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Writer's pictureStephan Brissaud

How to manage your personal finances optimally

Updated: Feb 28, 2023

One of my hobbies is personal finances, finding suitable investments, and clever ways to generate passive income.

I decided that I would start sharing my tips with my readers. Please let me know in the comment if this is useful and if I should write more about this.


Over the years, I have tried pretty much every home finance software under the sun, and I finally settled with Personal Capital from Personal Capital Corporation (PCC).

Let's not be fooled by the free software: PCC is an investment advisor corporation that makes money by managing other people's money. But one of their marketing tools is a powerful home finance service that you can use for FREE!

What I love about it is that it provides me with a synthetic view of all my assets (cash, stock, real estate, life insurance, etc...) and all my liabilities (loans, mortgage, credit cards, etc...) to give me a composite view of my Net Worth.

It lets me see my cash flow and dig into each account.

There is also a budget feature and a retirement planning one.

It syncs with all the major financial establishments, so you don't have to enter anything manually unless you have foreign bank accounts or other exotics assets.

They have an app for iPhone and Android, so you can always check your finances in real-time.


You can click on the picture below to sign up for your free account and enjoy the ease of digital home finance.

Next time, I will write about the credit card game and how to improve your credit score.


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