You don't have to feel obligated to make an appointment or sign up for the paid service to use the free software. MoneyWiz Finance Tracker MoneyWiz comfortably tops our recommendation list with a beautiful UI, powerful features, and support for the most popular banks. If you have an investable balance of $100,000 or above, you may be contacted by a Personal Capital advisor. I use it myself to save over $300 per year on mutual fund and ETF fees. We reviewed over fifty different products for their features, ease of use, and reporting capabilities and wrapped it all up in this free buyers guide complete with the top personal finance software products for download. The investment tools are where Personal Capital really shines. Personal accounting and finance software helps you manage your budget with easy to use personal finance tools and calculators. This is more like how a business looks at its money - something money-savvy people do each time they check into their bank accounts, loans, credit cards, and investments. But instead of focusing on line-item budgets, it helps you see your total spending and income over a period of time as a net cash flow. On the budgeting side, Personal Capital automatically sorts transactions by category just like Mint. Personal Capital is targeted more at higher-income and high-net-worth users, as the software is a free offering that complements a paid investment service. If you care less about tracking each dollar and transaction and want to look at your money more like a business, Personal Capital is a good choice.
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