For a consolidated view across all of your accounts, Quicken is probably the closest to what you want. There will be setup involved to get the custom reports that are important to you, but it does include tax planning features so you can see what liabilities you e accrued throughout the year. It’s double-entry bookkeeping, so there may be some hurdles as you work through the expense tracking side of things to make sure it doesn’t double-count transfers and such. I think you’ll have to link the investment accounts to get proper balance updates and income tracking. It’s not perfect, but it’s probably the best there is for all-in-one budgeting, net worth, and tax planning tools. One thing I can’t speak to is how well they handle things like Social Security taxation since it’s been years since I touched it.
Statistics: Posted by castanet — Wed Jan 28, 2026 12:26 pm — Replies 1 — Views 59