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Can I see all of my money in one place?
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hazzeryoda
Posts: 6 Forumite


Hello all,
I thought I'd ask everyone here as there's bound to be someone amongst all you knowledgeable folk who can help.
Over the years I have attempted to maximise my meagre savings by investing or using ISAs, premium bonds etc and as you will know, it can get pretty damn confusing keeping tabs on where bits of cash are held, especially as I'm the kind of saver who moves everything around a lot. Because of this, I sometimes forget to make a note of these moves.
I just want to know whether there is a service on the internet where I can put details of these accounts etc on and monitor them so I don't forget what I've done with them and when? All the bits of paper can get a bit confusing after a while and it would be much better to see shares/accounts and theird details all together at once...
What does everything else do?
Thanks!
H
I thought I'd ask everyone here as there's bound to be someone amongst all you knowledgeable folk who can help.
Over the years I have attempted to maximise my meagre savings by investing or using ISAs, premium bonds etc and as you will know, it can get pretty damn confusing keeping tabs on where bits of cash are held, especially as I'm the kind of saver who moves everything around a lot. Because of this, I sometimes forget to make a note of these moves.
I just want to know whether there is a service on the internet where I can put details of these accounts etc on and monitor them so I don't forget what I've done with them and when? All the bits of paper can get a bit confusing after a while and it would be much better to see shares/accounts and theird details all together at once...
What does everything else do?
Thanks!
H
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Comments
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I use Egg Money Manager - although I had to have an account with Egg first.
It lets you add all sorts of accounts, including credit card and mortgage ones - as long as you are already able to log in online to them.
It's pretty good, although it seems to count up the totals wrong quite a lot!0 -
Why not do as i do and use your Excel programme.I use 3 pages,one for my forthcoming current account transactions,one for my credit card ,and the third for all the savings accounts.Very simple to alter and keep up to date with.0
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Several people here use Moneydance - it's not a web site, but it's software you install on your own PC to keep track of everything.
There are a couple of free sites like Wesabe and Kublax.0 -
I have used Quicken since the early 90's.
I don't know how I'd manage without it.0 -
An alternative to Egg Money Manager is First Direct Internet Banking Plus, which personally I find a little more reliable (I'm not sure why, as I believe they're essentially the same piece of software).Stompa0
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Thanks for the responses.
One thing, can these manager tools keep track or details of ISAs and shares/unit trusts as well as cash accounts?0 -
I've been trying a few, I dont think Kublax can, I think mint does so it will be cool when that gets to the UK.
I signed up to moneydashboard beta but I havnt been able to log in yet0 -
hazzeryoda wrote: »Thanks for the responses.
One thing, can these manager tools keep track or details of ISAs and shares/unit trusts as well as cash accounts?
You might want to check out Mint Quicken, they are the best online money management I've tried so far. You can track all your money, savings and expenses in one place. And I believe you can track your ISAs from there, but I am not sure with the unit shares.Mr. Mulla0 -
You might want to check out Mint Quicken, they are the best online money management I've tried so far. You can track all your money, savings and expenses in one place. And I believe you can track your ISAs from there, but I am not sure with the unit shares.
Only works in the USA? Have you got a link pls.In case you hadn't already worked it out - the entire global financial system is predicated on the assumption that you're an idiot:cool:0
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