Personal Capital Free Financial Planner Application

Personal Capital Free Financial Planner Application

Learn to use the financial planning tool and how it compares, and or, complements other accounting and finance tools

What you’ll learn

  • What the Personal Capital Software is and how it can be used
  • How Personal Capital Software compares to other accounting and financial management software
  • How to access and set up the free software
  • How to use financial data to create an income statement
  • The benefits of having net worth or balance sheet data in one location
  • How to access and use investment tools and analysis
  • How to use the financial planning tools like a retirement planner
  • How to use a home appraisal tool
  • How to add non financial institution assets and liabilities to make the net worth or balance sheet more complete

Requirements

  • None

Who this course is for:

  • Anybody who wants a tool to help with financial management
  • Accountants and bookkeepers who want to compare a financial management tool to accounting software
Tutorial Bar
Logo