Best way to get a consolidated view of family assets & net worth

[Rahul]

I used to use Kuvera; it let me import CAS for family members. Now it shows the error: Mutual fund sync is temporarily paused. I looked on Reddit, but most threads talk about Groww or IndMoney. From what I see, even Groww isn't tracking external mutual funds properly these days.

Anyone got a fix? Or maybe I could ask Claude to write a custom Python script to pull in a CAS statement. Still, savings and FDs would be manual, which is a hassle – we have 4 family members, over 10 accounts and a bunch of FDs. (My wife loves opening FDs and RDs for yearly expenses).

[Kamal]

Google Sheets works for me; Cams gives Excel sheet reports.

[Madhuri]

We understand your concern about the missing transaction imports. Please note that we are revamping the entire import flow to make it smoother and more reliable.

The updated experience is in its final stages and should be live within the next few days to a week for users with a single PAN account.

We really appreciate your patience while we improve the service.