Financial Tracking options

[SECyclone]

There is a setting to auto import. Seems like it imports sometime from 12am to 5am. Once in awhile an account will need reauthorized, but it's not often.

Mine needs reauthotized daily. They are l looking into it, but was wondering if it was wide spread.

 

[ianoconnor]

Thanks!! I should have been more clear. I have the 529’s in there but have to keep doing the dual authentication because the aggregators aren’t pointing to the right website. The Iowa Secretary of State specifically set up a website for aggregators that does not require dual authentication but none of the aggregators that monarch is using are pointing to it.

@ianoconnor , are you able to get your 529’s to update without dual authentication

Yea, you're right - I thought the connection was refreshing regularly but it doesn't appear that's the case.

 

[dmclone]

For those that like to do your own retirement planning, I've been trying out the 2 week demo of https://www.newretirement.com/ and have been very impressed. It does a great job of coming up with a tax plan and allows you to run different scenarios to improve your tax situation. The yearly price is steep and I'm not sure I'll pay for it until I get closer to retirement.

 

[SayMyName]

For those that like to do your own retirement planning, I've been trying out the 2 week demo of https://www.newretirement.com/ and have been very impressed. It does a great job of coming up with a tax plan and allows you to run different scenarios to improve your tax situation. The yearly price is steep and I'm not sure I'll pay for it until I get closer to retirement.

I use this, too - and like it enough to pay for it. (You can catch a 20% discount off the annual fee at times throughout the year, especially around Black Friday)