Personal Capital Support Help Center home page
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  1. Personal Capital Support
  2. Getting Started
  3. Overview

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
  • What is the Cash Flow Graph, and How is it Useful?
  • Credit Card Account Details
  • Investment Account Details
  • Portfolio Overview
  • Daily Email: Your continuous Money Monitor
  • How often does Personal Capital update my data?
  • How does Personal Capital Make Money?
  • How to Reach Us and What to Expect
  • Feature Differences Between Web and iPad
  • Bill Reminders Overview
Personal Capital Support