I used to use Personal Capital, but now I switched to SoFi Relay[1]
Personal Capital had problems maintaining connections to my accounts, especially to SoFi. Of course SoFi has no problems connecting to SoFi accounts. SoFi connects to 21 of my accounts; there's only 3 accounts that don't work: Apple Savings, Apple Card, and Treasury Direct.
I also wrote a web app to convert the SoFi relay summary into text that can be pasted into a spread sheet: https://tt.leftium.com/ (I just paste the HTML into the textbox, and the TSV data is copied to the clipboard)
Personal Capital had problems maintaining connections to my accounts, especially to SoFi. Of course SoFi has no problems connecting to SoFi accounts. SoFi connects to 21 of my accounts; there's only 3 accounts that don't work: Apple Savings, Apple Card, and Treasury Direct.
I also wrote a web app to convert the SoFi relay summary into text that can be pasted into a spread sheet: https://tt.leftium.com/ (I just paste the HTML into the textbox, and the TSV data is copied to the clipboard)
[1]: https://www.sofi.com/financial-insights/