February 12, 2018 CuttingEdgeTech 0Comment

The brainchild of former PayPal and Intuit CEO Bill Harris, Personal Capital will help you budget and track monthly expenses, savings, and debt, but its real focus is investments. Still, there’s plenty here for household budgeters who just want to better manage their spending and sock away some money for college, retirement, or that dream vacation.

Personal Capital is really two tools: a free personal finance manager and a paid investment management service. The personal finance manager, which we reviewed, allows you to keep tabs on your income, spending, assets, and investments from a single portal.

Once you log in and link all your financial accounts, Personal Capital aggregates all the data on your dashboard. In a clean layout of graphs and charts, it gives you an at-a-glance overview of your net worth, investable cash, cash flow, top spending categories, portfolio allocation and balances, and a stock market snapshot. Clicking any one of these categories takes you to a more detailed analysis.

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