[westonplatter0]

nah. Most of wealthy people I've interacted with have refined/specialized workflows that are something similar to 5 excel spreadsheets.

Build a tool that allows people to organize their 5 spreadsheet and you win.

[xur17]

I've tried a number of tools that promise to "automatically" pull all of my transactions and assets in and create a dashboard for me, but I always end up back with a group of spreadsheets. My current setup is:

1. Overview spreadsheet that shows my current net worth (fed from my other spreadsheets), a monthly snapshot of spending, income, and assets, and number of months until FIRE based on my trailing 12 month spend and income.

2. Spreadsheet tracking stocks I own + their current value

3. Spreadsheet tracking my crypto transactions (that I run a script against to get the cost basis and current value to plug into spreasheet 1)

4. Lunchmoney.app - website that I use to track and categorize spend. This data fees into my overview spreadsheet.

[303uru]

Sounds like you'd like Tiller. It's what I use. Pulls all your transactions and balances into speadsheets and then you can use their templates or your own from there. I have wealth dashboard, spending, etc...

[BatgnomeDwarf]

Can you share your spreadsheet templates or talk about how one would go about creating something useful?

[zeagle]

That's cool. I'll try out Lunchmoney.app!