How To
Editing Linked Accounts
- ★ How do I mark a closed account in Personal Capital?
- How do I mark Duplicate Transactions?
- Can I create Custom Categories for my transactions?
- How do I change my account type?
- How do I update my Offline accounts balance?
- How do I update the login information for a linked account?
Common Questions
- ★ How do I classify unclassified holdings?
- How do I export/print reports?
- Why is cash in savings account not included in investment?
- How do I Classify using a representative sample of other holdings/tickers
- How do I classify holdings by providing the percentages for each asset class
- How do I view fees for all of my Investment accounts?
Profile & Settings
- ★ How do I change my login email or password for Personal Capital?
- ★ How do I unsubscribe from Personal Capital emails?
- ★ How do I cancel my Personal Capital Account?
- How can I enable daily or weekly emails in my account?
- How do I log out of the mobile application?
- How do I give my spouse/significant other access to my Personal Capital account?
Linking/Removing Accounts
- ★ How do I add the value of my home to Personal Capital?
- ★ How do I add my utility bills to Personal Capital?
- ★ How do I add Manual Investments Holdings?
- How do I link my Coinbase account?
- How do I import data into Personal Capital?
- How do I remove an account linked in Personal Capital?