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.
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.
Used to love it but like the other user, holdings option dissapeared after the update and nothing shows up in my portfolio view after update (just asks to link account despite having 15 investment accounts linked)
Can't connect to an account no matter what I try, so now it's out of sync by 2 weeks. Support is non-responsive...Been well over a week
Great app except after most recent update. No more "holdings" section in the new app. Bug? Update: In reply to developers question: No holdings listed on the pop out menu. I only see net worth, transactions, cash flow, spending, income, portfolio, financial advisor, resources, research insights. Can't attach a screenshot due to app limitations.
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.