Best PF Organizer Online! And it’s FREE???

Posted on June 21, 2007. Filed under: Online Access |

OK - so I can’t even remember who gave me the idea to use Yodlee in the PF blogging community over a year ago, but they are the biggest PF god ever!

Yodlee.com is basically a services company that provides branded financial web portals for companies like Fidelity, Ameriprise, and LowerMyBills.com. Their tagline is “Look at all of your accounts in one place.” And boy do they do it!!!

Currently I have up to date numbers on all

  • 4 Citibank products (Checking, Savings, and Credit Cards)
  • 2 Vanguard Accounts (Retirement) 
  • My Company 401(K) (Retirement)
  • 2 American Express Cards (Credit Cards)
  • Internet cable bill,
  • Electric bill,
  • American Express Membership Rewards Points
  • all of my Airline and Hotel Points

What’s better than that is that it automatically updates balances for each about every hour using your logins and passwords to the perspective providers. So you give it your Vanguard login and password and it will update your balance daily, and by holding. Give it your Amex login and password and it shows updated credit card balances and reminds you of payment amounts and due dates.

It’s got a Net Worth Dashboard, a Rewards Manager, a Bill Manager, Investment Performance view, almost everything you would want to see at a glace! Want to see more detail? Just hit “Auto-Login” and it will log you into the provider’s own website! This alone makes it a great password manager - I only have to remember 1 password - Yodlees!

Anyway - today they finally got the Dell piece working - so now it shows the balance and payment info for my Dell account. I also added a connection to my house price at Zillow.com - so it automatically updates my house value and compares it with the balance left on my mortgage. (Another provider - still in BETA test.)

Anyway - you don’t have to even go thru Fidelity or Ameriprise to get this product - Yodlee offers a free, unbranded version off of their website for FREE! Funny thing is, it has a lot more tools and functions than the branded versions it sells to large financial institutions.

Anyway - check it out at Yodlee.com. It’s called Yodlee MoneyCenter. I have been using it for a year now and I love it more and more every day!

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    Personal finance under 30 - for those on a single income. Watch me as I strive to consolidate and simplify my [financial] life.

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