Can't seem to figure out how to classify unclassified investments. I've emailed them several different times, still not working. I classify them PC "forgets" my manually assigned tickers... Going on for well over a year. Also the Android phone app is very limited. No checking performance against indices or retirement planner. Can't log into the website to do this on mobile either unless you force the webpage to load desktop view or alter the user agent broadcast by your web browser
The current version breaks the investment view on my Google Pixel. It says I don't have any investment accounts linked, but shows my investment balance... I have tried contacting support via the desktop page (they removed the in app feedback option), but have not heard back..., very disappointed. The app used to be excellent, I may have to try to go back to an older version. The web interface and an older version of the app work fine on another phone though.
A lot more reliable and easy-to-use than Mint. Also combines investment monitoring tools and financial advising. The web interface is so slick but the app could use serious visual and design overhaul, especially Material aspects. Sync for particular accounts is excruciatingly slow. Wish they'd stop pestering you with calls for free advising.
Some fundamental issues in the way expenses are assigned prevent proper cash flow modeling. I pay bills (rent, utility etc) directly using bill pay from an investment account. I categorize these as rent or utility etc but the app does not recognize these as expenses for cash flow. This is a fundamental flaw in their product.
Last version broke all linked accounts and now my personal capital investment account is not even seen! Fix please!
This is a good replacement for Pageonce / Check / Mint Bills which Intuit has now killed, trying to force the former users of that app to Mint. Mint does not have the features that Pageonce had, and Personal Capital now has. It allowes me to quickly see which debts I had that were costing me the most in interest, and allowed me to pay off my highest interest rate accounts first, reducing my income charges. I now am paying no credit card interest, paying off a second mortgage this month, and plan to pay off my car loan within a couple months or less. I find learning to manage credit accounts intelligently much more useful than Dave Ramsey's approach of cutting up all the credit cards and paying only with cash! I find Personal Capital makes it possible to manage credit accounts wisely. Hopefully, I will soon be able to start investing more, and make use of the investment tracking which also looks very helpful.
Updated look and feel.
Custom categories and category editing.
Ability to choose custom date ranges.
Ability to mark a transaction as a duplicate and exclude from reporting.