Program that links all your personal financial statements?

Beastmaster · #1 02-20-2007, 03:12 PM

Is there a program that links :
Checkings
Savings:
Emigrant:
Mutual Funds
Stocks
etc.... Into one system?

Looking for something that would show my total balance at all times...

Ponks · #2 02-20-2007, 03:37 PM

I know that my local bank offers this service online as I'm sure many others do. They often include your credit card statement and other relevant information as well, try asking them or searching online at your banks website.

I'm sure there is a bunch of software that others can chime in and recommend as well, but I have no experience with any of them.

Ponks

Messiahkid · #3 02-20-2007, 03:42 PM

Microsoft Money 2007, I assume does this

jively · #4 02-20-2007, 03:52 PM

[ QUOTE ]
Microsoft Money 2007, I assume does this

[/ QUOTE ]
Yes, you can do this in Money or in Quicken. You can also do it for free at sites like Yahoo! Finance.

-Tom

Cubswin · #5 02-20-2007, 07:57 PM

Yodlee is the way to go. It's an online account aggregation service that is free through certain financial institutions (I think it might be free directly through yodlee.com as well). I use Fidelity's branded version called "Full View" and can see all my stock, 401k, credit card statements, bills, airline miles etc just by logging into my Fidelity Full View page. If I want to see my credit card statement I just hit the link and I'm automatically logged into my account. Here is a list of financial services whom offer this service (I think all offer it for free but I could be wrong).

Beastmaster · #6 02-21-2007, 12:45 PM

I have a Fidelity account for my company stock program....is their a link on Fidelity to set this up?
Having trouble finding it....

Korch · #7 02-21-2007, 12:59 PM

is it safe to link all this info together?

Cubswin · #8 02-21-2007, 03:32 PM

To get to Full View select "Accounts and Trade" from the top navigation bar and it will be the far right option on the drop down. This link might work as well.

The4Aces · #9 02-21-2007, 04:05 PM

I know Bank of america lets you input all of this stuff on their "My portfolio" page.

Also you can put CC rewards... airline rewards and all that crap on there. Kind of a pain in the ass to setup, but worth it.