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I used seedly but it sometimes fail to sync and it doesn't support all accounts. I tried many other tools and eventually I switched to beancount. There are some manual efforts required and I spent 4~5 hours a month for it. I don't like the manual steps but I like the insights I am getting: very clear and useful data down to every transaction, and I can easily get my net worth, assets, cash flow, or spend on any categories I want to track like how much I spent for March trip to Japan.
Wondering what people are using? Are you happy with the tools?
I am a software engineer, and I am thinking about automate my processes, maybe build a product for it.
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There's app or use notion...
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This is a crucial read, as managing your finances requires the same meticulous attention to detail as unraveling the plot in the best psychological thrillers . Understanding your cash flow and net worth is the first step to taking control of your financial narrative.