Personal CapitalReviews of personalcapital.com

Love it - no need to waste time on data entry or to logon to all different accounts separately to see what's going on.

Love it! I can edit and categorize transactions for use in my financial statements.

This app transformed my life. I love it. I wish they add OCR for receipts and bill due reminder so I can track my cash flow a little better but other than that it's perfect!

It may be too early for me to figure out if it's awesome , especially for my assets, but so far it is very wonderful. In the long-term, however, I would have a more accurate and in-depth review of it.

I was looking for an alternative to Mint because I couldn't find my bank at Mint for auto updating. Personal Capital does budgeting but its not what its best at. It looks to me like Personal Captial is superior for tracking assets and growth and total wealth. But for budgeting Personal Capital is inferior and didn't really come close to meeting my needs. Not a bad service I think, just not the service I needed.

They do a lot of background work to make sure all the accounts are synced correctly. But there is a lot of functionality that the community has wanted for a while that never seems to get implemented. These changes are just basic accounting that should be part of the platform. An easy example is the inability to split up a mortgage payment between the expense (interest) and the liability (principle) accounts. I'm unaware of any other budget/accounting software platforms that doesn't let you do this. After typing that last sentence, I'm realizing how big of an issue this is and changing it from 3 stars to 2 stars :(

Great App! Very user friendly.

Unless I am missing something obvious there is no way to include my yearly (every paycheck) additions to my 401K and have a calculation of compounding interest on those investments. If I do not have that then the retirement planner is completely ineffective. If they fix that (or someone explains to me how crazy I am) 5 stars everything else works quite well.