Product updates

Updates & improvements to Canua

October 31, 2022
October 2022

Track your documents in Canua

Your financial life is more than the sums in your accounts. Whether you need to prove your income, or your address, or to maximize deductions at tax time, documents are actually an important piece of the puzzle.

We believe that this sort of unstructured data is just as important as the structured balance and transaction data that Personal Finance tools have historically focused on. This is why we’ve launched a way to track and organize all of your financial docs in one place. In this first version you can upload docs, associate them to specific accounts, assets, or liabilities, and tag them. In future versions, we’ll get much smarter about helping you understand the content of your docs automatically using AI.

Like all data in Canua, we take great care to store your docs securely and fully encrypted.

Uploading a document
Your documents, neat and tidy
Add and link documents directly on your assets

New data connections

European  & UK data sources

  • France 🇫🇷 - LCL
  • Europe & UK 🇪🇺 - AIS Amex
  • Slovakia 🇸🇰 - VUB Bank
  • United Kingdom 🇬🇧 - Mettle
  • Baltics - SEB
  • Cyprus 🇨🇾 - Bank of Cyprus

Crypto data sources

  • WalletConnect
  • Algorand
  • Tron
  • [Update Nov 14] – We have removed FTX from the platform. We'll retain data synced from connected FTX accounts but will no longer update data.

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

Fixes & Improvements

  • Improved lists on CSV imports
  • Fixed long transaction descriptions
  • Fixed tooltip positioning on the FBAR pages
  • Improved preview and tags on docs
  • New Log in / Sign up flows

September 30, 2022
September 2022

Set your default currency

We live in a world of many currencies; and this is especially true as cryptocurrencies become more a part of everyday life. These currencies change value in relation to one another (some much more than others) and this often can leave you with a less than clear picture of your finances. This month, we launched the ability to set a default currency for your workspace. This ensures that all values are displayed in the currency of your choice, making it easy to keep track of your net worth, diversification, currency risks, tax liabilities, etc.

One nice touch is the ability to see your past transactions converted at the exchange rate on the day of the transaction. This helps you understand how recurring transactions are changing with relation to your base currency.

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Automatic FBAR filing

If you’re not a “US Person” with foreign accounts, you can say a little prayer for those of us that are and then jump to the next section. On the other hand; if you are, you know that filing an FBAR is a cumbersome and time-consuming process, especially if you have multiple foreign bank accounts. Now you can automatically file your FBAR in just a few minutes with Canua.

Just connect your foreign accounts and run through a 4 question workflow. The best part is, as long as you keep your accounts connected, we’ll file your FBAR every year from now until the end of time. Automation FTW! Learn more about the details in our help center article.

Psst. If you’re not sure if you need to file an FBAR, you should figure that out ASAP. It's due Oct 17th this year.

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Redesigned transactions table and filters

Nothing major but certainly worth an honorable mention. You’ll notice that our transactions page is now a bit easier on the eyes. Each transaction also now shows more contextual information under the View More link. Depending on the type of the transaction we will show different information such as prices, transaction fees, or Etherscan links.

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New data connections

European  & UK data sources

  • We’ve enabled several hundred more financial institutions across Europe and the UK 💥

Crypto data sources

  • Tron

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 Coinbase OAuth connection process.
  • Improved balance fetching for Berliner Sparkasse bank
  • Added another layer of AES 256-bit encryption to sensitive data stored in the database. Yes, that’s now 3 layers of encryption with different keys.
  • Improved how we handle empty values from specific financial institutions
  • New icons and support for N26 spaces

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.