set budgets. Apply credit card rewards toward your long-term goals. where is steve eagar fox 4 The desktop webapp version has some extra reports that are not available in the iOS app and a loan payment simulator that is really helpful figuring out different strategies if you’re trying to pay your debt in advance. Rocket Money: Best for cutting your bills. But SoFi is much more than another budgeting app—it’s a super app that lets you manage all your finances in one place. I use the app Strides to track spending on everything else (free as long as you only have a few trackers). Or an expat lifestyle: -Personal Capital -Quicken -Mint -Clarity Money -YNAB These are all made for North American users in mind. Coming up with a monthly budget is easy, although sticking to it can be a challenge. Hi everyone, I've been struggling for a while to find a budgeting app that effectively deals with work expense/reimbursement transactions hitting my accounts. Hi everyone, thanks for checking my post. Google Sheets is a fairly good spreadsheet app that can do a wide variety of things. 100% Free and No Ads: This app is and always will be 100% free, no in-app purchases. For now, I’d put it in the one time income but multiply it by. Please contact the moderators of this subreddit if you have any questions or concerns. Yes, Mint tracks your transactions automatically, but it's much more focused on tracking than budgeting like EveryDollar. Thus, Reddit spoke, and the outcome was 5 best budget app Reddit to try out in 2024. the budgeting is pretty basic and investments are useless. A budget can be applied to both your personal and professional fina. Both are fantastic and genuinely free. Just have one single number among all categories. But Centsible is envelope budgeting. i’m not finding any clear answers anywhere on if. 99/month) First, PocketGuard can link all your credit card and checking accounts together, along with. A bonus if it comes with a monthly stipend, as it can alleviate monthly expenses. I started with some free apps initially, and realize how incompatible they are with my finance situation. What’s a good free app to start saving money/learn about your finances? Looking for an app to help me face my money. Add your thoughts and get the conversation going. Hey, I actually just built a cool one on a tool called Decipad, if you want to check it …. It will save categories from the same locations i. You're saving money, not shackling yourself to another monthly service. YNAB (You Need a Budget): Best for cross-platform budgeting. I'm an iOS user now but I still maintain an Android phone just for that app (altho dev said here on reddit that an iOS version is in the works already). My family uses Buxfer for our budget and it's been great. So I'd calculate my fed + state taxes first so if I owed $5 fed $2 state I'd write $7 then input my bonus into the state taxes field change the % then add that number to $7. There are aggregators and resellers of open banking APIs, but quite frankly any entity who is circumventing the stringent security profiles on your behalf aren't doing you any favours, from a security perspective. best practices, 50/30/20, “baby steps”-Ramsey, zero-based budgeting etc. You can alter the default classifications to match how your budget works. Free version of the EveryDollar app. Hey all! Just after some advice on apps for tracking spending/upcoming bills and payments that can be updated and added to as needed that will help me with budgeting and future planning/saving. Join our community, read the PF Wiki, and get on top of your finances!. You can add fixed income, fixed expenses, and fixed savings. My spreadsheet is really about tracking retirement figures though. YNAB if you are just getting started with budgeting and aren’t comfy with spreadsheets. I have an app called Account tracker (iPhone) and it's the best app ever. I'm looking for a budgeting app that is similar to mint in that it will track my budget/spending, investment account balances, and overall net worth with very minimal effort or input from me, but that doesn't have the glitchiness of mint (I have to re-log in to linked accounts constantly, the "rules" function doesn't appear to work. Fortunately, there are some great new. analysis of my expense (optional) …. It hits your requirements: Easy to use Multiple devices Free For now I'm planning to leave the budgeting app free forever as I'm working on offering a financial product that integrates with this budgeting system that I'd prefer to monetize instead. Google Sheets saved to Google Drive. I quite literally could not create a spending plan for the dollars I already had sitting in my. Take advantage of easy-to-use controls, valuable insights and a clutter-free dashboard to keep on top of your money. I highly recommend Intuit Mint. 92 per month if you subscribe for the year upfront. Therefore, various budgeting