Wealthica Update #38: New transaction management features + many updates!

Wealthica Product Update We're excited to bring you the latest updates on Wealthica's transaction management. Key Updates to the Transactions Section: Get rid of the checkboxes and old action panel Save inline edit feature Add action panel Set Category as default option in list (only for new users) Disable Fee by default (only for…

December 22, 20230Comments

ByBilly Kawasaki

Notifications

TD EasyWeb: Use Core Connector

We've updated the Core TD EasyWeb connector to handle new changes on the TD portal. The Core connector is currently available and working. Yodlee and Plaid connectors are currently down. We have notified these data providers teams.

December 13, 20230Comments

ByBilly Kawasaki

Notifications

FTQ | Connectivity Issue

We received reports of syncing issues with FTQ, and our team is investigating this. We will update this page with all developments.

December 11, 20230Comments

ByBilly Kawasaki

Notifications

✅ Resolved: Wealthsimple Crypto | Add Institution Issue

We received reports of issues with adding new Wealthsimple Crypto connections. Our dev team is investigating this. We will update this page with all developments. This issue has now been resolved.

December 11, 20230Comments

ByBilly Kawasaki

Product Status Journey Updates Notifications

Wealthica Update #37: Ongoing transition from free to paid + many updates!

Wealthica Product Update We're excited to bring you the latest updates on Wealthica's transition to a paid model, a move that has not only been well-received but has also led to significant developments and positive user feedback. The shift to a paid service is enabling us to enhance our offerings and provide a superior experience…

December 7, 20230Comments

ByMartin L.

Notifications

🍃Mint Export: Backing up your Mint Data

Read our Mint Export post here.

December 4, 20230Comments

ByMartin L.

Product Features

Mint Export: Seamlessly Back Up your Mint Data to Wealthica (Free)

With the recent announcement of Mint's closure, you are likely seeking a reliable method to backup your Mint Export data and safeguard your valuable financial data. The process of importing your Mint export data into a new platform should be smooth and secure, allowing you to continue managing your finances with minimal disruption. The key…

December 2, 20230Comments

ByMartin L.