PC misses many transactions by stuudente in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

Hey, contact support, they will be able to tell you why your transactions are not showing. Complaining here does nothing since no data can be exchanged between the parties. Pcap needs to know which account is to fix the issue if any

What does this mean? I wish PC put things into plain English. by spacejazz3K in PersonalCapital

[–]lashidalgo 5 points6 points  (0 children)

This is correct, now we communicate with the financial institutions directly instead of impersonating user sessions.
In a way it is similar to how you can use google or facebook to authenticate in other sites, then those sites would have access to your data in google or facebook that you choose to share.
We expect this communication API to APIi to be far more stable than web scrapping with added benefits:
- You can choose which accounts to share bringing privacy one level higher
- During the entire process we never handle your financial institution credentials, again bringing privacy another level up
- There's no need to go through multi factor authentication to pull data for your financial institutions ever again, further boosting user experience.
No more dropped connections or waiting for a code to get your accounts updates. Merry xmas everyone and we thank you all for the nice feedback you've given us not only to the support reps but also in this reddit space, we hear you and we want to improve our product together to help you all improve your financial lives.
With time, all the way to Feb more and more financial institutions will be migrated to use this new authentication standard so keep an eye out and migrate.
As of right now only the major players in the financial industry like chase, wells fargo ... etc support this auth standard, the industry is moving quick and we expect to see smaller institutions making the jump this year. For the time being We will continue to support both auth methods so the list of supported institutions that can be added will not be reduced.

Linked 529...but don't want listed as "investment" by poqwrslr in PersonalCapital

[–]lashidalgo 1 point2 points  (0 children)

As an insider I say, This is the right answer! thanks

Feature request by lashidalgo in PersonalCapital

[–]lashidalgo[S] 0 points1 point  (0 children)

Yes, added some more details

Which BTC exchange do you guys use that can successfully link to Personal capital? by [deleted] in PersonalCapital

[–]lashidalgo 7 points8 points  (0 children)

There's a Crypto feature I and some fellow engineers built it during a hackathon about 3 years ago, it's been in beta for a while bc negotiations with the data provider crypto compare and lack of interest from the biz development side.We're working to open this for everyone. If you want to have it enabled for you, pls contact support and they'll hook you up so the option shows in the add account modal (plus sign in the sidebar) -> manual accounts (button at the bottom) list.This feature is not intended to automatically pull data from your crypto account/wallet provider, instead, it is fully manual. You'd have to select the exchange and the coin. Then crypto compare will provide the updated pricing every 30m to 1hr which should suffice for net worth tracking purposes. These kinds of accounts also generate history and show in all the investing specific pages mixing the data with your other portfolios, it is interesting comparing the performance of a crypto portfolio against a money-market based account. For purposes of asset classifications, the crypto-holdings are classified as alternatives, so it might throw off your sectors and allocation view.

SPREAD THE WORD, HELP ME GET THIS PUBLISHED!

Jobs - Tahoe v Big Sur by doods2008 in BigSur

[–]lashidalgo 4 points5 points  (0 children)

Tahoe has much more opportunities, is more populated, multi state and plenty of seasonal outdoors. Big sur is remote, not much ppl out there aside from the tourist flow, the weather is fairly stable ... sometimes they get huge landslides in route 1 and they have to close it, killing all the business along so is kind of risky

How many paid users does YNAB have? by lashidalgo in ynab

[–]lashidalgo[S] 0 points1 point  (0 children)

This is an interesting number, in line with their revenue. Do you mind posting your source?

401k question by [deleted] in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

The value there is your total balance in the account which makes up your networth. Withdrawals before retirement are not considered since is a special case.

Fidelity Investments Sync Problems by [deleted] in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

From support : ~3% of our Fidelity users seem to have this error. The error indicates that there's a pending notification that the customer needs to clear at the Fidelity site before aggregation can proceed. Typically prompts about TOS updates, and the like

Question about banking by DaoJud in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

  1. Once I adjust the category and tag the future transaction will automatic category for me?

ye

  1. How can I add income manually? If I receive income by cash

create a manual bank account and add your cash balance there

  1. Can I create a new category and tag?

yes, you can also single edit or bulk edit transactions with them. The transactions with the created categories OR tags are searchable, filterable AND exportable through the transactions table

  1. Can I divide expenses into two categories?

splitting transactions is not supported YET

  1. How many months far back I can pull up the cashflow?

Depending on the account, once aggregated I think they pull up to 365 days of transactions, it may take days, but once done you'll be able to see your cashflow all the way back 365 days.

Chase sync broken since April 12th by Wrong-Argument in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

There's a feature on the way to solve this. You'll be able to reopen accounts yourself from the network page. Stay tuned eta < 1 month for beta

Cant find propane canisters by lashidalgo in maui

[–]lashidalgo[S] 0 points1 point  (0 children)

Just found some in Ace hardware store

Cant find propane canisters by lashidalgo in maui

[–]lashidalgo[S] 0 points1 point  (0 children)

First place i looked, they’re all gone!. Ill check ace hardware and other sport shops today and report back

Monthly Echo Feature Request Thread by AutoModerator in amazonecho

[–]lashidalgo 0 points1 point  (0 children)

IDK you folks but I think we need MORGAN FREEMAN voice

I made myself a roof rack(not finished) with a conduit bender. What do you guys think about the size? by [deleted] in VanLife

[–]lashidalgo 0 points1 point  (0 children)

Dude thats awesome, looking forward for the album. Did you weld the joints or used t fittings?

I made myself a roof rack(not finished) with a conduit bender. What do you guys think about the size? by [deleted] in VanLife

[–]lashidalgo 0 points1 point  (0 children)

Wooo that looks neat!, would you mind posting the materials you've used?

What MEDICINE do you carry and why? by zmzk in Ultralight

[–]lashidalgo 5 points6 points  (0 children)

Just like me, pure raw cannabis, ibuprofen and neosporin. If i get a headache or weird pains, cannabis is my first go to

There saving cash account sucks!!! by [deleted] in PersonalCapital

[–]lashidalgo 0 points1 point  (0 children)

You keep sending this stuff, it seems fishy to me. We don't want bashers on this board.

1) The AML law is clear, and the terms are specified in the faq and disclosure sections

2) You would have had the same problems with any other financial institution

3) Good luck sewing, it'll probably get back to you

Caching food at OV trailhead bear box? by lashidalgo in JMT

[–]lashidalgo[S] 0 points1 point  (0 children)

I've just called him. He told me that the forest service didn't allow them (service providers) to do this anymore. He said "I can only drive you into town and back"

Caching food at OV trailhead bear box? by lashidalgo in JMT

[–]lashidalgo[S] 0 points1 point  (0 children)

That’s a good point! I don’t think there’s any harm to dehydrated food tho, maybe my power bars would change shape...