Choosing between the apps just depends on what information you personally want at hand. If you are looking for a dashboard to connect all of your accounts and give you a bird’s eye view of your net worth at any given moment, Personal Capital and Mint can both help you keep track of where your money is and where it is going. Personal Capital and Mint Aim To Fix Your Finances Instead of obsessing over where each dollar goes, structure your budget to pay out your most important categories first - retirement, emergency fund, rent - and then count the leftovers as just that: available funds. Financial experts want people to rethink budgeting from counting pennies to moving Benjamins.
Just like counting calories becomes unsustainable for long-term weight management, so too does hyper-budgeting. The first 15-minute session is free, with the option to continue with paid sessions after. Mint also offers financial coaching from an advisor who will help you create a personalized plan. You can also get connected with brokerage or micro-investing accounts through other institutions via Mint. Mint allows you to view your investment portfolios in-app and helps you identify unnecessary fees. Users can choose Socially Responsible Investment options with Personal Capital, as well. Personal Capital serves the advanced needs of wealthy customers via personalized financial planning and other wealth management options. If you want to get even deeper into your financial health, you can opt into Personal Capital’s paid financial planning services. It provides a look at your portfolio risk and performance, as well as providing a target allocation for your goals.
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You can sign up for free and make sure you’re on the right track with your investments.
Personal Capital also offers Investment Checkup. Its personalized portfolio options combined with tools to find hidden fees in your investment accounts give you an overall view of your investments and savings opportunities. Personal Capital wants to make it possible for you to monitor all of your investments in one dashboard. Both Personal Capital and Mint offer tools to help you track your investments.
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