Personal CapitalReviews of personalcapital.com

Perfect, other than the inability to create custom categories for transactions.

Personal Capital is a great product. What held me back from giving 5 stars is sometimes my accounts don't link/update for a couple days at a time. I also wish there was a feature to export data into excel.

I love the convenience of having all of my accounts linked onto one page. I actually recently discovered three fraudulent withdrawals of $500 on an ATM card by seeing the transactions while viewing my Personal Capital account. The only thing that prevents me from giving a 5-star review is when the accounts are no longer linked, and you have to reset them. To be fair, this could be due to the inked accounts using some form of security. Also, the inability to connect my TradeKing account to Personal Capital.

App is great. Only thing I'd improve is syncing with accounts that have 2 tier security login (password and then security question).

I would give it five stars if it would download my credit card information into the program

Very helpful tool for reviewing all or most of your personal finances in one place.

I've not always been the best at budgeting, I will throw my money into a big pot and just kind of hope that it's there when I need it. Generally i'm in the right ballpark, but there have been moments when you overlook something and problems arise. Personal Capital has gave me a hub to log into daily, to keep track of all my current accounts, investments and any debts I may have accrued. I would recommend this to people who are good with their budgets and bad with their budgets alike. Just keeps a present mind on you finances and allows a good visual summary of where you stand.

The only thing I wish I could figure out how to do, is to track silver and gold spot pricing. Other than that I use it daily. Hope that this is coming in a recent update!!!