Monarch Money
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Monarch Money pulls together every financial account you own, checking, savings, credit cards, brokerage, 401k, mortgages, car loans, into a single customizable dashboard. You see your complete financial picture at a glance without logging into five different institutions. It categorizes spending automatically, tracks net worth over time, and lets you drill into any transaction or account for details.
Retirees with complex finances really benefit here, if you're managing Social Security, pensions, investment accounts, multiple insurance policies, and rental properties, Monarch collects all of it in one place. The customizable views mean you can emphasize what matters to you, like your investment performance or net worth trend, and ignore the rest. You pay a subscription, but consolidating account management across multiple institutions typically saves time and catches errors that could otherwise go unnoticed.