I’ve spent the morning trying to analyze my personal finances. Unfortunately, I’m having a Personal Capital issue.
I have seen some strange numbers in my Personal Capital dashboard which is making things difficult. For instance, there appears to be a missing mortgage payment from a few months ago. Obviously, I made the payment and it is reflected on my bank statement. And as I look closer, I am finding a few other missing transactions scattered throughout the year.
I would like to be able to either resync the account to pick up these missing transactions or at the least enter them manually. But I wasn’t able to find a solution to my Personal Capital issue online.
I just put an email into the support desk. This is the fist time I have had to deal with a Personal Capital issue. It’s usually simple, accurate, and very easy to use. And I highly recommend using Personal Capital to track your expenses and investments.
Things like this do happen which is why they have a support desk.
I am an affiliate of Personal Capital. In fact, the link above is my affiliate link. So if you sign up using the link, I will receive a small fee from them. This fee does not impact what you pay for the service in any way.
So this will be a good test on how the company handles issues.
We’ll see how they respond and I’ll let you know.
Readers, anyone had a similar Personal Capital issue? How was it resolved?
Mr. PIE says
We have encountered some issues with 401k not synching properly and funds being mistakenly assigned. We found the response excellent given they are providing a service for free. I can recall at least four requests for support and all responded to and resolved.
Good luck!View Comment
Financial Slacker says
Thanks for commenting, Mr. PIe. It’s good to hear that the companies I promote provide good service.View Comment
Rod S says
I am having a similar issue with missing transactions on Personal Capital. Were you able to get this resolved?View Comment