Know of any software to automatically keep track of balances at various financial institutions?

Question

I used to employ Pricewaterhouse Coopers (PWC) as my financial advisor and they had proprietary software that would automatically retrieve and keep track of my account balances at various financial institutions. I no longer have the PWC relationahip but I want to duplicate the functionality of their software. I can log on to each institution separately and view my balances but I'd like to find a way to automate and aggregate the information.

Answer 1

With Quicken, you can set it up to download the account info for all your acounts whenever you desire. You just need to set it up with the account info. I don't know that it does it automatically (you may be able to set this up), but you can choose to update info every time you open Quicken (that's what I do).

Answer 2

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Answer 3

either quicken or microsoft money both of them work well, they both give you the option to inport directly from your accounts via online