John
Posted
Great for networth
Personal Capital is great for an overview of your Networth. I would not recommend using for your monthly budget.

Great
719 reviews
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 Consumer Courier, with an average rating of 4.4 out of 5.
719 approved reviews, newest moderated first
John
Posted
Personal Capital is great for an overview of your Networth. I would not recommend using for your monthly budget.
Ms Shannon M.
Posted
A fantastic app! It allows me to review all my finances in a glance.
Carl
Posted
Really helpful and insightful.
Allison
Posted
They offer lots of graphs that are easy to understand, and adding accounts is easy.
Julie
Posted
Personal Capital is a convenient way to keep track of your cash flow and worth. After some very quick set up, I have an easy way to look across my bank and investment accounts, which is great for budgeting.
Jamie
Posted
Easy to use, one place to keep track of all my finances
null
Posted
Great tools to consolidate all of my accounts in 1 place. Provides easy to use dashboards that allows me to track my habits and make better decisions.
Brian
Posted
Syncs just about any account type, including smaller banks. The ability to check your net worth at any time is incalculable. Highly recommended