When you travel a lot, like most of us do, you may have a hard time keeping track of all your different account balances, payments received and checks posting etc. Combine that with multiple accounts, each bank has a different app with unique passwords, you’re outside of the USA so some don’t work without VPN and the tasks can be time consuming and frustrating. I use a service that helps track all your financial accounts and presents them to you in one convenient dashboard. Once set up, the service updates your checking, savings, credit card, investment, retirement, and HSA accounts periodically so the totals and transactions are all displayed when you login to their app or website.

Personal Capital

I have used Personal Capital for years and think you may enjoy it as well. You can sign up for free, and there is no ongoing subscription costs to use the service. Of course, they also sell financial planning services and would like to talk to you about their products, but no purchase is necessary. Personal Capital has all the security features you would expect like second factor authentication by text, email, etc and they also identify login by browser so you can see which browsers have logged on and delete those you don’t want to allow access anymore. If you sign up using my link, we will both get $20 from Personal Capital.

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