First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Read our quick start guide on how to use the beta budget wizard here. The post BETA Budget Wizard now Available appeared first on Wealthica’s Journey to $100B.

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More 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

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More 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

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More 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

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Adjust your book value manually The post 🔍 Adjust your Book Value Manually appeared first on Wealthica’s Journey to $100B.

First published: 16 September 2024 @ 5:28 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Understanding capital gains tax is essential for Canadian investors looking to maximize their returns while staying on the right side of the law. Whether you’re selling stocks, real estate, or digital assets like cryptocurrency

First published: 11 September 2024 @ 12:49 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We are currently investigating an issue with dashboard net worth report not showing correct values. Users are reporting that their account values are correct, but overall net worth is wrong. The dev. team is

First published: 11 September 2024 @ 12:49 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We are currently investigating an issue with dashboard net worth report not showing correct values. Users are reporting that their account values are correct, but overall net worth is wrong. The dev. team is

First published: 1 January 2025 @ 2:29 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Consider building a life of hard work, smart decisions, and careful savings, only to see it unravel due to unforeseen events. From unexpected medical emergencies to legal disputes, life’s uncertainties can quickly jeopardize the

First published: 1 January 2025 @ 2:29 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More If you must take control of your finances, especially in a world where financial uncertainty often looms, conducting a financial inventory is one of the best ways to achieve this. It might sound complicated,

First published: 24 December 2024 @ 4:16 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We’ve added a new geographic allocation widget on the Holdings page. You can toggle between Chart and Bar view for the Categories and Portfolios as well. You can update geographic allocation manually by clicking