Save money and be informed. CreditDonkey is a personal finance comparison and reviews website. This website is made possible through financial relationships with card issuers and some of the products and services mentioned on this site. Advertiser Disclosure†

Quicken vs Personal Capital

Quicken is an all-inclusive software best for those with more complex finances. How does it compare to Personal Capital? Read our comparison chart below.

 QuickenPersonal Capital
 Visit SiteVisit Site
 

Quicken

Personal Capital

SPECIAL OFFER
Try Quicken for 30 Days Risk-Free - Learn More

Read Quicken Review

SPECIAL OFFER
Get Started with Personal Capital - Learn More

Read Personal Capital Review

 

Benefits and Features

Annual Fee 0.89% for first $1 million, 0.79% for first $3 million, next $2 million 0.69%, next $5 million, 0.59%, and 0.49% over $10 million
Minimum Deposit 
$100,000
Phone Support 
Yes
Live Chat Support 
No
Email Support 
Yes
Human Advisors 
Yes
Robo Advisor 
Check
Assets Under Management 
$11.6 Billion
Tax Loss Harvesting 
Yes
Goal Tracker 
Yes
Automatic Deposits 
Yes
Online Platform 
Yes
iPhone App 
Yes
Android App 
Yes
Single Stock Diversification 
Yes
Fractional Shares 
No
Taxable Accounts 
Yes
401k Plans 
Yes
IRA Accounts 
Yes
Roth IRA Accounts 
Yes
SEP IRA Accounts 
Yes
Trust Accounts 
Yes
529 Plans 
Yes
 

CreditDonkey® Reviews

 QuickenPersonal Capital
PriceStarStarStarEmpty StarEmpty StarStarStarStarStarStar
Goal TrackerStarStarStarStarStarStarStarStarStarStar
Customer ServiceStarStarEmpty StarEmpty StarEmpty StarStarStarStarStarStar
BudgetingStarStarStarStarStarStarStarStarEmpty StarEmpty Star
Ease of UseStarStarStarStarEmpty StarStarStarStarStarStar
Investment TrackingStarStarStarStarStarStarStarStarStarStar
Retirement PlanningStarStarStarStarStarStarStarStarStarStar
Human AdvisorsStarStarStarStarStar
Robo AdvisorStarStarStarEmpty StarEmpty Star
Pros & ConsPros:
  • Comprehensive financial tools
  • Business and property tools
  • Import to TurboTax
Cons:
  • Many features only in higher tier plans
  • No auto sync
Pros:
  • Retirement planner
  • Free portfolio advice
  • Robo plus human advisors
Cons:
  • $100,000 min for advisory service
  • Higher fees than competitors
Bottom LineAll-inclusive software best for those with more complex finances... Read full reviewFree advanced tools plus hybrid advisory service for people with over $100k in investments... Read full review
 Visit SiteVisit Site

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Personal Capital: Pricing information from published website as of 04/30/2020

Which is Better: Quicken or Personal Capital?

Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Quicken or Ally Invest.

In short: Quicken's budgeting is excellent. Personal Capital's price, customer service, and ease of use are outstanding.


Articles on Quicken

Quicken Review

When it comes to budgeting, Quicken is a household name. But just because it's the best known, does that make it the worth the price?

Quicken Alternatives for Small Business

What's the best accounting software for small businesses? Check out the top Quicken alternatives that are easier to use. (Some of them are free.)

Is Quicken Worth It

A Quicken purchase used to last 3 years before you had to upgrade. Now, it's a yearly subscription. Find out if Quicken is still worth the annual fee.

Is Quicken Going To Be Discontinued

When Quicken was sold in 2016, some thought that spelled the end of the software. Find out if Quicken will really stick around in 2021 and beyond.

Alternatives to Quicken

Is there a good replacement for Quicken? Check out this list of best alternatives (including free options) to manage your money.

Articles on Personal Capital

Personal Capital

Personal Capital is a free financial tool. But is it legit? Find out how they make money and if it's safe to use.

Is Personal Capital Safe

Personal Capital offers free budgeting tools. But is it safe to link all your financial accounts? Learn just how secure Personal Capital is.

Personal Capital vs Quicken

Quicken is the oldest name in personal finance software, while Personal Capital is newer and offers advanced tools for free. Read on to see if it's a good alternative to Quicken.

Personal Capital vs Mint

Personal Capital and Mint are popular money management apps. Read this review to find out how they compare and which one is better for you.

Which Do You Think is Best?





You Might Also Like

Best Investment Tracking Software

Best Investment Tracking Software

Automatically stay on top of your portfolio with these investment tracking software and apps. Find out which one is best for you.
Mint Alternatives

Mint Alternatives

Mint offers budgeting and expense tracking. But are other apps better? See how Mint compares to alternatives like Quicken, YNAB and Personal Capital.
Mint Review: Is It Good?

Mint Review: Is It Good?

Mint is one of the most popular free personal finance tools for budgeting. However, it does have some weaknesses. Is it right to manage your money? Read on.

Next Page:

About CreditDonkey
CreditDonkey is a personal finance comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

†Advertiser Disclosure: Many of the offers that appear on this site are from companies from which CreditDonkey receives compensation. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). CreditDonkey does not include all companies or all offers that may be available in the marketplace.

*See the card issuer's online application for details about terms and conditions. Reasonable efforts are made to maintain accurate information. However, all information is presented without warranty. When you click on the "Apply Now" button you can review the terms and conditions on the card issuer's website.

CreditDonkey does not know your individual circumstances and provides information for general educational purposes only. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. You should consult your own professional advisors for such advice.

About Us | Reviews | Deals | Tips | Privacy | Do Not Sell My Info | Terms | Contact Us
(888) 483-4925 | 680 East Colorado Blvd, 2nd Floor | Pasadena, CA 91101
© 2021 CreditDonkey Inc. All Rights Reserved.