Monthly financial habits

[$martypant$]

Hi everyone,
I'm trying to figure out the best way to regularly check all my bank accounts and credit card accounts. I currently use Mint, but don't really do it on a regular basis. What I would like to do is receive a simple list of transactions every month in my email (or Evernote) that I can go through quickly and easily. I currently get emails from my banks but these require you to login every time in order to see stuff.

I was wondering how other people check their bank statements without making it an ordeal and other things I should be doing on a monthly basis.

$martypant$

[pdxmonkey]

I have most of my things at one major bank. Credit cards, checking, savings. Investments are scattered about, but the stuff I need to monitor often is all at one bank. It's a lot easier and helps me keep my sanity. I have their app on my phone and can check it whenever. I do have to log in, but since it is only one login for all the accounts and they all show up on one master screen where I can click on each account it is a pretty fast and simple process.

[jms493]

I have one bank account.  I check it every morning as part of my routine at work.  I don't have any credit cards.

My Mortgage, Investments, and other accounts I check periodically on a monthly basis...there isn't much to monitor there.

I do use credit karma to check on all my open accounts to make sure no fraud is happening.

[MoneyCat]

I use Personal Capital too. It is vastly superior to Mint. Not even a close comparison.

[WSUCoug1994]

I have never used Mint or Personal Capital but Bank of America has a account consolidation capability call My Portfolio (similar to Mint?) where I can see every single financial and rewards account in a single page view and all of my transactions from all accounts in a single view.  It is free with my BOA checking account.  I love it although it wont email you anything - you have to log in to view it.  I don't believe this view is available on their mobile app either.

[galliver]

Mint can sends me a weekly spending report; I'm not sure if you can change the frequency to monthly, and it just shows spending/category, but it might remind you to check the site?

[simmias]

I use Personal Capital too. It is vastly superior to Mint. Not even a close comparison.

I like Personal Capital as well, but find it can't aggregate about a quarter of my financial institutions, as opposed to Mint that only has problems with one.  So, Mint it is.