I have spent the entirety of my adult life focused on my finances and mine and my family’s financial health. Nearly every day I talk with co-workers, family, or friends that floor me with their foolish (naive?) ideas about alternative investments, spending $X on toy #348, etc. While it was fun to speculate, that’s all I did, speculate. That was the impetus to start this blog.
At the same time, I was busy building my financial spreadsheets in Excel and focusing on improving my family’s financial health and increasing our net worth while minimizing the tax effects of our efforts. I spent countless hours in Excel (and admittedly still do). I’m a self-proclaimed Excel junkie, which probably stems from my days in investment banking. Yes, I love the CTRL-E-S-T key stroke.
A few years ago I heard about a program that basically did everything I was doing in Excel without the leg work. It tracked your assets, liabilities, and expenses. That company is Personal Capital.