A must have if you're serious about budgeting and saving If you're serious about tracking your spending and budgeting, personal capital is a must. It really helps see where you spend your money and what you can cut back on. Linking all accounts has been easy and the technology at personal capital seems great. And since it's free, there is no excuse not to get it!!

Personal Capital is broken most of the… Personal Capital is broken most of the time. I have opened dozens of support tickets with the vast majority that go nowhere. Citi Card, Amazon, Navia, etc etc don't work with Personal Capital. It's so frustrating that I am going to go back to Mint or another platform. The "aggregation support" is beyond bad.

Fantastic tool for getting and keeping… Fantastic tool for getting and keeping your financial house in order. Easy to set up, and once you do, you can get both a bird's eye view and a detailed look at where you stand with regard to cash on hand, investments, loan debt, and credit card debt. This is the most useful general finance app I've come across.

PURE POISON Pure poison. Invested 100k. They managed to lose 12.5 % or $12,420 in 20 months. We're retired 67 years old. They lost or stole $6,108 from date of closing 08/15/2023 to date of payout 08/21/2023, three business days in total. Multiple errors throughout on their part. The most egregious act was to cold call us and try and talk us into investing another $250,000 that was in a high yield savings account. We've been cut off from the financial advisor and the advisory team. Emails returns with delivery failure notices unable to schedule calls which was very easy when they had our money. Fiduciary investment firm, you decide.

As a former Quicken user… As a former Quicken user, I can't see paying $45/year to buy a subscription. I tried Personal Capital and am very pleased with it's interface, performance and pricetag. The only weakness I can see is the inability to track cash purchases or do online updates of manual accounts. Otherwise, I think I'm hooked.