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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Bump
Personal Capital
I use personal capital as well. It was recently rebranded as “Empower”. Great UI and does a decent job at automatically capturing expense categories, and it interfaces decently well with most online banking platforms.
Copilot money- i think its only for ios
Mint
Seconding Mint – alerts me when there is an unexpected transaction and actually saved me from an unverified ATM transaction fee. Called my bank and got that cancelled asap.
No — my saving / investment rate is pretty high in aggregate, so I cut myself a break worrying about the smaller stuff.
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