If you made a mistake with your rule set-up and need to revert the edited transactions to the original, you can use the "Revert to original" rule action. Make sure you set up the filters correctly to target the transactions you want to revert that were edited by the rule you want to undo.

Read our quick start guide on how to use the beta budget wizard here.

We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking. The BlockSentry power-up is a robust crypto tax management solution and the integration with Wealthica marks a significant step forward in providing you with a unified platform to effortlessly track, manage and optimize…

For users who must migrate from HSBC Invest Direct to RBC Direct Investing, here are the steps to follow Click on the HSBC InvestDirect listing at the bottom of your main dashboard page. Click on "DELETE". Select the option "I closed my account and don't use it anymore", in order to soft-delete/archive this account. Check…