One thing Quicken users might miss is the ability to track and pay your bills from within the software itself. It can be used either on a desktop or through a mobile device. Personal Capital also features a retirement planning tool and a retirement savings fee analyzer. Also like Quicken, Personal Capital tracks your spending and categorizes it for you allowing you to get a clear picture of where your money is going each month. This even includes tracking your investment accounts and your net worth. Personal Capital may have the best all-around money tools available, and they are completely free! Like Quicken, Personal Capital users can link all of their accounts and track them all in one place. Minimum Balance: None $100,000 to investįeatures: Financial budgeting dashboard, investment fee checkup, cash flow analyzer, 401(k) analyzer, net worth tracker, and retirement planner Fees: Free investment services start at 0.89% based on account balance
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December 2022
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