Product updates

Updates & improvements to Canua

August 31, 2022
August 2022

Import bank statements via CSV files

We’re particularly excited about this one. While Canua already connects to over 17,000+ banks and brokerages worldwide, there are still many institutions that we don’t cover. In addition, many of the institutions that we do cover only return partial historical data via their APIs. CSV bank statement imports allow you to import all your transactions, whether they’re historical transactions for an account you’ve already connected or for accounts that we don’t yet support syncing with via API.

The import process is super flexible, allowing you to customize what gets imported and how. Better yet, when you import data for a given institution, we’ll remember all the mappings and settings so that the next time you import transactions for the same institution you’ll only have to upload the file and confirm everything looks good.

Finding your financial calm starts with having a complete and unified view of all your finances. CSV imports represents a huge leap forward in the breadth and ease with which you can get your data into Canua.

Mapping CSV columns to the right data. You only have to do it once.

Filter your transactions

We want the Canua experience to feel like magic, which means we want you to have quick and easy access to the information you need. The new filters on the transactions page will help you with that.

These filters include options for transaction types (received/sent), date ranges, currency type (fiat/crypto), account and others. You may find these useful when looking for a transaction or when you’re checking a list of transactions of a certain type or account.

Filter your transactions easily

Set custom names for your accounts

We have built custom account names so that, after connecting multiple accounts, from multiple financial institutions, these are still clear and easy to understand when displayed on your list.

Give your accounts easy to remember names

New data connections

European  & UK data sources

Portugal

  • Banco Santander Totta
  • Bankinter
  • Crédito Agrícola
  • Banco Montepio
  • Caixa Geral de Depósitos
  • Cofidis
  • Novo Banco SA

Crypto data sources

  • Rainbow wallet
  • Trust wallet
  • Gamestop wallet
  • Binance US
  • Binance
  • Celo Network
  • Crypto.com

Remember: If you don’t see your institution supported in Canua please let us know! We’re always adding new data connections.

Fixes & Improvements

  • Fix several N+1 queries that were causing performance issues on the Your data page.
  • Improve how currencies are displayed across the app.
  • Fix issue with some accounts when rendering zero balances.
  • Refactor of most modals across the app for consistency and performance.


July 31, 2022
July 2022

Manual assets

Canua supports syncing with thousands of bank accounts and investment accounts via API, however, it may be the case that you have other assets that you would also like to add to your portfolio. In many cases these may represent the largest part of your assets.

Our new manual assets feature is a very simple way to add those. You can add real estate, vehicles, and many other types of assets such as  startup equity, angel investments, domains, and precious metals. These will be accounted for in your total net worth. This brings you one step closer to having Canua represent the single source of truth for your finances!

Offline assets are no longer a problem

Invite other users to your workspace

Personal finance doesn't always have to be lonely.

Whether you manage your finances with a partner or want to give your accountant access to your data, it can be tricky to bring together multiple bank accounts, assets, documents, and everything else required to stay organized. It’s now possible to invite other people to your Canua workspace and given them access to your data in just a few moments. This is just the beginning of multi-player Canua. In the future we'll release more granular permissions and better controls for how other people can access your data.

Life is better with friends

Get all the details you need

We've built a slide out side panel for transactions, institutions, and individual accounts that gives you the nitty gritty details of each. You can review categories, copy account details, understand transaction fees better and explore crypto addresses.

Details side panel for an ETH wallet

Privacy mode

Sometimes you want to report a bug, send us a feature request, or just show Canua off to your friends. We’ve added a simple way to mask all your personal data with the simple flick of a switch.

Privacy mode engaged


New data connections

European  & UK data sources

Portugal

  • Activo Bank
  • Banco Atlântico
  • BPI
  • Banco BIC
  • Millenium
  • Banco CTT
  • Banco BIG
  • Banco Português de Gestão

Crypto data sources

  • Brave wallet
  • Metamask wallet
  • Tally Ho wallet
  • Phantom wallet
  • Coinbase wallet
  • Altair
  • Centrifuge
  • Parallel Chain

Remember: If you don’t see your institution supported in Canua please let us know! We’re always adding new data connections.

Fixes & Improvements

  • Fixed issue where we continued to attempt updates to synced accounts that had been removed from a workspace.
  • Fixed a bug that was preventing removal of notifications for deleted connections.