Trim comes with a host of useful money-saving features, but its bill negotiation services are what make it one of the best income and expense trackers on this list. Great for: Those looking to manage their subscriptions Pricing: 33% is skimmed off the money you save from negotiating bills with Trim See Related: How to Use Personal Capital Like a Pro 2. Other notable features include a Net Worth Calculator that tracks your assets and liabilities, an Investment Checkup tool that aggregates your investment accounts and a free personal advisor that you can contact for troubleshooting and recommendations. birth of a child, saving for college, a change in career) while taking into account all external factors that can influence your retirement. This versatile feature makes adjustments according to changes in your circumstances (e.g.
The user-friendly Retirement Planner runs you through a list of “what if” scenarios to check if you're on track with your retirement goals. paying off debt, planning for retirement). The built-in Cash Flow Analyzer allows you to link different financial accounts to the platform to help you create budgets for financial goals (e.g. Monthly summaries offer comprehensive insights about where your money is going. The Financial Dashboard allows you to track your cash flow and spending patterns with features that analyze individual transactions and spending categories. Personal Capital‘s Wealth Management tool for investors comes with a slew of fees, but fortunately for those only looking to budget, the platform offers a free (but surprisingly powerful) financial dashboard. Great for: Those looking for a decent versatile budgeting tool but also looking to invest Opening a Wealth Management Account comes with a 0.49% – 0.89% management fee and requires a $100,000 account minimum.
Pricing: Comes with a free budgeting tool.
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