I genuinely love Personal Capital I genuinely love Personal Capital. I’ve never had a wholistic view of my net worth before. It provides easy visibility to spend categories and how I’m tracking on expenses vs prior month. I have a few retirement accounts so it’s nice having an aggregated view of all my accounts in one centralized space. I would highly recommend Personal Capital. Both the desktop and mobile (app) view are user friendly.

It was a great company until they were… Note: I see many people rating their free services. I am rating their financial advisor services. It was a great company until they were purchased. After that, the company turned south quickly. They sold their expensive 0.89% service rate as beating index by 1% with their superior diversification strategy. Under-performed by 1% so would have been better off in a robo-account. Used to have great advisors, but then turnover accelerated. When I left, advisors weren't even responding to emails. Also, the dashboard consistently had problems that were never addressed.

nothing to say -

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 must have if you're serious about budgeting and saving If you're serious about tracking your spending and budgeting, personal capital is a must. It really helps see where you spend your money and what you can cut back on. Linking all accounts has been easy and the technology at personal capital seems great. And since it's free, there is no excuse not to get it!!