Pension app which can view multiple pensions ?
Pension app which can view multiple pensions ?
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gifdy

Original Poster:

2,078 posts

270 months

Thursday 16th September 2021
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Can anyone please recommend an application which can pull together multiple pensions into one view ? I currently have to log into each one or take details from the annual statement and stick them into excel. It would be great to have something that could provide an automatic consolidated view...and maybe also show bank balance & credit cards etc. Ipad compatible would be preferred but android or windows desktop also ok. Happy to pay for it - free apps are usually no good or riddled with adverts. Ta !

Taita

7,995 posts

232 months

Thursday 16th September 2021
quotequote all
MInt or MoneyDashboard can integrate with cards and bank. I add the pension as an Offline account and manually check it once a month.

Basically the provider needs to support Open Banking for a lot of it (although been using money dashboard since WAY before OB).

gifdy

Original Poster:

2,078 posts

270 months

Friday 17th September 2021
quotequote all
Thanks - I've checked & it looks like my bank supports Open Banking. I've been looking at 'Moneyhub' which seems to do the same thing as moneydashboard. Will try them out

LeoSayer

7,819 posts

273 months

Friday 17th September 2021
quotequote all
Read up on the trouble the government and industry are having trying to create a pensions dashboard. That will put you off waiting for anything.

I find it best to keep everything on Google Sheets which I created over time, maintain manually and generally update weekly. I know that's not what you want but I find that the best way of staying in control and developing an understanding of what I have. It really helps with planning but it is a lot of manual effort.

I can access the sheets from any PC and on my Android smartphone and share with others if I want to.

gifdy

Original Poster:

2,078 posts

270 months

Thursday 23rd September 2021
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Boy, that was a mistake. Took the Moneyhub free 6 month trial. I was able to link all my pensions, bank accounts, mortgage etc. It also has a link to Zoopla so you can add house value to your assets. You then get a nice dashboard giving you your net worth and you can drill down to whatever level you want. It updates automatically.

Sounds great, huh ? Nope - I’m now tracking my net worth on a daily basis and worrying why my pension pot keeps dropping. I get notifications on every transaction including from our joint account leading to conversations such as ‘ how much for a bloody haircut !!!! ‘. Think I was happier being in the dark smile