Tool for tracking net worth or all saving/investment

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Deal Subedar
Loveall

Friends,

Pls share tool/software you use for tracking your net worth which includes all bank/CC/investment/EPF/NPS/Policy/property etc. I wanted to have some tracker to track all my investment/earnings till date. 

This will help in case something happen to me and family can get all info in 1 place. 

Earlier, I used to put all details on plain paper and put it in locker. I feel there should be some better way than this. 

Pls advice.

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Deal Subedar Deal Subedar
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Bhai ke paas itna paisa hai ke track bhi nhi rkh pa rha hai.

Deal Subedar Deal Subedar
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akki.akki wrote:

Bhai ke paas itna paisa hai ke track bhi nhi rkh pa rha hai.

Bhai, when you will be 43+, will realise the need and see your investment scattered in small chunks blush

Crowdpuller Crowdpuller
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Microsoft Excel blush

Reason: Data privacy.

Mobile Guru Mobile Guru
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dhinchakrohit wrote:

Microsoft Excel blush

Reason: Data privacy.

Yes, you may create your own interactive Dashboard…

Deal Subedar Deal Subedar
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If privacy is not a concern then valueresearchonline but it is limited to debt and equity investments. You cannot track bank accounts and cc

Deal Subedar Deal Subedar
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i used to use this aditya birla tool few years ago but they discontinued. for now i use IND money and Excel

Deal Newbie Deal Newbie
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akki.akki wrote:

Bhai ke paas itna paisa hai ke track bhi nhi rkh pa rha hai.

suffering from success

Hotshot Hotshot
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With Jupiter i think you can track net worth of all accounts, all the loans and mutual funds as well.

Deal Subedar Deal Subedar
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Loveall wrote:

Bhai, when you will be 43+, will realise the need and see your investment scattered in small chunks blush

Nothing beats excel. If u have not used excel before it will be hard to start. but once u get hold of it you will not feel th need of anyother app or s/w for these things.

You can customize it according to your own need. In short it will be your asset & libality sheet.

Also it will not leak your personal data to any 3rd party app or scammer.

Deal Cadet Deal Cadet
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akki.akki wrote:

Nothing beats excel. If u have not used excel before it will be hard to start. but once u get hold of it you will not feel th need of anyother app or s/w for these things.

You can customize it according to your own need. In short it will be your asset & libality sheet.

Also it will not leak your personal data to any 3rd party app or scammer.

💯

Deal Subedar Deal Subedar
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Indmoney, provides good referral benefits also provides stocks if you buy through credit cards

Deal Newbie Deal Newbie
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these tools are fishy as they will have all your financial information. TOO RISKY

Deal Cadet Deal Cadet
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MrKool_JJ wrote:

Yes, you may create your own interactive Dashboard…

exactly I have done the same its safe that way ☺️ 

Mobile Guru Mobile Guru
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Bob_The_Builder wrote:

exactly I have done the same its safe that way ☺️ 

Bob, may i know how?
I am too struggling to get a fancy and interactive DB for all my personal expenses.

Deal Subedar Deal Subedar
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it would be great if someone could just share an excelsheet with a dashboard with dummy values for us dimers to refer to and use or create new ones 
😛

Crowdpuller Crowdpuller
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MrKool_JJ wrote:

Yes, you may create your own interactive Dashboard…

You need some training on Excel.

Critic Critic
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Put everything in a word/excel file. Scan copies of the relevant documents. Put all things in a folder and upload to Google drive. Share the folder with your spouse/near ones. Keep updating the data. 

Deal Newbie Deal Newbie
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MrKool_JJ wrote:

Bob, may i know how?
I am too struggling to get a fancy and interactive DB for all my personal expenses.

for expense tracking, you can try either BlueCoins or Abcba. Love using both, shifted from Abcba to BlueCoins.

Mobile Guru Mobile Guru
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freddyspops wrote:

for expense tracking, you can try either BlueCoins or Abcba. Love using both, shifted from Abcba to BlueCoins.

I don’t have any knowledge about these. Will have to Google about it. smile

Thank you for your valuable suggestion.

Kolkata Knight Riders Kolkata Knight Riders
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INDMoney,it tracks all your investments,savings and many things and shows your real net worth!

PM for referral!

Also,it is build by Ashish Kashyap who is very respectable fouder of Goibibo,PayUMoney and INDMoney!

They have also various security certification!

Deal Lieutenant Deal Lieutenant
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srp321 wrote:

it would be great if someone could just share an excelsheet with a dashboard with dummy values for us dimers to refer to and use or create new ones 
😛

Please share if someone can 🔥🔥🔥

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