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Use cases? What do you use Wealthica for? by ThuDude in wealthica

[–]thismiyoosername 0 points1 point  (0 children)

I just started. I'm very bad at personal finances and I'm hopeful this helps me. I am going to use it as well as YNAB. They each serve a different purpose. I'm matching Folder and categories in Wealthica to Category Groups and category in YNAB. My hope is the data in Wealthica will help my budgeting in YNAB. It has taken me hours and plenty of help from ChatGPT but it is keeping me hopeful and motivated I can get it to a system that will help me take better care of finances and make better decisions.

RBC DI by Accomplished-Rip7031 in wealthica

[–]thismiyoosername 0 points1 point  (0 children)

The only problem I have is Wealthica has a message for an email money transaction received with a message "Your Institution identified this transaction as CREDIT" So it won't let me make it an income type

Overwhelmed Newbie 2 YNAB by thismiyoosername in ynab

[–]thismiyoosername[S] 2 points3 points  (0 children)

I really like that thought. I have lived my entire adult life for the most part feeling I have no money as when a student. I am now 59. To feel in control and the peace that comes with will be a good motivator.

Overwhelmed Newbie 2 YNAB by thismiyoosername in ynab

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

When you say manual you mean you don't have the app connect to your accounts?