Author Topic: Anyone else struggling with Personal Capital deleting accounts?  (Read 2968 times)

CheapskateWife

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Anyone else struggling with Personal Capital deleting accounts?
« on: September 15, 2016, 03:27:03 PM »
I know its a free service and you get what you pay for, but this is the second time they have just deleted my husband's Vanguard accounts, skewing our net worth tracking in a downward spiral again. 

Its a little thing, I know.  But I like accuracy, and the platform deleting accounts randomly really takes away from that accuracy.

So if not Personal Capital, what other platforms are fellow mustachians using to track their accounts?

Uturn

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Re: Anyone else struggling with Personal Capital deleting accounts?
« Reply #1 on: September 15, 2016, 03:42:41 PM »
No, but I'm having a self induced net worth calculation error over there.  Last month I moved $55k from a former employer's 401k to Vanguard, then deleted the 401k account from PC.  Since I deleted the account that the money came from, PC shows that I made an extra $55k this month.  Also, the $55k was removed from any net worth calculation prior to the move.  So all YTD charts are $55k off this year.  This might be a petty problem. 

Cressida

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Re: Anyone else struggling with Personal Capital deleting accounts?
« Reply #2 on: September 15, 2016, 05:11:25 PM »
Yes, I've had this problem several times. I always email their support and it gets fixed eventually, after several weeks and several follow-ups by me. But the fix isn't backdated. So our historical trend is pretty much shot to hell.

I still use it, but it's pretty annoying.

 

Wow, a phone plan for fifteen bucks!