The official tablet (and other useless electronics) thread!

[WRXtranceformed]

Bummer, it definitely gets harder to track finances the more your money is spread around between institutions. I consolidated most everything years ago when Ben became our FA and that helped bring everything together under the BoA/Merrill dashboards. Just FYI, the BoA web platform and app do show debit and credit pending transactions pretty much immediately after they are charged. That is definitely super nice in terms of visibility. Not sure how big of a presence The Bank has out your way but I will give them credit for their personal banking and Merrill's wealth management...they are all on point in terms of technology and service at local bank branches here

We're pretty consolidated...

Well Fargo - checking, savings
BECU - testing out with child(care) checking and savings before leaving WF
Vanguard - 401k, Mutual Funds, Brokerage
Scottrade - stock market play money

I need to move Scottrade into Vanguard and will likely move all WF to BECU, so then I'd only have two.

Banks show available amounts assuming you initiate the transaction on their site (although WF requires you click into the account to see it - I want a snapshot of all). If I schedule a credit card payment on the CC's website, WF won't know there's a multi-thousand dollar transaction pending two weeks from now.

I see, yeah dump Wells they are trash for anything personal accounts related My experience with them for my mortgage was by far one of my best financial transaction experiences ever though. Merrill lets me import external accounts so I've got visibility into my mortgage and car payments / liabilities all in one place

My CC is through BoA too so I've got the leg up there. Since we buy everything we can on the CC to stack up points and pay it off every month, that gives me 100% visibility between checking/savings/cc on all outgoing payments every month