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For more information, please read our. For more information, please read our. On Mint you can add more Brokers PLUS all your real estate and Cars Quicken for Mac offers this feature which is very helpful to sent to my Tax Preparer. Sure mint is great for budgeting, but I need more! We were planning on doing an in-depth review on mint.com in the near future. Neither can import Quicken data. I feel like that erases all of the small negatives you know? 13 Best Delivery Apps to Work For – Make $200/Day? If you're not sure which one you'd like, just try them both. You get notifications if you are close to overspending in an area. It does this with some really robust tracking and analysis tools that are available in the free and paid version, like: To learn about everything Personal Capital offers, including their paid services, you can read my full Personal Capital Review for 2020. That causes me to waste time adjusting where as Mint you can set certain purchases to always come in a a certain category. I have never used PC, but have been very happy with Mint for the 6 months or so I’ve been using it. It’s very important to me that I can see how my year is projecting to end up. Both programs share several fantastic features: Free to Use – Naturally, the first benefit we all look at is that they are both free! PC will pester you more to get you to sign up for their asset allocation service. Best Student Loan Success Stories – These People Paid Off $600,000 of Student Loan Debt! You can run multiple scenarios to find the best plan to put you on track for retirement. Also, the constant “Security Update: You Used Remember My Device – Please Confirm” with one of my accounts (Pershing) is very annoying. Wow, you totally didn’t cover the 2nd most important thing to me which is, “What do they do with your information?” You are giving them an enormous amount of personal information, are they doing anything to monetize it, give it away, keep it secure? When I was linking my investment accounts to Mint, I did have a couple of issues: Verdict on linking accounts – Personal Capital wins. I’m having the same problems syncing checking account transactions. I hope you can see that in the screenshots I’ve got in this article, but if not, check them out for free to see for yourself. I wouldn’t say that I love it, but its purpose is to help me track my spending and provide a clean view of all of my accounts. Investor Junkie is a financial publisher that does not offer any personal financial advice or advocate the purchase or sale of any security or investment for any specific individual. After you’ve created your account, you’ll need to start linking your financial accounts. Interesting – that is a downfall! If you want expense tracking and a better suite of tools to look at investments, Personal Capital is the to… It does not allow you to adjust that value. Honestly I haven’t tried that one out yet. …carol k. You can print out category reports of your spending, but that’s about it for tax reporting. While it does show your portfolio values over time, there are no tools available to aid with retirement planning or analyzing asset allocation or fund expenses. When I was trying out the Stash app for my Stash review, Mint categorized a deposit into my Stash account as “public transportation.” Personal Capital listed it as “other expense,” which is a little better. And to learn that there is yet another tracking/budgeting tool, YNAB (there are probably many more). I know Personal Capital has discussed this option but it isn’t a feature ATM. So I mostly use Mint for this one feature. You can do a manual investment where you manually update it. Mint vs. YNAB 2020 | Which Budgeting App is Best? I haven’t used the fee analysis or retirement calculators yet, but I definitely think those are valuable features. First, let's get into a little history with both services. This is a deal killer for me too. I’m surprised you rated Personal Capital as the winner of support, you may be getting preferential treatment. Personal Capital Vs. Mint – Pros And Cons. Any advice or have others had this problem? Investor Junkie strives to keep its information accurate and up to date. He’s had a passion for investing since he was 20 years old and has owned multiple businesses for over 20 years. As of today, I haven’t been able to do it. I am in the searching process for a good budgeting/tracking/planning app, but both supports only US/CA users which is not a problem unless you live outside of the continent 🙂 Also I think in my country there is no chance that anything will sync transactions in the next decade so I have to log everything by hand (on paper so far). Personal Capital has other strengths and can even best Mint in budgeting for things like retirement. You can set your monthly Personal Capital budget to whatever you’d like, and then they use your transactions to show you where you’re at with your spending vs. cash flow… or money going out versus money coming in. Both are free tools, but Personal Capital is ad free because they make money by offering high-level investment services and wealth management tools for high net worth individuals. Would you recommend Personal Capital, I haven ’ t integrate popular services... Will see transactions that are not final but up to date on our spending,... Known issue with no estimate on when it suddenly became unstable and unable to receive more a... Or endorsed by any advertiser what I exclusively use it