Read our quick start guide on how to use the beta budget wizard here.
Billy Kawasaki
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…
We're working on resolving an issue with the performance power-up, where the performance benchmarks of indices have not updated since January 17.
An issue with syncs sticking in the syncing state has now been resolved. If you have noticed your connection stuck in syncing , please retry. The team has reset syncing institutions from our end as well.
Several updates have been made to the TD WebBroker (Core) connector to improve its quality and stability. If you've experienced challenges connecting with TD WebBroker, please try again.
A fix has been issued for the $0 balance issue. The balances should now be correct after the next daily sync, or you can manually trigger a sync to update the balances.
Montreal, January 12th – Wealthica, the leading Canadian wealth tracker, announces a significant milestone in its commitment to revolutionize the financial technology landscape. With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial institutions, consumer apps, and portfolio management systems to seamlessly…
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…
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.
We received reports of syncing issues with FTQ, and our team is investigating this. We will update this page with all developments.
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.
We are working to resolve connectivity with RBC DI, following new security methods put in place by RBC. You can follow the incident here: https://wealthica.freshstatus.io/incident/406535
We received reports of syncing issues with National Bank Online Banking, and our team is investigating this. We will update this page with all developments.
Follow the incident page here: https://wealthica.freshstatus.io/incident/404971
Hey Wealthica users!
What we fixed...
We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we released a few more fixes for PC Financial and although the issue is a bit more complex than we thought, we are getting there. Please try it…
A fix has been issued and users are now reporting successfully connecting with Shakepay. You may receive an email from Shakepay to confirm your connection when trying to connect with Wealthica. Please refer to our Knowledge Base article here.
We are scheduling a infrastructure change from Monday, October 2 to Tuesday, October 3. Some add-ons could be unavailable during this time. Follow the status page here: https://wealthica.freshstatus.io/admin/incidents/planned/391987