How do you aggregate personal finances w/ property investments?

[Benjamin Arritt]

I’m going to cross post this in a few places, and to be clear, I am NOT talking about software or a bookkeeper that specializes at any of the following:

• bookkeeping for taxes
• rent roll and property management
• property purchase assessment
• renovation budgets and build management
• traditional stock market investments
• business management
• personal finances

I am looking to take information from all of the above areas and create a holistic cash flow, net worth, short term and long-term automated projection of EVERYTHING all at once. So if you have COVID-19 shutdown or you are looking to buy a new property, you can see how this affects your entire financial big picture (not evaluate one financial silo at a time). The only way I know to do that is to dump info from the software above into a big ugly custom spreadsheet I’ve been using. It’s tedious and slow and I dread dealing with it.

What are you actually USING? Are we just stuck with spreadsheets to put it all together?

Ben Arritt