Planning App

Hello, I use the origin app. It's like the old envelope system so you can set up categories to track things like your dividends. I also like that it keeps track of your budget, spending, investments and credit score in the same place. They also have an inexpensive financial planning coach if you want to talk to a real person but for me the ai coach has been just fine. You can get it at this link for $1 for a year:

You've been invited to try Origin

Empower by personal capital will give you insights into dividends and growth over time. It can pull in credit card spend but I haven’t found it to be very good at categorizing spend.

This may not be exactly what you're looking for, but I love using Monarch for my budget/net worth tracking. If you sync your bank accounts, it will automatically pull in dividend/interest payouts and credit card reward redemptions (along with all your other transactions).

For investment accounts, it does track values over time, and you can view growth your portfolio growth compared to the S&P 500 over various periods of time (past week, past month, past year, etc.)

It is $100/year, but I absolutely reap more value from it than that, just in how painless it makes tracking my spending.

Here's a referral code for 50% off your first year, if you're interested!

You're invited to join Monarch with 50% off your first year.

I think you could do this with Quicken (the paid version, anyway). You may need to set up reports to pull the specific info you want, but it can definitely pull together all your investment accounts, CCs, bank accounts, property, etc.

Monarch is really great for song breakdown of all toes of income and spend

great question. i am also interested in app recs. will keep an eye out for responses!