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Personal Capital Budgeting & Investing

By Personal Capital Corporation


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Personal Capital is the smart way to track and manage your financial life. We combine award-winning online financial tools that provide unprecedented transparency into your finances with personal attention from licensed financial planners. The result is a complete transformation in the way you understand, manage and grow your net worth.

Our unique combination of people and technology makes Personal Capital the smart choice because you can see all of your accounts in one place. Our dashboard provides real-time data that uncovers trends and accurately reflects your cash flow. And as fiduciaries, our advisors are legally bound to act in your best interest so we will never put our personal financial gain above yours. Let Personal Capital help ensure that you’re always moving towards your financial goals – at significantly less cost than traditional financial advisors, and with no hidden fees.

“2014 & 2015 CNBC Disruptor 50 List” – CNBC
"Best 5 Free Apps to Invest Smarter" – CNN
“Time Magazine's 50 Best Websites” – Time
“Best Online Tool to Track Your Investments” – Forbes
"App Store Staff Pick" – iTunes
"Editors’ Choice" – Macworld
“One of the top Registered Investment Advisors (RIA) in America” - The Financial Times

“Minimal account connection hassles, detailed financial information, and the option to speak directly with a financial advisor make Personal Capital the best free finance tracking app available.”
– Macworld

With the free Personal Capital app, you can easily and quickly link your accounts. We integrate with over 14,000 financial data sources, including Fidelity, Schwab, Wells Fargo and thousands of local and regional credit unions. You can be up and running in about a minute for a 360° view of your financial life.

Set a spending target and track it on the go
Review new transactions

Create and follow a budget
See if you’re spending more than you’re making
Monitor credit card balances
See detailed income and spending by category or payee
Drill down into a category to see transaction details
Review transactions in the last 24 hours with the Recent Transactions Today extension

What’s the market doing? And how is it affecting your assets? Track the numbers by account, asset class or individual security.
Compare your portfolio against major market benchmarks and stay on track to meet your investing goals.
Install the Holdings Today extension to track daily market and individual holdings movement.

Personal Capital advisors are licensed financial advisors who provide customized advice tailored specifically to your goals.

With Investment Checkup, you can compare your portfolio’s allocation to the ideal target allocation and see how well your investments are doing. Uncover opportunities for diversification, minimize risk, and pinpoint hidden fees to fine-tune and improve performance.

Is your portfolio working as hard as it could be? The Allocation Checkup feature could save you thousands on expensive mutual fund fees.

Get a quick retirement plan based on your actual financial data
Easily add future goals like a home purchase, remodel, college spending, vacations
See the impact of your future goals on your overall financial health

You can use the Personal Capital app with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances knowing your data is safe.

What's New in Version 6.2

Added Personal Strategy, a new feature exclusively for our investment clients
- Monitor your portfolio activity with rebalancing, dividends, tax loss harvesting details and other trades
- View the long-term performance of your Personal Capital accounts
- Model recurring contributions to see the future value of your Personal Capital portfolio
Updated navigation colors and client-specific color theme
Bug fixes and stability improvements


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Customer Reviews

Finally Works

I've tried quite a few sites and apps similar to this in the past. Mint, Yodlee, even Personal Capital before. They never seemed to get the job done before. Some accounts wouldn't sync right, things would be buggy, etc. The current version still isn't 100% perfect, but it's really close. I have one mortgage that shows up as a general loan (lumped in with student loans and such instead of the other mortgages I have), but it still syncs and gives the right balance, so that's pretty minor. The current version syncs multiple brokerage accounts, 401Ks, bank accounts, mortgages, student loans, and credit cards. It shows transactions, interest rates, payments, and my personal favorite - it shows pretty strong and relevant investing information including the return of my investments as a whole (across all investment accounts) versus the returns of the large indexes and also shows the allocation and of my investments (again, aggregating all accounts) and makes recommendations on how to balance my portfolio to improve risk-adjusted returns. And the financial advice they are giving seems to be very solid from the parts that I've read. They offer to manage your investments for you for a reasonable fee if you choose to do that (I still manage my own though and continue to use this app for free). This is a fantastic tool! Thanks for developing it!!

Best Financial App for Me

This is the best app I've used for tracking my overall finances from a cast that includes Quicken, Quickbooks, MYOB, YNAB, Banktivity and many more. It is not a budgeting tool per se, in the sense of a household budget monitor, but it gives me more useful information in a quick capsule form, than any other app without the tedium inherent in trying to manage every cent. For an practical investor who is not obsessed with markets and movements, this is the right combination of ease of use, relevance, and utility. As with other reviewers I have experienced connection difficulties with financial institutions for downloading data, but I have found that the difficulties tend to come from the institutions. I have no problems connecting with mutual fund companies. I have virtually no problems with my commercial bank, but lots of problems with my the bank for my personal accounts. Overall, I think this app does a better job than most. At least when I do run into a connection problem, it has generally been easy to fix, which has not been the case with other apps.

Wrong account values showing and no support

I was a huge fan of personal capital, and used the service for managing net-worth and investments for the last two years. The app is easy to use but it is completely unreliable for aggregating data from banks and investment holdings. It routinely freaks out and shows completely random values in investment accounts like E*TRADE and Fidelity. Or simply stops being able to communicate with the accounts. There is no way to manually adjust values so when it breaks your historical data is completely screwed. Mint has no issue reporting the correct aggregated data btw. Worse the support at personal capital doesn't exist either, I have submitted multiple tickets to have them try and fix these account aggregation issues and have not heard anything in over four weeks. I was previously considering using personal capital for investment management, but based on my current experiences I would not recommend them for money management services since it would be impossible to confirm if they are providing you the right information in the first place or get support when there is a problem.

Personal Capital Budgeting & Investing
View in iTunes
This app is designed for both iPhone and iPad
Offers Apple Watch App for iPhone
  • Free
  • Category: Finance
  • Updated:
  • Version: 6.2
  • Size: 62.5 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

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