Personal Capital Free Financial Planner Application
Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools
What you’ll learn
- What the Personal Capital Software is and how it can be used
- How Personal Capital Software compares to other accounting and financial management software
- How to access and set up the free software
- How to use financial data to create an income statement
- The benefits of having net worth or balance sheet data in one location
- How to access and use investment tools and analysis
- How to use the financial planning tools like a retirement planner
- How to use a home appraisal tool
- How to add non financial institution assets and liabilities to make the net worth or balance sheet more complete
Description
Personal Capital is currently a free software that can connect to financial institutions, pulling in financial asset and liability balances, as well as transaction detail, into one location.
The strong areas of benefit of using Personal Capital software are its ability to provide net worth or balance sheet information, investment management information, and planning tools such as retirement planning and other large planning goals.
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