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The value is in automatically adding transactions live, which requires access to live transaction streams from all of your accounts. If you want to do it manual
by freeone3000 7y ago
The value is in automatically adding transactions live, which requires access to live transaction streams from all of your accounts. If you want to do it manually... Excel, maybe?
- lotsofpulp 7y agoSeems like all the big banks already have that functionality.
- freeone3000 7y agoWells-Fargo sure doesn't, nor does BMO, nor does American Express... so I'm not sure what you mean here?
- lotsofpulp 7y agohttps://www.wellsfargo.com/online-banking/my-money-map/ https://www.wellsfargo.com/online-banking/my-money-map/ I know BoA definitely does, and that seems like Wells Fargo's implementation. Someone else in the thread mentioned AmEx/USAA/PNC does it, but I can't seem to quickly find it via Google. I haven't used Chase, but I assume they also categorize their expenses. I guess I was assuming they do it since they all categorize expenses, it doesn't seem much of a leap to show a month to month breakdown of it.
- freeone3000 7y agoYes, these institutions show your money map from their OWN institution, but not from any other institution, which is where the value lies.
- lotsofpulp 7y agoBank of America has functionality to add external accounts.