[whyleyc]

Have you considered https://tiller.com/ ? They can pull feeds in and refresh automatically but have a big privacy play so that only you get to see your finances (and display and manage it in Excel or Google Sheets).

[grvdrm]

Do you use it? Curious for your thoughts. Right now I have CoPilot. Apps are ok, not great.

https://copilot.money/

[doctorhandshake]

Big +1 for Tiller after trying several other options including YNAB. Your data in a spreadsheet - go nuts, use our templates, make your own, etc.

[GoatOfAplomb]

Thanks for the tip. I'll definitely look into it.