I enter checking transactions and credit card transactions manually for each row. One of the templates that Numbers comes with is for a check register. I also have smaller spreadsheets to track DRIP transactions, to update my cost basis every day.Īnd then for budget tracking, I just use Numbers spreadsheets. So I can see the total change for my portfolio every day. So it's not a lot of work and QE still updates prices as long as I update the share quantities correctly.įor daily tracking, I have a Google Sheets spreadsheet with the same investments entered and use the GoogleFinance () function to update share prices, percent change, etc. Generally, most of my investments change the number of shares once a quarter or year. So that means I go and download several QFX files or manually update the number of shares if I have added or had DRIP transactions. I update this only once a month and I have a couple of dozen different investments across like 10 different institutions. QE no longer connects with my accounts so I deleted all the old Quicken Connect accounts I had originally set up and replaced them with manually-updated accounts. For investments, which I care more about than month-to-month budgeting, I use Quicken Essentials and Google Sheets.
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