Alternative to Personal Capital??

[Jules13]

Is there anything similar out there to Personal Capital, other than Mint? 

My credit union won't connect to Mint and I have been having issues with Personal Capital for nearly a year now and they either can't or won't fix it.  I have submitted many many requests and spoken to random people on the phone (when I can actually get a live person) and still nothing.

I'm bummed because I actually like PC's platform, when it works, but it hasn't worked for me for a while. 

So, is there anything else similar out there that others have used and liked?  Otherwise, I guess I will just manually update the info in a spreadsheet myself.  Honestly, I kinda doing that now with PC not working.

Thanks!
Jules

[jpdx]

I've switched to a spreadsheet as well. Once you have multiple accounts to connect to, these aggregators all seem to cause more aggravation than they're worth.

[Sibley]

Quicken. But you have to pay for it.

[Arbitrage]

I've switched to a spreadsheet as well. Once you have multiple accounts to connect to, these aggregators all seem to cause more aggravation than they're worth.

+1

I started on spreadsheets, with separate budgeting software (YNAB4, before they started bilking you with a monthly fee).  Tried Mint, Personal Capital, etc. but it was always more hassle than I felt it was worth with the various logins constantly breaking.  I had to manually fiddle with various transactions anyway, since something like "Amazon.com" or "Costco" didn't really fit into a single category with how I budget. 

Not to mention the harassment from Personal Capital to steal my money. 

Back to spreadsheets and old YNAB (though the company continues to break features of their old software to get you to switch to their service). 

[use2betrix]

Not to mention the harassment from Personal Capital to steal my money. 

They obviously offer services to earn money for their otherwise FREE service they provide, but calling it harassment is a bit of a stretch. I get their emails, calls, and even had a free consultation after some of their nagging.

Considering the service they provide for free, it’s not that bad if you’re capable of saying “no”.

[lhamo]

I've been ok with how Mint works but if I were going to move away from it I would probably try Tiller -- met one of the cofounders at Camp Mustache in 2016 and I like what they do and how they do it:

https://www.tillerhq.com/how-tiller-works/

[RWD]

If you're okay with spreadsheet manual entry consider using GnuCash instead which is designed for accounting.

[2sk22]

Quicken. But you have to pay for it.

I have also been using Quicken for many years and I really like it on the Mac. The annual cost is about $50 and I find that to be very reasonable.

[dizzy]

I will just add, PC is back on my radar since they let you now connect crypto, in as many accounts as you like!  Complete game changer for me.

[Ron Scott]

My wife and I have a lot of moving parts in our financial lives and use several tools to oversee things. But we don’t use 3rd party aggregators at all.

We have found it easy and insightful to use a combination of our own spreadsheets, Vanguard’s standard “My Accounts” tools, and online access to our joint credit card and checking accounts. This gives us access to everything we need to manage things and forces us to think about our position and decisions.

We do have separate accounts for emergency funds and real estate, but those are just added into the spreadsheet and easy to manage.

We spend about 2 hours a month reviewing everything, including item-by-item payments.

I put together an annual “expense budget“ but then we proceed to completely ignore it. We have never really lived on a budget in our lives.

[joemandadman189]

personal capital is now using some intermediary to connect accounts Envestnet and Yodlee, WTF

i need to find another service, ever since the empower buyout PC has been going down hill