Depends on what you are looking for. I do all my spending from my Schwab checking account. I don't care what money is getting transferred into or out of Schwab or other brokerages, I only care about withdrawals from the checking account. I download data each month and look at what we are spending. Now I'm not too worried about where it goes although I've done that in the past but that requires downloading credit card statements since credit cards are what we used mostly for spending.
Statistics: Posted by rich126 — Thu Jun 20, 2024 7:56 pm