Personal Capital import for wealth tracking. Convert bank and investment statements to compatible formats.
Simply drag and drop your Personal Capital PDF statement or select it from your device. We support all Personal Capital statement formats.
Our advanced AI instantly extracts and structures all your transaction data, ensuring 99.9% accuracy with Personal Capital statements.
Get your Personal Capital data in CSV, Excel (XLSX), or QuickBooks-ready format. Perfect for accounting, tax prep, or financial analysis.
Be the first to know when our Personal Capital integration is ready. We'll send you a single email with early access.
We respect your privacy. No spam, just one notification when it's ready.
Perfect for Excel, Google Sheets, and most financial software. Universal compatibility.
Native Excel format with preserved formatting, formulas, and easy pivot table creation.
Direct import to QuickBooks Online and Desktop. Automatic transaction categorization.
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While we work on the Personal Capital integration, you can already convert statements from many other banks and financial institutions.