When adding a property to myprosperity platform, the value, photos and information about the property is gathered from RP Data feeds. Unfortunately, the information provided is not always accurate. A property can undergo renovations and other factors that may affect...
The mycashflow tool allows you to categorise your transactions and get organised. Here is a full list of default categories that you will be able to apply to your transactions. If you require a category that is not in the list below, you may also add a new one....
A “Connecting to bank” message may appear and remain for 30 minutes or more if you have many accounts, or if the bank website is relatively slower. This post will help you to understand what some of these messages mean and how you should respond to them....
If you are seeing duplicate transactions, you may have added a bank account to your mywealth twice. Here are some steps that you can take to identify duplicate accounts and remove them. 1. Click on the gear in the top right, check the box for Show hidden wealth item,...
There are a number of default, built-in categories in mycashflow. These cannot be edited or removed. You can create your own custom categories and then add rules to move appropriate transactions into your custom categories. For example, you could add a custom category...
Note: Only the account owner will be able to add bank accounts with data feeds to their wealth portal, advisers and accountants will not be able to do so. Find out How to add a bank account with a manual balance....
