Personal Capital Reviews | Read Customer Reviews of personalcapital.com

Personal Capital Reviews | Read Customer Reviews of personalcapital.com

Personal Capital reviews

719 approved reviews, newest moderated first

Carly P.
Jun 4, 2020
I wouldn't be where I am today without…
I wouldn't be where I am today without PC. And I started 5 weeks ago! Serious game-changer.
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j S.
Jun 1, 2020
feels very safe
feels very safe, I've been using PC for almost two years now. Would be in over my head without them!
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Kevin
May 31, 2020
A Great Tool to Visualize and Track All Your Finances
Personal Capital provides a great way to keep track of all of your finances in one place. I use it as a tool to view my total savings, investment, and spending, all with useful graphs to help me visualize the information. I don’t really use the spending categorization that much, as I feel Mint does a better job of spending tracking, but as a total portfolio visualization this app does a great job. So far I haven’t had any issues linking assets from a number of sources, including ETrade, Fidelity, Vanguard, and Chase. Highly recommend this app for getting an overview of your total financial picture.
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JE
May 30, 2020
Love Personal Capital for all of my…
Love Personal Capital for all of my personal finance tracking needs. Better than any other software I've used- highly recommend!
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Patrick
May 27, 2020
Continuous errors with adding accounts
Continuous errors with adding accounts. Good interface, though. "Log on to the third party website and come back to Personal Capital." OK. Done. "Error updating your account. Please log on to the third party website and come back to Personal Capital." Repeat 10 times and never add your account. Thanks.
Response from Personal CapitalJan 29, 2021
Hi Patrick, If you could email [email protected] we would be happy to look into your aggregation/syncing issues and see if we can help!
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Drew P.
May 26, 2020
The best personal finance app I have on…
The best personal finance app I have on my phone + web browser. Easy to use and clean interface. Gives you the 30k foot view of your finances while also tracking your day-to-day progress. Highly recommend.
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Lisa L.
May 24, 2020
Central hub to manage finances
I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails that give me an idea of how I'm budgeting. Overall - highly recommend this app to have in your financial tool kit to run mini personal finance reports to get a "temperature check" on how you're doing :)
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monster
May 18, 2020
Makes it easy to see (almost) all your…
Makes it easy to see (almost) all your accounts and balances at once. Hopefully they will link to / support Coinbase soon. It’s easy to use and has lots of tools built in.
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