poll for "what software or tool do you use to track your spending?".
As you can see Mint, Quicken, YNAB and Excel are the top four. I use Excel just because I'm old fashioned and prefer to limit the spread of bank account/broker account information.
Just recently, a client requested I send Schwab account numbers to FutureAdvisor to see a recommended asset allocation. I told him he could do it, but I didn't feel comfortable doing it.
By the way, Dough Roller is a nice article aggregation site for those interested in DIY investing. I recommend checking it out each week.
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