I was prompted to link one account, but then it took me a while to figure out how to add another.When I was linking my investment accounts to Mint, I did have a couple of issues: You just click the + sign at the top left-hand side of your dashboard and link what you need to. If you need to take a break from linking accounts during the sign-up process or forget about something, it’s a little easier to pick back up with Personal Capital. Don’t forget to link accounts from micro savings or micro investing apps like Stash, Acorns, or Qapital. These are things like:īoth apps give you a list of some of the largest and most used financial institutions, and you can easily search for any that aren’t listed. To get the best picture with either money tracking tool, you will need to link all of them – assets, liabilities, etc. What is Clickfunnels & How it Can Help Your BusinessĪfter you’ve created your account, you’ll need to start linking your financial accounts.Things to Look for When Choosing a Bank.How to Handle Taxes for Your Side Hustle.
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