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JimA. I hear you, but I'd have too many entries. I don't want to spend time on that.There's really little I'd miss:*Net worth chart. Schwab, though the time interval is limited.*Spending by category. Sometimes available through credit cards.*Tax-related transactions. Highlighter on a statement. If itemizing looks plausible (unlikely), it would mean just setting up a spreadsheet.*Budgeting. We never used Q for that.Mutwa
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