Personal Capital Anmeldelser 722

Honestly such a great app. Love that it connects to my employer's retirement accounts.

Great product. Very useful.

I check this app daily. I love that I can see changes in my 401k, credit card balances, and home value all in one place and in live time.

Awesome app and web dashboard for tracking your net worth. I love how it shows you how much equity you have in your house and also the way it tracks every single stock trade. Bravo.

If it weren't for some connection issues with a couple of my accounts I'd rate 5 stars. I like the retirement calculators, but they seem not to user friendly. Also not geared toward those interested in FIRE (Financial Independence Retire Early).

Great platform. No 5 start because when signed up was told would receive $20 yet after almost a month no way to follow up on.

Have trouble keeping account sync with smaller banks working. Have not got my bank account to update in over a month. Works fine on Mint.

I love it. It gives you plenty of data about your finances.

Works well for the most part but some of my accounts don't update properly. For example, Dell Financial Services (mydfs.dell.com) doesn't seem to get authenticated properly and therefore won't update.

It's great just wish they could support T-Mobile Money Checking account already :). That would turn my rating to a 5 star

So easy, makes seeing my full financial profile super simple.

A great way to analyze your personal finances!

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.

Fantastic finance app! This has been my financial bible and I have seen some incredible results from using it.

I was really excited to make the switch over to Personal Capital from Mint. It has way more integrations and analytics than any other provider. However, for whatever reason, they are unable to connect to my Santander account. I've reached out to customer service on multiple occasions who had no suggestions or timelines for fixing. They simply told me that because it wasn't a mass issue, they likely wouldn't address it.

While I can understand why you wouldn't pull a full development team out of their workflows to address something minor, I would have thought someone could have, at the very least, tried to help me troubleshoot.

I'm hopeful I'll have the opportunity to actually use the platform soon, but I'm certainly not holding my breath

i wanted to transfer over from Mint to use personal capital but there are too many things that it cant do. the capital one cards, the transaction history thats limited. ive emailed to get these issues fixed and it always seems like the answer is sorry nothing more that we can do. so now im back to using mint.

Overall good service, love the portfolio allocation check. I would like improvement to the accounts linking, often times my accounts unlink or duplicate.

I like it a lot! It gives me a full picture of my financial status, including my cash, investment and loan. Also I like budgeting while I can also keep my expense on track.

Easy to use and track your finances on one platform!