Personal Capital

by | Feb 28, 2021 | Money | 0 comments

Personal Capital is web-based personal finance software focused on net worth and retirement. Most of the features are free, however, you can pay to use their professional financial planning services. You can do some basic spending tracking but it’s not as robust as using something like YNAB. There’s also a feature that will pull in the (unofficial) value of your house from Zillow. I like to use it for seeing the big picture. You can use their retirement scenario generator to run various projections to give you an idea if you’re on track with your savings and investments.

If you’d like to check it out you can use this link and we’ll both get $20 after you connect a retirement account.


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