Where can I get an account organizer like they use to have at Wells Fargo?

Question

Often times called account aggregator services. At wells, I use to be able to check my current balances, amount due, and due date of all my loans, creditcards, checking accounts, and retirement accounts all on one page. In addition, the balances would update automatically I didn't need to go to any other companies website. Balancing my checkbook was so easy!! Gosh I really want a service like this again

With MSMoney I have to manually change the balances every month. I don't want anything like that.

Answer 1

If you have your accounts with all one person, then that vendor will already have that as a feature. The problem is that many people use different vendors for that service, which opened the market for software programs, like MS Money and Quicken. They should give you a page that has that overall accounts page, but you need to know how to set it up. Also, have your accounts be automatically updated through the service, such as your checking account.

I currently have Bank of America and through their ebill program, I am able to manage many of my finances, such as credit cards, utilities, etc., just not in the way that you describe. However, that vendor has to have an ebill agreement with Bank of America. Through this service, all of your bills are retrieved via B of A website, with due dates and you can set up a payment through the website, that usually gets to the vendor within 2 business days. I find that extremely helpful.

Answer 2

No idea, but it sounds like Wells has(had) a cool service.

Have you used the download feature on MSMoney that will pull in all your account details and balances (still not as easy as what you described)