Very helpful
Very helpful app to see your finances in one place at a glance
Ne synchronise pas tous les comptes
À première vue, l’application semble très bien et surtout très efficace pour connecter directement plusieurs comptes d’investissements différents. Cependant, j’ai vite constaté que certains comptes sont impossibles à synchroniser malgré qu’ils sont disponibles (fondaction CSN, iA groupe financier par exemple). Dommage, car cela fonctionnait très bien avec iA Gestion privée, Disnat et NDAX (crypto). J’utilisais la version d’essai a 150$/an et je ne vais pas payer pour un service qui ne fonctionne pas à 100% pour le prix demandé.
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Not really up to par
I tried the app for about four days, although there are some good things I liked Unfortunately there were more things I didn’t like so I ultimately deleted my account and ended my free trial. Pricing was a big factor, the things I find important are geographical allocation of my assets. And that cost $100 extra per year. I’m sorry but that’s just a little bit too pricey when I can just do a spreadsheet and get the same information and save $100. The other thing was three of my accounts just would not link up no matter what I did so if my three important accounts won’t link up, then there’s no point in continuing with this Product. The other issue I had was having to find tune all of the transactions and allocating them to the correct designated folder.. That was very frustrating when you only have a small little box to scroll through.
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Helps me track my finances
Wealthica is an excellent tool for keeping all my finances organized in one place. It connects my investment and bank accounts seamlessly, giving me a clear, real-time view of my net worth without any manual work. Overall, it has made managing my money much easier and more efficient. A must-have app for anyone serious about tracking their finances.
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Impossible to Figure Out
This is an impossible, frustrating program, you can’t use free trial without paying which I did. I somehow added the same brokerage 4x but could never figure out how to add the brokerage to the group. I tried YouTube videos and their FAQ’s, no help anywhere. If they call me (I left my number through their message bot, I would be happy to try again) but I can’t waste hours on a non-user friendly program.
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