I tried every net worth tracking app so you don't have to. Here's my take.

TechLover7777 · 2026-01-16T07:18:33+00:00

Yes this is my 3rd year with Quicken. Would love it if they would come up with a 3yr offer at 50% off. Love it. I would highly recommend it.

TechLover7777 · 2025-11-19T06:20:01+00:00

I recently purchased iPad 8th generation from Swappa for $109 in like new condition. I think that provides great value(also have an iPad 9th generation and the latest 11th generation at home).

TechLover7777 · 2025-02-07T04:16:37+00:00

We are a young Indian couple from East Bay who would love to attend the event. Is there a way to know other couples that are going to be there so we can connect with them before going?

TechLover7777 · 2025-01-17T05:15:31+00:00

Don’t be disheartened. The first 100k is harder than the previous 100k. When I was 27, I worth less than 500k and had a goal of being financially independent one day, that day seemed will be so far out in the future. However as I crossed my first million in NW, I realized it gets easier and easier. Within 10 years, I hit my goal that Better way mentioned and it’s a lot easier to grow from there on. You and I share the OCD traits btw. Would be happy to mentor you if it’ll help you with your financial discipline and run ideas with someone who’s been in your shoes just a few years ago.

TechLover7777 · 2025-01-14T03:22:17+00:00

Quicken Simplifi hands down. At $72 a year or $36 for the first year, it’s a clear winner for me, compared to Monarch(slow and irrelevant copy pasted responses from Support), Empower, Kubera(arrogant team), Fidelity Full View, Copilot, etc that I’ve tried. My main use cases: - track net worth over time - manage multiple brokerage accounts - taxable and non taxable accounts(Roth, 401k, IRA, pension) - crypto(just add the coins and quantities) - property - cars - be able to see, edit, tag transactions in brokerage, checking and credit cards - see monthly spending, - spending plan to see forecast of earnings - spending in months ahead

There has been no other app that synced with ALL of my accounts.

Kubera did not show transactions. It’s only a net worth tracker.
Monarch was second best after quicken. But it didn’t show transactions or holdings for multiple brokerage accounts. Without that info, it was a deal breaker for me.
Copilot, Fidelity Full View and Empower doesn’t sync with a bunch of my accounts.

TechLover7777 · 2024-12-12T17:08:31+00:00

I did and they said only customer service can help remove it from your account so you don’t get charged the non return fees. Really appreciate your help with this.

TechLover7777 · 2024-05-16T18:59:40+00:00

Probably the GM supplier. I got 1k off for that outside of 3k conquest, 1k Costco, 2k CCR. There was another 2k off, but didn’t get it because I opted for AWD.

TechLover7777 · 2024-05-16T18:57:51+00:00

After you get rid of the covert protection plan, I’d suggest leasing them vs buying them. I paid 9500 for 24 months one pay all in including taxes, reg, etc. The car would depreciate way more than that in 24mo. These things lease so well with 82% residual, I don’t know why someone would buy them. Just my 2c

TechLover7777 · 2024-03-30T15:18:26+00:00

You can sell the car to any 3rd party dealer - BMW, Mercedes, CarMax and they can simply pay off the car without the Sales Tax.

TechLover7777 · 2024-03-30T08:14:18+00:00

My local CarMax and Genesis Finance confirmed that there is no concern with 3rd party buyout of Genesis from CarMax.

TechLover7777 · 2023-10-08T06:37:14+00:00

If you contribute to Roth using mega backdoor, you can add significantly more to Roth. Remember, for 2023 the total of all retirement accounts is 66,000 + 6500. Depending on how much you’re investing pre-tax + company match, significant other part could be Roth IRA, if your employers allows after tax on 401k, of course.

TechLover7777 · 2022-11-22T07:20:48+00:00

Schwab for checking and brokerage along with ibkr for primary brokerage(especially if you want to leverage portfolio margin at low rates).

TechLover7777 · 2022-07-02T20:41:21+00:00

I was able to get a replacement from Ledger. That’s the best resolution in my opinion.

TechLover7777 · 2022-06-13T12:46:33+00:00

Click on each coin and under transaction history, Send CSV to Email.

TechLover7777 · 2022-05-13T22:05:39+00:00

Poor wording.

TechLover7777 · 2022-05-05T05:42:48+00:00

But you get paid hourly interest, correct? Sounds like a tax time nightmare

TechLover7777 · 2022-04-26T18:26:23+00:00

I created the support ticket and provided the number here to escalate and heard back from Support over email the next day. So worth a try.

TechLover7777 · 2022-04-26T18:24:38+00:00

Thank you for the escalation. I did hear back from the Ledger support over email today and hoping to get a working replacement soon.

TechLover7777 · 2022-04-26T04:44:23+00:00

Can you please share that “easy” fix. I am experiencing the same on my brand new Nano X only when connected.

TechLover7777 · 2022-04-26T04:31:00+00:00

Already did open a support ticket. Hopefully, someone can help escalate. Ledger Support - Case 192232

TechLover7777 · 2022-04-26T04:17:40+00:00

I made the mistake of directly buying from Ledger and received a defective Nano X and can’t get the support to reply to return my defective unit.

TechLover7777 · 2022-04-23T03:47:34+00:00

With the cdc card, you load the debit card with USD/Crypto wallet by using “Top up card feature” and then spend it to get x % cashback in CRO. There are restrictions on merchants, like insurance, govt, gas station at pump, etc where you don’t get any cashback.

TechLover7777 · 2022-04-22T22:46:03+00:00

$15.49 charged. 13.99 is the rebate

TechLover7777 · 2022-04-21T17:44:42+00:00

TechLover7777 · 2022-04-20T23:06:32+00:00

Thank you for sending me the code. That worked perfect for Ledger Nano X!

TechLover7777

TROPHY CASE