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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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Mint is pretty good imo. On a thread here somewhere, someone also recommended "Personal Capital," which is better geared towards tracking your assets.
Mint is my go to.
Will back up Mint as you can link it to your bank accounts/credit card/investments so it's super easy to keep track of the whole portait.
Mint for personal budgeting. Personal Capital for net worth/asset allocation tracking and an easy way to see all your individual accounts in one place (e.g. checking, savings, retirement accounts, loans outstandings, etc.)
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