EB
Great except it doesn't include monthly bills like utilities
It would be really helpful for budgeting purposes if we could also include monthly recurring bills.

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
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Investments & Wealth · Orange, California
Excellent
Showing 37 reviews with 3 stars · Clear filters
EB
It would be really helpful for budgeting purposes if we could also include monthly recurring bills.
Mike
Overall not a bad service but would be infinitely more helpful if they would actually sync to my bank accounts and mortgage company.
bz
I have been using Personal Capital for a long time and I have loved it. But the app seems to be aging now. No major features/changes in a long time. The UI has remained more or less the same. And with so many new apps with more and more features and much better UI popping up, I am inclined towards trying new options.
Chris
This is a great program for tracking trends with net worth and investments. The budgeting features are not as good as Mint.com. They have a very limited list of categories and you cannot create new ones. I also wish manual accounts could be listed as investments instead of only being able to list them as "assets"
Dan C.
I enjoy using Personal Capital as one of my finance amalgamation tools, however as of late the customer service response time to correct issues has been very slow. I have had an account that won't link and has been being worked on since before Christmas. I don't use or open the app as frequently because this issue still remains unresolved. Great app but needs work and customer service needs to respond quickly to remediate issues within in the app.