This means it gives you a clear overview of your investments and makes recommendations about how you can optimize your finances. Personal Capital is built around 3 simple pillars: Knowing Your Net Worth, Analyzing & Optimizing Investments and Planning For The Future. Personal Capital can also import Microsoft Money files from Windows if they’re in CSV format. It also connects to your bank, credit card, credit union and other financial institutions so that it can automatically download transactions. Not only that but Personal Capital is free to use unless you want a personal consultation about how to maximize your investments (which you don’t have to do). See Win 98 and Win 2000 to download software compatible with earlier versions of Windows.Personal Capital is more than just a way to manage your money, it actually advises you on how to maximize your capital and investments.From there, you can assess all your needs to make sure that you can achieve your long-term goals.

Track your mutual funds and stock information to maximize your returns with in depth investment tools. Track your investmentsMoneyLine helps you with all of your investments. MoneyLine’s features gives you control over your accounts making bills and spending hassle free. Being on top of your spending history is the best way to keep track of payments and to plan for the future. Keep an eye on credit card spendingReconcile your credit and debit card statements quickly with this personal finance software. Take control of your finances by knowing where your money is.Budget Wizard makes taking control of your finances easy.Be your own money manager by tracking income and expenses by category and payee.Reconcile your purchases and transactions against your bank statement.Download transactions directly from your bank.Schedule recurring transactions like paychecks and mortgage payments.Split transactions across multiple categories.Categorize transaction types and set budgets to manage finances and track spending.Track investments such as stocks, mutual funds and more.Add and track additional accounts, including credit cards.Checkbook register for all your personal accounts, including savings and checking accounts.

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