7 Reasons You Might Want to Get Personal Capital

by Jenn

This post brought to you by Personal Capital. All opinions are 100% mine.


PC_Logo_zps4cb7c0ab photo PC_Logo_zps4cb7c0ab.jpg

Keeping track of ones finances is extremely important, especially if you’re planning on building a savings account.  It’s important to be able to track your expenses easily, keeping tabs of everything you’re paying out as well as receiving in your account(s).  Luckily in today’s day and age we’re able to track our financial life with places such as Personal Capital using mobile apps, everything is easy to track from our smartphone. 

Tracking your finances is important for several reasons.  Here’s a few reasons tracking you’re financial life is important:

Fraud: I’m a store manager for a bank, and trust me we see fraud daily.  There’s so many different types of fraud, this would me one of the most important reason to track your finances.

Savings: If you’re trying to build a savings, it’s important to know how much money you’re spending.  In today’s world we are given a little card, and swiping your card daily can easily cause you to over spend if you’re not tracking your account. 

Overdraft: The last thing any of us want to see if overdraft fees.  These are normally around $35 per item, if you’re make a mistake and three items clear your account you could be playing catch up for some time. 

Bills: If you pay bills using your account, you will want to verify the correct amount was sent.  This can help you from over spending or over drafting your account. 

Mistakes: I would like to say, that we don’t make mistakes but we do.  What if you’re deposit is placed in the wrong account, sadly it’s happened.  If it does you’re going to want to catch it right away.  It’s always easier to fix an error if you catch it right away.

Peace of Mind: Knowing what you have will offer you peace of mind when you head to the store to buy groceries, gifts, household products, etc.  Before you head to the store, do you like to know how much you have to work with?  I personally go with a list and budget in mind. 

Tracking: If you dabble in stocks, money market, or private investments tracking your interest might be of importance to you.

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These are just a few reasons it’s important to know how much money you have, and have the ability to easily track your financial life.  If you’re currently looking for a way to track you’re finances be sure to check out Personal Capital.  You can download Personal Capital on your iPad, iPhone, or Android device.  Sure makes tracking your finances easy when you can do it from your phone or tablet.

With Personal Capital you’ll have access several awesome features such as:

  • Portfolio performance
  • Assets Allocation
  • Mobile app opportunities
  • 401K free organizes
  • Mutual fund fee calculator
  • Universal check up

With personal capital allows one to track income and spending which I find extremely valuable.  My husband and I are saving to build on to our home, so saving and budgeting is very important to us.  You can also see your largest expense and easily view your transactions with your Personal Capital Cash Manager.  How awesome is that, be sure to download Personal Capital and let me know what you like about this wonderful app.  Hurry over and download it on your iPhone, iPad, or Android device now.  It’s totally free and helps you manage your funds by viewing all of your accounts in one place, track your finances, and save money by identifying mutual fund fees.

If you’re interested you can download it for your iPad, iPhone or Android.  Take a second to view this fabulous video about Personal Capital.

Personal Capital Benefits from Personal Capital on Vimeo.

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denise smith February 23, 2013 - 12:14 pm
great info thanks for the post
Maddie K. February 23, 2013 - 1:55 pm
Interesting. I forwarded this on to let my husband know. Thank you.
Chrystal D February 23, 2013 - 3:29 pm
That looks like a great program! Thanks for the review & suggestions!
Sam Dock February 23, 2013 - 5:23 pm
Sounds like a really useful program
audrey February 24, 2013 - 11:22 am
Very interesting!
Jayme Hennessy February 25, 2013 - 1:45 pm
Thank you for your honest review of the app. I am not sure it is for me but at least I know that something like this exists.
Maria Iemma February 26, 2013 - 1:21 pm
This sounds very interesting and I have to discuss this with my family to see whether we have a need.
Nicole Becker February 26, 2013 - 3:25 pm
Thanks for this information. I definitely need help with my finances!!

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