Personal Capital Review

[Review] Personal Capital is AWESOME & FREE – Here’s Why

Gen Y Finance Guy Review 26 Comments

As many of you know, I go through the exercise of producing a detailed monthly financial report each and every month on this blog. In order to provide an up to date report I have to access a number of accounts: Two Checking Accounts Two Savings Accounts Two Mortgages Four retirement accounts (one 401K, two IRAs, one SEP IRA) Seven Credit Cards (which we pay off completely every month) One Regular after-tax brokerage account One P2P lending account One REIT account (Rich Uncles) Total accounts = 20 (and likely growing) The task of logging into these accounts is the easy part (but still cumbersome). But the thought of manually categorizing all this income, expenses, investments, assets, liabilities, etc. is daunting! There …