dlee
I love the baseline view you get …
I love the baseline view you get relative to last month's spending. The NET WORTH figure on top is also great. It motivates me to grow that number! Thanks team!

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
Excellent

Investments & Wealth · Orange, California
Excellent
719 approved reviews, newest moderated first
dlee
I love the baseline view you get relative to last month's spending. The NET WORTH figure on top is also great. It motivates me to grow that number! Thanks team!
Ben
Great product for a great price, would highly recommenced.
Christopher
Tough call on this one. On one hand, I love Personal Capital. It's great, the visuals are amazing, and so useful. But there is one major problem: LACK OF CUSTOM CATEGORIES I still primarily use Mint (despite not really liking it) and can't abandon it because this is essentially a dealbreaker. I've borderline deactivated Personal Capital several times for this very reason. It also pulls in my Credit Union car loan info just fine, while PC cannot ... but that would be an acceptable "not every thing is going to be perfect". But custom categories? Seems ovbious.
null
Its Good But sometimes it tasks long time to get the Most recent updates from all accounts
Kenneth D.
Awesome software, gives me a view of my wealth and very accurate. Saves time by having all data in one place.
Kyle
Best way to get a 30K foot view of your finances.
Richard C.
Personal Capital fits what i need perfectly. The ability to track my spending and income across all my accounts has been a very large driver to my sense of becoming financially independent.
Daniel
Perfect, other than the inability to create custom categories for transactions.