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Anybody use Yodlee software to track finances?

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    Anybody use Yodlee software to track finances?

    Pretty handy way to keep track of everything. I have been using it for several years. Able to link checking,savings,mortgage,auto, credit card accounts, and such.
    Would this in any way, help an attorney....... to verify/ see what you owe?
    North Carolina

    #2
    I used Yodlee for a few months, but switched over to Mint Financial a few months ago.
    Stopped Payings CC's: 8/14/2009 | Retained Attorney: 9/23/2009 | Filed CH 7: 12/7/2009 | 341 Meeting: 1/21/2010 - Complete | Discharged: 4/9/2010
    "One person pretends to be rich, yet has nothing; another pretends to be poor, yet has great wealth."

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      #3
      Originally posted by LimpDisc View Post
      I used Yodlee for a few months, but switched over to Mint Financial a few months ago.
      I like Mint as well, my only problem is that I can't budget my salary biweekly. It only allows monthly. When you're recovering from a bankruptcy, averaging the salary doesn't work real well.

      As to the OP's question, I had all my bills, assets, income and planned exemptions in spreadsheets. Lawyer didn't want to see them, just gave us their forms to fill out. Bottom line is that you are swearing that the information in your petition is true and accurate so it's really on you, not the attorney. Are you trying to prove that you qualify for a Chapter 7?
      Case Closed > 2/08/2010

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        #4
        I shouldn't say anything out loud, but I stopped using Bank of America's version (Portfolio Manager) after I realized that all my PIN numbers were in one place.
        Chapter 7 (No Asset/Non-Consumer) Filed (Pro Se) 7/08 (converted from Chapter 13 - 2/10)
        Status: (Auto) Discharged and Closed! 5/10
        Visit My BKForum Blog: justbroke's Blog

        Any advice provided is not legal advice, but simply the musings of a fellow bankrupt.

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          #5
          Originally posted by BobMango View Post
          As to the OP's question, I had all my bills, assets, income and planned exemptions in spreadsheets. Lawyer didn't want to see them, just gave us their forms to fill out. Bottom line is that you are swearing that the information in your petition is true and accurate so it's really on you, not the attorney. Are you trying to prove that you qualify for a Chapter 7?
          I was thinking more of using a copy for the initial consultation to show what I owed? I figured I would have to fill in his forms if I retained him.
          North Carolina

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            #6
            You Need A Budget is pretty good software.
            Well, I did. Every one of 'em. Mostly I remember the last one. The wild finish. A guy standing on a station platform in the rain with a comical look in his face because his insides have been kicked out. -Rick

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