Worth trying out Makes keeping track of your finances so much easier! You can seek all bank accounts, credit cards, retirement accounts, and anything else you may have, all in one place. It has helped me keep better track of my family’s finances. I would highly recommend giving it a try.

A long time customer…. Some great technology but not particularly impressed with their investment performance! I give them high marks for diversifying but I have little difficulty beating their performance! I keep only a portion invested with them as a hedge on the off chance I am wrong:) The Rebranding was a remarkable stupid decision!

Holds lots of info, not very neat The software is great for holding A LOT of information. You can put everything in there. However, it doesn’t let you put % ownership of real estate investment properties (if you own with a partner) and can’t link purchasing activity to Venmo. I also think the interface could be a lot cleaner. It’s takes some getting used to, I’ve had it about a month and I still can’t navigate it as efficiently as I’d like.

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.

I do recommend personal capital 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!