npaden
Well-known member
Fidelity has an app that links to my bank account that is Wells Fargo and links with my credit card which is Chase and uploads all the transactions and makes an attempt at categorizing them for me. If it gets them wrong I can setup a rule for future transactions that are similar. Does this for income and expenses. It is free. It keeps everything updated daily if you get it linked up. It also links to my Merrill Lynch 401k plan. For some accounts that don't link you have to manually update them. For some reason one thing I can't get it to link to is my wife's ROTH IRA that is in Fidelity also. It isn't joint so they can't seem to understand that I would like to link it to our overall financial.