We’re excited to share a series of updates to Wealthica’s Budget feature! These improvements are designed to make your financial tracking more intuitive, accurate, and user-friendly. Here’s what’s new: 🚀 Improved Budget Display & Totals Column Reorder: The "Actual" column now appears first, followed by "Budget" for better clarity. Corrected Final Totals: Fixed an issue…

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.

Adjust your book value manually

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. This week, we were busy fixing a couple of institutions which had issues: BMO InvestorLine fixed. There was a small issue with account balances, which has also been resolved. Please try fixing your…

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 were busy fixing a couple of institutions which had issues, most likely due to the changes that institutions do in April and May every year. We…

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 fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Investor's Edge Wood Gundy. Please fix your connection in order to re-connect; connectivity issues with Cannacord…

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey as smooth as possible. This week, we were very busy fixing multiple connector issues, and we were quite successful with it! We are excited to announce that we fixed the TD WebBroker issue, which was…

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. We had a small issue with AGF connector new screen, which we quickly fixed, and all connections should work as expected now! Manulife Securities connector is finally fixed and we received many positive feedbacks…

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother. We found a bug with our ticketing system which left some tickets from the past unanswered, so we've been busy answering all users that haven’t got a reply and fixing their problems! Reminder: usual…

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. With the help of a Wealthica user, we finally made progress with fixing Manulife Security and the development is now complete. We are moving to testing. Fidelity NetBenefits has…

This week's featured update: Our Android application has gotten even better with a fresh new look and more functionality. Download it today here! What's new on Wealthica this week? Bitbuy connector has been updated to accommodate their new website design EQ Bank, added support for their spending account Resolved the SunLife connector not showing…

This week's featured update: There is a new dividend tracking power-up now available on the power-up store. There are two version, a paid full-features version for $9.99/year or a lite version for free. What's new on Wealthica this week? Banking connectivity gets a reliability boost with Plaid connectors. Read our blog here.…

This week's featured update: We have published an update for our mobile application on iOS! Read our blog post dedicated to the new app here. An update for the Android version is currently in development and will be available next week! What's new on Wealthica this week? Implemented Open Banking for Chase Bank…

What's new on Wealthica this week? Overall sync issue due to a problem with proxies fixed 10 Year Promo adjustments made First successful connections with Plaid integration Issue with FTQ 2FA fixed What we're still working on... Issue with Investia due to the introduction of new visual changes Issue with Fidelity Investments Canada due to…

What's new on Wealthica this week? Fidelity Netbenefits connector bugs resolved FTQ outage repaired Plaid connector template has been completed W:Data fixes for admin TD WebBroker fixed crashed due to empty transactions Fixed minor Questwealth log-in bugs What we're still working on... Mobile application updates for holdings page and other bug fixes New dividend power-up…

What's new on Wealthica this week? Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement What we're still working on... Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon Plus,…

Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica. For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…