preferences and user needs. I use Mint! You can load all your accounts and assets into it so everything is in one place. It syncs flawlessly between devices. Or if you really need an app I'd recommend Mint (Mint. If you want budgeting but nothing else, YNAB. , and software that isn’t designed to restrict you in any way. sugar land news car accident today With millions of users and a vast variety of communities, Reddit has emerged as o. Cost: Plum Basic – free; Plum Plus – £1 a month; Plum Pro – £2. What’s the best, free, budgeting app that can visually show me everything that is coming in and everything that is going out? After discovering that we are in, what I believe, is a significant amount of credit card debt, I want to start …. Budgeting Apps List · Mint: The big one, lots of features, does account sync, but I'm iffy about privacy considering their coziness with other . In YNAB that $600 budget for groceries becomes a "Target". Philosophy is to budget for the upcoming and “give every dollar a job. The support team is responsive. With the rise of digital technology, budgeting apps have made it easier than ever to keep. Losses points on clunkiness and slow interface. Just log in with the same email. Edit your budget app reddit online. You have a few to try now, see which works best for you. The best budgeting app is the one you’ll actually use. Really good for planning and forecasting against your budget. It's worth mentioning that although Full View® isn't directly available on our mobile app, most of the information added through Full View can. Budgeting app Price Best for App store rating. What are the best budget friendly vr ready pre builts out there? Trying to get into pc gaming and I have a quest 2 so I'm thinking I might as well spend the extra money and get something ready to run vr games thanks. 7-inch 120 Hz display, a MediaTek Dimensity. YNAB makes it so it's every dollar budgeted. Mint is one of the oldest and best-known budgeting apps. craigslist farm and garden victoria texas Valheim; Genshin Impact; Minecraft; What is the best budget player in your opinion Mine is brook lopez Share Add a Comment. It will help you meticulously plan your spending by assigning funds to specific categories every time you're paid. Categorize expenses into buckets/envelopes. 1983 mercedes benz 300d turbo diesel for sale Reward of RM5 will be given to you and me! Check your rewards tab. It makes you more in tune with the budget. This means software you are free to modify and distribute, such as applications licensed under the GNU General Public License, BSD license, MIT license, Apache license, etc. Send it via email, link, or fax. If you just want to see their picks: Best budgeting app overall: Mint. Instead I think it auto deducts when that amount is paid from your connected account. It's not free but it's easy to use. If you're on Android, look up Spendid on the Play store. Much more fairly priced than other envelope budgeting apps. You can create as many saving targets as you want. It supports linking Splitwise via Zapier which has helped sharing a budget with my partner and splitting and tracking expenses. Advertising on Reddit can be a great way to reach a large, engaged audience. Use You Need A Budget (YNAB)! It's designed to work with manual importing on the desktop app (though you can sync it if you want) and it's much better than Mint in terms of actually budgeting vs. I use Centsible for that exact reason. How it works: Monarch features more automation and fewer. If you’re paid monthly and you don’t budget well, you might end up with no cash before payday. Wealthposition helped me a lot in planning my finances. Seeking recommendations for budgeting apps r/PFtools Personal finance tools useful for getting out debt, budgeting, saving, investing, and managing your wealth. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity - directly from Fidelity Associates. obituary utah deseret news Whether you’re looking to improve your English for personal or professional reasons, there are numerous resourc. I don't think there is an ideal UK budgeting app that's really designed for couples. You can connect some PH banks to automatically sync transactions from your bank to your Wallet app but I'm not really a fan of this feature so I just manually add my transactions every EOD. Use the "bills" and "budget" tabs. You could manually do it with Google Sheets and both of you could look at it and see edits. Cancellation Concierge for subscriptions. With so many different models and price ranges, it can be hard to know which one is th. Best apps for budgeting? I’ve always been the old school pen and paper when it comes to creating a budget but my husband isn’t. I have read articles listing the "best" budget apps, and reviews in the app stores, but I would like some actual suggestions from real people (or mostly real people, lol) who uses an app