Personal CapitalReviews of personalcapital.com

Yes absolutely. Having invested in multiple places and holding multiple accounts. I wanted a unified experience. Personal Capital does a decent job at it. UI can be made better, but that's no big deal. Fact that few months back I wasn't able to add Stash (rest every other account I could add - BofA,Chase, Acorns, Robinhood). But few backs I randomly checked to see Stash accounts can be linked. a. Would have been great had I been notified. b. But its great more and more accounts can be added from varied sources. All in all, one stop shop!

It works well, however I have had a ticket open for months now due to an account not showing correctly and your support team have not fixed it yet.

Awesome! I liked the way My Income, Expenses, Investments can be viewed in one place as I wanted to...

I really like the PC ap and what they are doing . It’s a great way to see all my assets and liabilities in one place and monitor my investments with a quick glance . I even placed my entire emergency fund (5 figures ) in their new “personal capital cash”” Account so I could take advantage of the 2%+ interest rate they offer - a pretty good deal . The biggest issue I have with them and why they They are getting 3 star review is because Recently my bank did a software upgrade that doesn’t mesh well w/ PC aggregator code and so doesn’t update and gives me errors . PC has confirmed this is a issue on their end on with their code based on conversations both I and my bank officer has had with their client support team . My bank is Bench Mark Bank in Texas And is a fairly large regional bank in our state. The issue has not been resolved since June 18 2019 - and I have been told that no firm time line is in site....it’s very frustrating that they haven’t resolved this sooner - i feel like they aren’t prioritizing me as a client and I am sure I’m not the only one with this problem. I hope PC figures this out soon .

It sounded like a good alternative to Mint, but it's missing some key features that mean I'm likely to not log in again. 1. No line-item budgeting. It's standard practice in all budgeting best practices to separate out budgets for things like Groceries from Restaurants. Personal Capital is more of just a "spend [x] amount per month" and then you can see *where* you spent money, but it doesn't help at all for *planning* where to spend your money. 2. Doesn't link to a few accounts that are required to do things like wealth management. The main ones lacking are my life insurance plans and my kids' 529s. Both show up under the available types, but neither will actually log in despite logins working just fine when going to the sites direct. Also Wells Fargo won't log in and that's where my house loan is.. so yeah, that's a big deal. 3. The "add more accounts" popup every time I log in is obnoxious. I already have all of mine linked.. how many times do I have to tell you that I'm done adding?

Easy to use and a lot of information to look through.

I like it! I love having everything in one place. It makes my financial life much simpler. And in this case as in most, simpler is better. My only comment would be the ability to clean up the overview—there are a lot of services (like the cash flow and expenses) that we use another software for so it would be great to customize that first page with what we want.

Would love a better visualization of my automated & recurring money movement between different institutions. Right now, it's basically a list in a feed that just says money moved from one place to another. But what would be great would be higher level visualization of this all so that I can see it at a glance or bird's eye view.