Track your money

  1. net worth Dashboard
  2. cash flow dashboard
  3. Add money sources - Employment, salary schedule, etc.,
  4. Connect bank accounts - Select accounts to receive different payments
  5. Connect trading/brokerages - track investments, margins, etc.,
  6. Add bill payments and other recurring spends
  7. Connect crypto wallets, exchanges, etc.,
  8. generate automatic tax reports - file taxes automatically - connect to govt systems
  9. connect cards - credit & debit
  10. auto credit reports

References

  1. https://investorjunkie.com/personal-finance/how-to-track-your-net-worth/
  2. https://www.exirio.com/pricing/
  3. https://www.kubera.com/how-kubera-works
  4. https://wealthtrack.com/