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Thread: Recommend a good online financial management tools? (Like Mint, BofA MyPortfolio)

  1. Member adrew's Avatar
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    06-20-2012 12:47 PM #1
    I have been using BofA MyPortfolio for years. I liked how I could see everything all in one place and how I could easily track changes in balances from month to month.

    Last week, however, they rolled out a Flash-based update that looks nice but has horrible functionality. I can't find a way to compare my individual balances from month to month, and everything is in these tiny little draggable modules that you have to scroll through to see anything.

    I tried Mint a few years back. I liked it okay — it was kind of shiny and didn't seem to do that much. Any other recommendations or new stuff out there? Has Mint improved? I don't care about budgeting, I mainly want to see balance history from month to month (motivation to pay stuff down).

    I could do it with Excel, I guess, but that would require a lot of logging into various websites and manual data entry.

    Thanks.
    Last edited by adrew; 06-20-2012 at 12:56 PM.
    Improving the signal-to-noise ratio

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    06-22-2012 05:16 PM #2
    Yodlee money center, the older version, which is still available. The best. Hands down.
    https://moneycenter.yodlee.com/money...moneycenter.do

    Older version is under yodlee time machine under in the upper right corner once logged in. 9x is the older one. I prefer the simple functionality of it over the newer flash based version. Mint is total garbage compared to yodlee.
    Last edited by twilk; 06-22-2012 at 05:22 PM.

  3. Member adrew's Avatar
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    06-22-2012 05:55 PM #3
    Thanks!
    Improving the signal-to-noise ratio

  4. Member adrew's Avatar
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    06-23-2012 12:11 PM #4
    Update: signed up and it looks like BofA uses a rebranded version of Yodlee. The "Time Machine" is almost exactly the same as the old version of the MyPortfolio I liked so much. The new version is the same horrible Flash-based thing that has been rolled out to the BofA site.
    Improving the signal-to-noise ratio

  5. Senior Member dunhamjr's Avatar
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    06-28-2012 10:24 AM #5
    i use yodlee as well.

    i too am using one of their old versions since the newer stuff annoyed me.
    epitome

    I need to follow this... "Not everything you eat has to, or should, taste really f*cking awesome. Sometimes you need to eat 'boring' food to stay healthy.

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    07-02-2012 09:41 AM #6
    Quote Originally Posted by adrew View Post
    Update: signed up and it looks like BofA uses a rebranded version of Yodlee. The "Time Machine" is almost exactly the same as the old version of the MyPortfolio I liked so much. The new version is the same horrible Flash-based thing that has been rolled out to the BofA site.
    The flash based is horrible, and yodlee is the engine for many banking sites aggregation pages. The older yodlee version is a great tool.

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