You can read my full review of Personal Capital for this in greater detail. The initial call is complimentary (no cost) and you only pay if you opt for their Advisor service (optional, but this is how they are able to offer the tools for free). You can also schedule a discussion with a financial advisor if you want more hands-on assistance. You can get it up and running quickly so you don't have to worry that you're investing a ton of time into a tool that's not a good fit. Personal Capital has the tools to analyze your progress and give you advice on whether you'll reach your goals – on top of the typical budgeting tasks.īest of all – it's is free to use. If you're past the “help me with my budget” phase of your financial life, then you want to keep an eye on your investments (taxable and retirement) and whether you will reach your goals – whether that's retirement, a big vacation, buying a home, getting married, … you name it. This is why, when considering alternatives to Quicken, we settled on Personal Capital as the best replacement. Quicken's strength was in being a financial dashboard and helping you manage your financial life – it was more than a simple budgeting app.
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