Importing banks
complete
Medea
Currently, as configured, the online source system has no use in terms of bank synchronization.
It should be how circles worked before. I mean, you can see the entire wallet with synchronization potential, but choose what you want to add to the wallet.
It's no use uploading all the properties that a bank has published on its website. And you can't ask a bank to prepare a specific link for you in order to synchronize it.
Conclusion, that the only way is for there to be two phases, one in which you can see from witei what you can add to the portfolio, and another in which you decide to add this or that property to it
witei
complete
witei
Medea
It is possible to do this through 2 separate workspaces. One for your regular management (the main one) and one for each bank you work with. Workspaces can share properties using circles.
Medea
witei: what is it about work camps and how do you do it? I only know that once you add the XML sent to us by the bank, everything that is in that XML is directly loaded into our wallet. All at once and without the possibility of selection
witei
Medea: You have information in our Support Center to answer your questions about the use of workspaces: https://faq.witei.com/es/articles/3155387-como-configuro-mi-espacio-de-trabajo
C
Cristina
under review