New arrival from Mint, eager to get help tracking our monthly budget, gain ongoing clarity on the various subsets of our investments (such as college savings, my retirement investments, wife’s retirement investments), and track the growth of our net worth.

I have close to no experience working with spreadsheets, so am learning a ton. Spent about 4 hours this evening linking accounts and investigating the various features.

I’m in my early 60’s and 4-5 years from retirement, and wanting to be as prepared as possible and set myself up for success.