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Personal Capital budgeting helps you see all your financial accounts on one platform that includes savings, checking, credit cards, loans, and investment. This free budgeting and finance app is a robust financial tracking tool.
Personal Capital is a financial services company that offer a free budgeting app and investment management services.
Personal Capital’s budgeting app is a financial account aggregator and money tracker. You can connect all your bank and financial accounts, credit cards, loans, mortgage, and other investments. Personal Capital’s free finance app will summarize your situation and offer personal financial planning guidance.
What derails many people from following a budget is due to not having any useful way to track or monitor one’s progress. Sure, you completed a budget, but money is constantly moving and you’ll need some tech to help you.
I always recommend that people do a paper and spreadsheet budgeting process. But use an online resource to make the process easier and at the same time set up apps to monitor and track. Personal Capital’s finance app fits that criteria. In fact, don’t call it a budgeting app, it’s a financial app that analyzes, recommends, monitors, tracks, and help you budget money for goals.
With the free version, you’re provided personalized analysis of your financial situation. Personal Capital will look at your financial accounts (banking, credit, and loans) and investments to determine the best opportunities available to you. You will receive recommendations based on this analysis.
Personal Capital Free Version Includes:
Available for your Apple iPhone, iPad, Apple Watch, and Android. The mobile version has everything that is available on the desktop platform. Both are free.