What could be better? The budget and expense tracking pieces are good but it's not as old as Quicken so they aren't as complex. I am a fan of their retirement planner, a tool that helps you project your future financial needs and whether you'll get there. There is also a budget and expense tracking component that works decently well. It also has a rich set of tools for analyzing your finances from investment to retirement to budgeting and even intermediate savings goals like a house or education. Why it is a good alternative to Quicken: One of the big problems with Quicken is that you run into synching and connection issues – fortunately, Personal Capital is web-based so it is updated regularly. BUDGET CALENDAR FOR WINDOWS 10 FULLYou can read my full review of Personal Capital for this in greater detail. The initial call is complimentary (no cost) and you only pay if you opt for their Advisor service (optional, but this is how they are able to offer the tools for free). You can also schedule a discussion with a financial advisor if you want more hands-on assistance. You can get it up and running quickly so you don't have to worry that you're investing a ton of time into a tool that's not a good fit. BUDGET CALENDAR FOR WINDOWS 10 FREEPersonal Capital has the tools to analyze your progress and give you advice on whether you'll reach your goals – on top of the typical budgeting tasks.īest of all – it's is free to use. If you're past the “help me with my budget” phase of your financial life, then you want to keep an eye on your investments (taxable and retirement) and whether you will reach your goals – whether that's retirement, a big vacation, buying a home, getting married, … you name it. This is why, when considering alternatives to Quicken, we settled on Personal Capital as the best replacement. Quicken's strength was in being a financial dashboard and helping you manage your financial life – it was more than a simple budgeting app.
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