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I do the bank import once a week. I set aside an hour on my calendar to update all of my spending accounts. It usually takes more like 15-20 minutes unless I fi
by brewdad 3y ago
I do the bank import once a week. I set aside an hour on my calendar to update all of my spending accounts. It usually takes more like 15-20 minutes unless I find something unexpected.
For longer term accounts like my 401k, IRAs, and brokerage accounts, I track money going in our out but only update the gains/losses every 6 months or annually on Dec 31st.