Personal CapitalReviews of personalcapital.com

Personal capital gives you great financial optics. Exactly what I was looking for.

You can't even link my 401k account. It has been missing for two weeks now. It completely renders the site useless. If one account doesn't link that ruins the entire website. I see your TV ads all day. Quit spending on ads until you have a product that actually works. Merrill online benefits is the account that is not linking. I have emailed the company twice about this and twice gotten the same generic reply with no reason as to why it is not linking.

An excellent app for keeping track of all of your personal finances. I love seeing and tracking all of my investment accounts alongside my banking accounts. I love the cash flow view that shows me exactly how much money I take in and spend each month. I can finally easily and quickly quantify my investment income. The budgeting view lets me use Personal Capital like a regular personal budgeting app, and I love the ability to easily set and see a monthly target budget. The only downside is that the interface is a little unintuitive at first, because there are so many functions.

Personal Capital gives me a really easy way to figure out if I'm being smart with my money. I love the month over month budget comparisons, and it is great that it allows me to link so many accounts.

Needs to get more familiar with it, but it is what I needed fore

Won't connect with my Wells Fargo mortgage account OR Franklin Templeton major investment account, making it completely useless. Also I opened a support ticket and never received any reply.

It is better than Mint for the reports. It is easier to track overall spending vs earning in one place. Easy to use.

Having all my accounts displayed in one location allows me to get a common operating picture of my financial health. Thanks for this great tool.