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.

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.

Unreliable They asked for this review, so here it is. When I first downloaded the app it was great, but most accounts don’t update correctly or regularly. I read somewhere that they were good at keeping up on this, but in the 4 months I’ve had the app I haven’t seen any of them get fixed and only ones that at one point updated have stop working. Recently they just did a whole style update, which is great but honestly a little frustrating, they should be spending their time making the app work right but instead it just looks better, and still doesn’t work right.

Central hub to manage finances I love Personal Capital and recommend it to friends to begin their financial journeys. The net worth graph is an easy way to view the impact of debt and grow assets. I also love the monthly emails that give me an idea of how I'm budgeting. Overall - highly recommend this app to have in your financial tool kit to run mini personal finance reports to get a "temperature check" on how you're doing :)

I love having a place to keep up with… I love having a place to keep up with everything for free, a safe place that respects my Hustle. Although, I'm good enough to run my own portfoliio, PC has helped me realize which Assets of mine have too high of an Expense ratio. For that I am eternally grateful though if I did let this institution balance my holdings I'd be paying as much in expense ratio as a cost for management; which is a bit counterintuitive.