I use Fidelity Full View to accumulate transactions and balances (similar to Personal Capital). I periodically transfer monthly totals from Full View into my retirement spreadsheet. It has tabs similar to OP... portfolio, budget, taxes/Roth, SS, and withdrawal strategy. There's also a tab to keep track of my rentals. A couple times per year, I refresh the assumptions and run some long-range projections in Excel, and then stress-test the results against FIRECalc, Fidelity RIP, and sometimes i-ORP.
I've experimented with lots of software, but could never get it to do everything I wanted with the right balance of detail for our situation. Excel was the answer for me. Fidelity Full View still does the hard stuff like collecting transactions, categorizing, and summarizing. I just move whatever summary data I need into Excel for purposes of retirement planning, tracking, and analysis. Too many of the online tools are like "black boxes." I can't fully see what's happening inside the box. Excel can be error prone if you're not careful. But the flexibility to structure the analysis according to your specific situation is why I'll stick to this method.