Zachary
Wonderful App for Personal Finance
I really enjoy that they keep track of every purchase I make and deposit I receive. They keep track of different categories, budgeting, cash flow, and net worth. This app has it all in one place.

Personal Capital is an industry-leading digital wealth management company with a holistic 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our registered investment advisors provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $11 billion in assets and have offices across the U.S.
Personal Capital (personalcapital.com) has 719 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 498 reviews with 5 stars · Clear filters
Zachary
I really enjoy that they keep track of every purchase I make and deposit I receive. They keep track of different categories, budgeting, cash flow, and net worth. This app has it all in one place.
jk
It’s a good way to keep all my accounts in one place and keep track of my spending. Much better than mint.
Carolyn T.
Love this website! So easy to use and the information is accurate and so informative. I recommend it highly.
Zac
Love the program. The only drawback is when it can't pull in an account I'd like. But it would be unreasonable to expect they could pull in any account imaginable. And that being said it pulls in almost every account I have flawlessly and has a request feature to get those accounts loadable. Can't believe it is free.
Rick
It is an awesome tool for tracking all your accounts in one place. Helps you track all your investments in one place to get an overall picture of your finances and net worth.
Derrick
Easy to use and it’s awesome to have everything in one place. The multi-device support is a huge time saver.
Austin
Personal Capital is now a critical part of my daily financial management routine.
Kevin
This app has proved very useful for keeping me in budget and checking my expenses. The layout and features are very clean and insightful. Overall it is very intuitive and provides excellent information about my personal finance.