to track monthly finances and expenses. We'd be happy to help you with any issues you may have! Reply reply. Free version works great by forcing you to hand enter everything, too. Best for: Anyone looking to cut expenses and increase savings—especially couples or families. Rocket Money: The Best Budgeting App. used toyota tundra trucks near me When it comes to finding the right SUV for your budget, there are a lot of options out there. Mortgage- $2700 Monthly expenses- $3000 (utilities/credit cards/groceries) Looking to put the remaining towards retirement/kid's education/investing. brylane homes bedspreads Open source: Homebank, MoneyManagerEx, Gnucash. YNAB seems more popular but I believe there's no free version. Best budgeting app and/or computer program that is Canadian friendly. Some would prefer a complex and more detailed entries while some would prefer a minimalist …. I really like the app called "Daily Budget". m103 turbo manifold Any suggestions something user friendly and helpful. If you want something that automatically tracks your spending and balances with very little effort on your end, Mint is probably still your best option. If you compare the services you have to pay to unlock with Rocket Money to what Mint offers for free, there’s not much difference. Again, this could probably be accomplished with Excel or Google Docs, but I would grab the free trial and see if the $60. e, you automatically save $100 a month for gas. homco elf figurines The vast majority of all accomodation is available via 3 big players: Booking Holdings, Expedia Group and Airbnb. Compare five budget apps based on features, user reviews and costs. What do you guys use to organize your money?. Maybe an unpopular opinion but I just use Google Sheets and a check register. com you get everything except a retirement account. Unlike Twitter or LinkedIn, Reddit seems to have a steeper learning curve for new users, especially for those users who fall outside of the Millennial and Gen-Z cohorts. Therefore, various budgeting preferences and …. That should technically work, but It seems to get . The Money Advice service budgeting tool is great and free! 1. I use three columns to plan out the next three budget cycles and rows down the side for monthly expenses in each month. We would like to show you a description here but the site won’t allow us. The reason I'm searching for a budgeting app, the issue I'm having, is that I'm overspending on my credit cards. Or check it out in the app stores   visually clear and well designed budget app like YNAB means it's easily paid for itself multiple times over. Mint wasn’t perfect, but I am sad to lose my free budgeting and finance-monitoring app. I've been using Pod Savings App for 2 years now. Thanks for visiting our sub! We’re happy to answer any general SoFi questions or concerns. Open Banking is what you're after, but as a consumer, it ain't really for you, like you've already identified. Sign up using my code 52TB981IhGzt. Not sure what the major differences are aside from cost (Simplifi is $47/year or 5. Anything Richard Stallman endorses. 6-inch screen provides smooth animations thanks to its 90Hz. If you subscribe through Moneyhub directly, it’s 99p per month or £9. It's based on the 50/30/20 rule, which might help you manage your finances better if you're not already using that strategy. A website’s welcome message should describe what the website offers its visitors. I know its not a mobile app but GNUCash is really good. YNAB seems to be the most popular and recommended app. It also helps to have systems in place to stick to the budget. I have my budget set for the different categories I spend money on per month. With millions of active users, it is an excellent platform for promoting your website a. They're all right but none of them really get close to scratching that finance management itch except for maybe My Expenses, but. Or check it out in the app stores   meeeeeee. At the end of the day, budgeting is all about discipline with your finances and the more discipline you have with your money, the more on top of things you will be :). I've been trying Neontra for the past month, mostly on PC. doublelist ca I don’t care for investments, and any other features, I just want something that I can make a budget based on my categories, and fill my transactions into those categories. Users share their opinions and experiences on various budgeting apps, such as YNAB, Mint, EveryDollar, and Copilot. As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. Essentially the issue is that I end up making a lot of purchases for my company and then get weekly reimbursement. For instance, BofA has one and it automatically categorize all transactions and produce some neat little charts. If you want to go through the work of tracking the transactions manually the spreadsheet linked on the other comments is a better choice.