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Topics
- I want to get to know Westara and set it up What Westara is, how to get started, app focus, search and installing the app. 7 articles
- I want to choose or change a plan Free, Solo and Family, AI credits and changing plans. 2 articles
- I want to protect my account and my data Signing in, two-factor authentication, who sees your numbers, export and deletion. 6 articles
- I want to bring in my bank accounts Import a bank statement as a file, or connect your bank read-only. Bank connection (read-only) has limited availability on Solo, Family, and the Solo trial. 9 articles
- I want to plan my household budget Year plan, categories, Ready to assign and variances. 8 articles
- I want to review my income and spending Editing Actuals, rules, splitting and cleaning up. 5 articles
- I want to keep track of contracts and subscriptions Spot recurring payments and note deadlines. Westara never cancels anything for you. 3 articles
- I want to track my investments Broker imports, eToro, holdings, cost basis, prices and currencies. 15 articles
- I want to track Bitcoin I hold myself Watch a wallet, set cost basis and get a live price. Westara never sees your seed or private keys. 4 articles
- I want to add illiquid assets Illiquid assets at the value you enter, and linked loans. 2 articles
- I want to see my wealth and create reports Overview, accounts, reports and PDF. 7 articles
- I want to use Westara with my family Inviting people, individual and combined views, roles and ending sharing. 4 articles
- I want to use AI AI chat, credits, privacy limits and what the AI does not do. 7 articles
- I want to know what's coming soon Features that have been announced but aren't available yet. 1 article
Top questions
- In what order should I set up Westara? This order works best: accounts first, then real numbers, then extras, and invite other people last.I want to get to know Westara and set it up
- How do I connect my bank? On Solo, Family, and the Solo trial you connect your bank under Accounts → Connect bank. Bank connection (read-only) has limited availability. You grant read-only access, then you match the accounts and fetch the bookings. You enter your bank login and TANs only in our account-access partner's form.I want to bring in my bank accounts
- How do I import a bank statement as a CSV or CAMT file? Download the statement from your online banking as a CSV or CAMT file and drop it under Import → Bank statements, or under Actuals → Import bank statement. This works on every plan.I want to bring in my bank accounts
- Which plans are there, and what AI limits apply? There are three plans: Free, Solo and Family. They differ mainly in AI, contracts and the number of people. Bank connection (read-only) has limited availability on Solo, Family, and the Solo trial.I want to choose or change a plan
- How do I invite people to my household? On the Family plan, you invite people under Settings → Household. The household has room for up to 6 people, including you as the Owner. Pending invites also take a seat.I want to use Westara with my family
- How does Westara protect my data, and who can see it? Who can see your numbers depends on your household.I want to protect my account and my data
- What happens when I change or cancel my plan? The person who pays changes or cancels the plan under Plan. The new plan's features apply as soon as the change takes effect.I want to choose or change a plan
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