How to Track Multiple Financial Accounts
Many people have more than one type of financial account to monitor, including checking, savings, money market, CD and debt accounts. Tracking these accounts is important for proper budgeting, tracking your spending and estimating net worth. If you have the right software, you can track multiple financial accounts from one convenient place. Simply choose a program and access it whenever you need to monitor the progress and status of your various accounts.
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Use AceMoney to track multiple financial accounts in one place. You can add standard bank accounts and debt accounts, such as credit cards and loans, to view your total net worth. The system updates the balance of each account when connected to the Internet. It also monitors the performance of investment accounts, like 401ks and stocks. Try the software out for 30 days to see if it meets your needs before purchasing the full version.
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Track your accounts using Intuit's Mint personal finance software. You must sign up for an account and access the software online from your browser. Look at your checking, savings and investment accounts, as well as credit card and loan balances. The system also evaluates your various current accounts to see if there are better deals available when it comes to savings and investments. If you're on the go, you can access all financial account balances from an iPhone.
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Monitor your various financial accounts with iBank software. While this software has a free trial period, after that expires you must pay a fee. The software allows you to enter your account details, then sort them into account groups. Besides simply viewing the account balance, you can also view each transaction that occurs on each account.
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