You can now bulk select transactions to delete, change category or change type.
Billy Kawasaki
You can now bulk delete transactions by clicking on the check box to the left of the transactions line, or select all using the button below the month header.
We've also added more columns that you can display, including Original Currency Amount and Notes. Click on "Display" in order to change your display settings.
October 10, 2024 This incident has now been resolved. Please try connecting new accounts again. October 9, 2024 We're aware of an incident where adding a new WS Invest or WS Trade account leads to an error page. We are working on a fix. Existing accounts remain operational. You can follow the incident page in…
We have issued fixes to prevent blocking by RBC Online Banking and Direct Investing. Please try reconnecting again. Thank you.
You can track the issue and progress here - https://wealthica.freshstatus.io/incident/949581
We will update our status page as soon as we have developments. Thanks for your patience!
We have updated our connector and accounts are syncing successfully. Please try manually re-connecting your Tangerine account. You can follow the incident page here: https://wealthica.freshstatus.io/incident/958938
We are aware of issues with missing/wrong accounts and positions with Scotia iTRADE. We are working on this, and will update this page with all developments.
A fix has been pushed and we are verifying the accounts are properly showing accounts and positions.
You can follow the incident page for the latest updates here: https://wealthica.freshstatus.io/incident/947128
We have updated the power-up menu that opens when you click on the power-up button. You can pin your favourite power-ups by hovering over the name, click on the three dots and then select Pin.
A new data source has been added and the benchmark data is now available on the performance power-up.
Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You can toggle the option in order to show the right one. This works for Wealthsimple Trade and Invest connectors.
1. Click…
A new feature has been implemented to change the book value manually. This can be handy if you have transferred stocks from one institution to another and the book value being reported by the new institution is not accurate.
To do so:
Navigate to the Holdings page
Scroll to the stock that is showing an…
Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been addressing some crucial connectivity issues that arose. Our developers have successfully deployed fixes and updates for Canada Life and PC Financial portals, ensuring seamless integration. If you've encountered any hiccups, we encourage you to reconnect and provide us with…
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.
A new connector has been published to accommodate changes to the PC Financial portal. Please try verifying again.
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…
In today's dynamic financial landscape, managing personal finances effectively is more crucial than ever. With Mint closing, many Canadians are seeking alternatives that offer greater functionality, reliability, and security. Enter Wealthica – the ultimate Mint replacement that not only meets but exceeds the needs of what a modern-day personal finance app in Canada can do.…
We're excited to announce we now support Koho! To connect your Koho account, simply clicking on the +ADD > Banks & Brokerages > Koho.
We're excited to announce we now support Koho! You and connect your Koho account by simply clicking on the +ADD > Banks & Brokerages > Koho.
This incident should now be resolved. Please note that the update to better identify the account types are more correct now. However, it did break the historical continuity for existing users. It’s not possible to route new data to old accounts, because account type is part of the account identification and can’t be changed. The…
Are you ready to take control of your finances like never before? At Wealthica, we're thrilled to announce some exciting updates that will revolutionize the way you manage your personal budget. Our upcoming features will empower you to budget with ease and confidence, helping you achieve your financial goals faster than ever before.
Why You…
Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort.
Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica
1. Navigate to the Transactions Tab: Open the Wealthica…
Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort.
Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica
1. Navigate to the Transactions Tab: Open the Wealthica…