Keeping track of numerous transactions across multiple accounts can be a difficult task. But with your Personal Capital Dashboard, it’s easy to organize your cash flow and expenses. Here’s how, in three easy steps.
Sign In. When you sign in to your Personal Capital account, simply click “Cash Flow” to view Income and Spending. Both Income and Spending features contain their own circle chart. Next to these charts, you will find a list of corresponding categories for income and spending trends shown in the chart, including Mortgage, Hobbies, Groceries, Gifts, and more. These categories also correspond with your list of transactions, displayed below the circle chart.
Edit Transactions. Click any transaction in the list below the circle chart to expand the Description tool. You can tag different expenses “Business”, “Medical”, “Reimbursable” or “Tax Related”. You can also write in a personalized description. For example, if “Check” doesn’t fully describe your $130 payment, you can type in “Dog-Sitter Fee” or whatever the correct description may be. You can also select various categories from the drop-down menu.
If you would like to apply changes to multiple categories at once, simply click the pencil icon at the top of your list of transactions. This will allow you to place a check mark next to any transaction in the list. Add the appropriate tag, enter a description, or select a category from the drop down menu to make changes to your selected transactions.
Click “Done”. Once you’ve made the desired changes to a particular transaction, click “Done” to apply your edits. Your changes will be incorporated into your Income and Spending circle charts, as well as your Cash Flow bar chart.