Personal Capital Tutorial

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The Worth Project
Published at : 08 Jan 2021
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Personal Capital Tutorial. A quick Personal Capital tutorial on the dashboard and other free Personal Capital tools to track your investments, retirement, and financial goals. // DOWNLOAD MY FREE GUIDE TO KEEP YOUR MONEY ORGANIZED: http://theworthproject.co/easy-money-management/

In this video, I will walk you through this wonderful, free tool from Personal Capital. While Personal Capital is very user-friendly, a step-by-step guide will save you time and prevent setting up your dashboard as being a chore.

You can sign up for your free Personal Capital account using this link*: http://theworthproject.co/PC


Track all your accounts in one location. Set-up only takes 5 - 10 minutes with the help of this Personal Capital tutorial.

In this short video you’ll learn:
Login to Personal Capital (1:10 min)
How to link your accounts → Net worth calculated (1:38 min)
Navigate the dashboard (2:00 min)
Cash flow tracking - budgeting 101
Portfolio balance - investment tracker
Tracking toward your retirement goal
Retirement Planner (5:08 min)
Education Planner - 529 Plan (9:50 min)
Retirement Fee Analyzer (15:00 min)
Investing Allocation (17:36 min)

Watch this video to help you get started today on Personal Capital.

Anything not crystal clear or explained well? Then drop me a question in the comments section. Don’t be shy.

If you want to see a tutorial on what a 529 plan is and how to set one up, a good reference before using the Personal Capital education planning tool, click here: http://theworthproject.co/2018/03/27/what-is-a-529-plan/

DOWNLOAD MY FREE GUIDE TO KEEP YOUR MONEY ORGANIZED, which includes how we manage our money in just 15 minutes each month: http://theworthproject.co/easy-money-management/

CONNECT WITH ME:
Website: http://theworthproject.co/
Instagram: https://www.instagram.com/theworthproject.co/
Pinterest: https://www.pinterest.com/theworthproject/

If you liked this video, please give it a thumbs up, SUBSCRIBE, share it with your friends, comment, or all of the above.

*This link is an affiliate link, though I use and love Personal Capital, which is why I recommend it and have created this video. That means that I may be compensated if you choose to sign up or purchase a product through the link. This comes at no additional cost to you. Per FTC guidelines, this website may be compensated by companies mentioned through advertising, affiliate programs or otherwise. Any references to third party products, rates, or websites are subject to change without notice. Please do the appropriate research before participating in any third party offers.
personal capital tutorialhow to use personal capitalpersonal capital retirement planner

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