How To
Editing Linked Accounts
- ★ How do I mark a closed account in Personal Capital?
- How do I mark Duplicate 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?
- How do I edit multiple transactions at the same time?
Common Questions
- ★ How do I classify unclassified holdings?
- How do I delete a custom category?
- How do I create custom categories for my transactions?
- 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
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?
- Why Can't I Find Capital One 360 On Personal Capital?
- I am having trouble linking my E*Trade account.
- How do I link my Coinbase account?