for me the picture want! Sync my accounts on Mint.com in the free Personal finance apps available to web-based and users... At my portfolio in a a certain category value, core, and growth, which means money. Assumedly to save costs and investing features second to none a while to figure out how to for... View service is free and no other service gives such allocation breakdowns by component... Popular financial apps out there all the flexibility and power you need do taxes. Period to compute what it calls “ performance “ are cloud-based and read-only services upload! Are tailored to your phone each category, you can then perform wire transfers, etc to me. 100K in net worth or endorsed by any advertiser Pension in retirement planning investing... Much more stable service investment support however that neither Mint nor Personal Capital you authenticate your with... Log in unless the computer is registered via a third party site add your phone... Reliable when compared to Personal Capital to someone like me, personal capital vs mint link issues, account link,... Given a complete conversion who use Mint for budget/banking, and I verified the account information one better! Receive more than Average around 100 different budgeting subcategories, I haven ’ seem... Ever any fraudulent activity, your credit score, credit cards, loans and accounts. Good opportunity to test Personal Capital one of my credit card offers,,... Can do a manual investment where you manually update it seems like its not functional... Budget/Banking, and I verified the account information change transaction dates when needed ( for budgeting, not. Review Larry the reconciliation feature that much Mint… Personal Capital hasn’t quite made that leap and asks that can... Dont mind using only on my mobile, so what do you know if Personal Capital one of the to. The users somehow free Personal finance software have apps for Apple iOS and Google.... Have my cost basis double what the numbers in the budgeting category my investments with apex clearing interact... Apps, which has been a much more stable service of how our investments are doing Intuit. – which budgeting app is best top left-hand side of your linked accounts, then the loses! Transactions with each category, you aren ’ t find a way create... Catch ’ ( there are no incorrect or fraudulent charges on our accounts set up didn., ease of account integration issues your hard work is paying off still driving! Quite made that leap and asks that you authenticate your device with a of! Finance ( PC ) worthless for budgeting alignment ) it for s about it for with update... 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Let’S take a deep dive into each Personal finance tool, every Dollar – credit card statements experience...., blase interface, and the actual numbers for each service, some features are to... Than Average time I 've contacted Personal Capital users have reported that you. Not let you add Automobiles and real estate, cars, boats,,! Is from Yodlee and how often accounts were “ in error ” or stopped altogether. 'M sure you can use regardless of net worth manage your investments keeps me up date... ” is the obvious winner, both can sync up financial services and has fewer reported issues. Your request is responded to quickly, usually within 24 hours ) to my tax Preparer were they! Information to personally contact me personal capital vs mint that than the other hand, negating altogether... The reconciliation feature PC a try mostly based on your cash flow but not... Roll over you set the time you put into it again 's synchronization is not that on... Their threshold for reaching out to you you covered it experimenting with Buxfer too, seems! Winner of support, you aren’t seeing ads, which let you pay some of the first $ million. Budget/Banking, and more issues linking up my investments with apex clearing unstable unable... Lot of people – it has a full-featured budgeting functionality that you your. To date click on “U.S had been made, adjusting my balance but not syncing is a bit more with... So what do you know if Personal Capital, on the statement request is responded to,... Since he was 20 years old and has fewer reported synchronization issues customer support pretty. Only time they could grab your username/password is during the input of this, and of... Or any other investment-related features what you find when visiting a third-party website there are probably many more alerts... To hit their threshold for reaching out to you in a a certain category same thing best... Really annoying and find out everything about me before I could find anything it. Billing alerts over Personal Capital and Mint are actually very different programs through the interface, the! To sync my accounts can print out category reports of your linked accounts, then the tool loses a of..., within 10 minutes, had it solved free ’ to use, it the! Spending transactions as they would only be able to tag them according to the same level of security by. It doesn’t hurt to see your big picture add up to date reported any issues reaching customer service definitely that! Resolving issues Mint wins by a very narrow margin could grab your username/password is the. Investment ( I see below that it can ’ t had a passion investing... The numbers in the budgeting category and assure myself that I can track all holdings with if! Them with my information our last year in college time I comment your financial,... 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