Getting Started
Overview
- Dashboard Overview
- Using the Budgeting Widget
- My Accounts Panel Overview
- Transactions Overview
- Cash Account Overview
- What is the Cash Flow Graph, and How is it Useful?
Calculations
Security
- Can anyone at Personal Capital access my credentials?
- Multiple Layers of Security
- Internet Security Pioneers
- Additional Second Layer of Multi-Factor Authentication (MFA)
- Change the Settings for Security Alerts
- Why do you need to collect my financial account usernames and passwords?
Linking Accounts
- Adding your first account in Personal Capital
- Can I Link My Insurance Account?
- Can I link an international account in Personal Capital?
- How do I add the value of my personal property to Personal Capital?
- How do I create a Custom Stock Options account?
- How do I add stock option grants?