Ask HN: What's your personal finance system?

Everyone's solution from using Mint to multi-page excel spreadsheets is probably a little bit different.

I've been doing some research for a personal finance software product (likely an app) and would be interested to hear your personally tailored systems & solutions.

Could be around budgeting, saving, investing, etc.

1 comment

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joshuawright11 5y ago ↗

Personally I use copilot, robin hood and an excel spreadsheet for tracking long term savings goals & giving amounts.

- Copilot for an aesthetically pleasing heads up of how much $$ I've got as well as insights into where it's going,

- Robin hood for stocks & trading

- Excel for long term goals, targeted amounts for tithing & saving per month, and a rundown of my monthly expenses.