Getting started checklist
Create your first bank account, import a CSV, and confirm your base currency before reviewing dashboards.
Questions, answered
Clear answers for common setup, import, and billing questions.
Still unsure? We are happy to help you pick a clean setup.
Quick fixes
Start here if your numbers feel off or you need to import quickly.
Getting started checklist
Create your first bank account, import a CSV, and confirm your base currency before reviewing dashboards.
Clean CSV imports
Map columns once, save the mapping, and re-run imports without duplicating past rows.
Security overview
We use encrypted connections and least-privilege access so only you can see your data.
Detailed answers
Ten practical scenarios and how to solve them in minutes.
Connect or import your accounts, add assets and liabilities, and Wealth Tracker calculates your net worth and its trend automatically.
Anyone who wants a calm, long-term view of their finances: investors, homeowners, freelancers, and families.
Budgeting apps focus on monthly spending; a wealth overview tool aggregates assets and debts to show long-term net worth progress.
Pricing is subscription-based with monthly or yearly billing, and you can cancel from Plans before the next renewal.
Yes. Add them as liabilities and follow the balance as payments are imported.
Yes. Add pensions and fixed assets, then update values manually whenever they change.
Upload a CSV, map the columns once, and save the template for future imports.
Check for duplicate imports, pending trades, and currency rates for the import date, then restore from Import History if needed.
Transactions stay in their original currency and are converted to your base currency using daily FX rates.
Shared access is not available yet, but you can share exports or summaries.
Still have questions?
Pick a plan to create your account and we will walk you through your first import.