I went through a period, probably about 2 years, where I downloaded our monthly current account statement to excel and checked off every transaction and coded each one depending on what the expenditure was eg groceries, car, utilities etc.
After 2 years I realised that
A. I never ever came across any errors in the transactions and
B. I already had a good enough idea of where our money was going.
I don’t have any “investments” as such.
So now I just have a spreadsheet that I update monthly with end of month balances of the various bank accounts with a comments box to note any untoward purchases eg holiday, car service, new white goods.
As I say, my finances are not complicated (sadly). For my 4 pension pots I just updated a spreadsheet with the annual statements when they come in.
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