Getting Started
Overview
- Does Personal Capital Collect Tax Information from my Financial Institution?
- Dashboard Overview
- Using the Budgeting Widget
- My Accounts Panel Overview
- Transactions Overview
- Cash Account Overview
Calculations
Security
- How to Use Mobile App Verification
- Troubleshooting Issues with Mobile App Verification
- Enabling Mobile App Verification for Personal Capital
- Can anyone at Personal Capital access my credentials?
- Multiple Layers of Security
- Internet Security Pioneers
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?