Personal CapitalReviews of personalcapital.com

I've been using Personal Capital for a few years now and I can't say enough good things about them.

IT depends on what you are looking for. I'm looking for a Quicken replacement. This is not an adequate Quicken replacement.

don't support my bank and the accounts that they do support. when I try to line them, they wont. personal capital says they see the problem and its on their end and they will fix it. been about 3 months and still not fixed

Still didn't get my Amazon gift card for signing up (seems to make weeks for processing things at personal capital) and can't add my Wealthsimple account. Also wish I could add cryptocurrency balances.

Personal Capital has a large array of offerings for tracking with no price tag. It does the job of tracking investments overtime better than any service I've used which is why I'm rating them a 5 for their core feature. Other places do budgeting better but from a purely tracking standpoint Personal Capital is the winner.

So far the software has been awesome! Really shines visibility into your finances, particularly your investments. I think that the banking categorization is great too, could use very minor tweaking with some of the uncategorized expenses that get pooled together. My only suggestion with that is that when you set a uncategorized expense into a listed category, all other purchases from that company/vendor should automatically be changed to that category that you selected in the list. That would save time and energy from having to change each and every one from the same vendor.

I've been using PersonalCapital for nearly 2 years and I love how I am able to see my entire financial portfolio in a clear, organized manner. The experience has been great in helping carve out my larger financial goals.

Budgeting needs work. Need to be able to split transactions for budget categories. Also need to be able to add transactions to manual accounts, not just update the balance.