What is the best program for daily or real-time updates linking all of your accounts? Or is there even such a thing in existance? I always just guesstimate mine based on rounding down to the nearest 1000 in each account.
We use Yodlee (
https://moneycenter.yodlee.com/moneycenter/mfalogin.moneycenter.do?_flowId=mfaloginflow )
It will allow you to show whatever you consider your net worth, with the exception of personal property, such as cars, boats, collectables, etc. You can enter these with your estimation as a manual entry, if you wish. I/DW consider personal property at $0 value, so it works for us.
It will also grab your current home (or other RE) directly from Zillow (like it or not) and post it as a current value, if you wish. It will also show your short term liabilities such as current CC debt.
As a FIDO customer, I also use their FullView feature, which uses Yodlee code "under the covers" to get all our accounts (for DW/me, which includes both FIDO and non-FIDO holdings), which is ported to FIDO's RIP (Retirement Income Planner).
Some folks will not allow 3rd party access to their accounts by allowing account/passwords to be maintained externally, but I/we don't have a problem with it. It's up to you and your confidence in the system.
BTW, a snapshot of Yodlee is sent to our (elder law) attorney, who is also responsible for our estate, along with taking the proceeds and adding them to the SNT (Special Needs Trust) for the benefit of our adult (disabled) son. It makes it easy to keep the current holdings updated if I/DW were to suddenly not be here tomorrow. I guess you could say we also use it as a cheap estate tool, since we don't have to have a separate (billable) session face to face with our attorney every 90 days and just email his office with the current info
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