TIP: This is useful if you have sold a property or cancelled credit cards but want to keep the transactions associated with them in your cashflow. Here’s how you can hide an asset or liability so that it not reflected in your wealth items. 1. In your wealth portal,...
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,...
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....
Yes. Simply use the following steps: 1. Go to mywealth, click on Bank accounts, choose the account you wish to delete| 2. Ensure that you are on the Details tab, then hit the red bin icon. 3. You will be asked to confirm that you want to permanently delete this...
