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This How-To explains how to hide accounts that shows up within 2 different financial institution accounts.
To add a second Questrade account your will need to make sure you logout from the previously connected account on Questrade's web app.
Step by step guide to delete your Wealthica account.
I had accidentally retained history when deleting a financial institution. How can I remove it completely and delete all history?
Step by step guide to cancel or uninstall your Wealthscope Scorecard add-on
Enable Read-Only access to Interactive Broker with the Flex Query / Report
To add a 2nd Wealthsimple account to Wealthica you need to first logout from the previously added account. Here's how.
Short guide about how to connect a Computershare Employee Online Account in Wealthica
Use the Cointracking Add-on to link your crypto assets.
Learn how to edit history for your Wealthica account
Connect your CoinTracking account to Wealthica
A video walkthrough of how to fix Norbert's Gambit transaction error.
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Where to find the API keys and how to connect NDAX
Steps Add Shakepay Connection
Password Recovery Option
Updating the Market Value of Manual Investments
How to use a discount code or promo code.
A guide on how to enable app-based 2FA
Finding your Questwealth account number
Adding your stock holdings manually in Wealthica
You can manage subscriptions from the preferences page.
When automatic daily updates are enabled, the google sheet will not keep your custom formulas. Here is a workaround.
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.
A guide on how to use the beta version of the New Budget Wizard.