Personal CapitalReviews of personalcapital.com

The best all around personal financial tool in managing all accounts, all transactions, and investment analysis. Would love the ability to have more expense categories or for the tool to recall what a transaction was for the previous month and appropriately label it the next time it occurs.

I love this app because i get to see my overall net worth and i dont have to deal with putting all my savings and expenses on a spreadsheet. The only minor thing that I wish will improve is one of my bank accounts and brokerage accounts keeps signing off and i kept fixing my log in of my bank accounts so I can see my up to date net worth. I sometimes dont remember my password when it asks me to sign back in since I’ve already log in the first time when i register my account. Is it really necessary to enter my credentials again when it kicks me out? I didnt sign off my account. I dont know why one of the account signs off randomly. But thats the only minor thing that wish it improves is to keep my accounts signed in. I constantly keep fixing my account because t doesnt count my overall new balance when its signed off. And another thing is, the account balance takes about 5 mins to load meaning when i try to log in to check my account, it takes about 5 mins to load and it renders/buffers for a really long time. Again, these are just my honest comments about my experience with this app. Wish it would have been faster loading when i sign in to check my balance net worth. Overall, i enjoy this app alot. This helps me keep track of my assets and liabilities.

I have used PC for 2 years now. It has assisted me in sticking to my planned budget and get a realistic, live picture of where my spending and finances are at. I sometimes get a little frustrated when there is a delay in transactions posting because I cannot immediately update the categories at times. Other than this, I really enjoy personal capital and it is very user friendly. Because it is free it also makes it amazing value!

Looks great so far!. Thanks for the excellent service

Fantastic syncing of accounts across the board. Must work on syncing crypto accounts (Coinbase, Celsius, Kraken, etc.) and do a better job of syncing with US Government accounts (TSP, namely).

I like the platform and the tools available but the issues with connecting some of my accounts has been a pain. Overall, it’s cleaner and easier to use than the now ad infected Mint.

I like it for keeping track of where all my investments and cash is, and measuring my net worth. But I'm still waiting and hoping for you guys to implement the ability to link crypto currency wallets. I have many manual banks that I have to manually go through and adjust the balances of my crypto. As well as my Spend and Borrow accounts with M1 Finance. I also can't measure the allocation of my crypto relative to the rest of my overall portfolio without doing it by hand. It's not really a big deal for me but I would have given you guys 5 stars if you had this feature. Thanks for making it free though I really appreciate that.

This has everything you want to analyze your financial position. The only thing I wish for was better integration to address sites that require 2-factor authentication. You have to constantly update those feeds to update your transaction history.