Glossary and further reading

Terms

1. 01

   Change or cancel your plan

   What happens when you upgrade, downgrade or cancel.

   Change or cancel your plan: Read the article → I want to choose or change a plan
2. 02

   AI credits

   How many credits each plan includes and what happens when they run out.

   AI credits: Read the article → I want to use AI
3. 03

   Invite people

   Who pays, who can make changes, and what stays with you if you leave.

   Invite people: Read the article → I want to use Westara with my family
4. 04

   Me / Person / All

   Whose money a page shows: yours, another person's or everyone's together.

   Me / Person / All: Read the article → I want to use Westara with my family
5. 05

   Family snapshot as PDF

   A one-page overview as a PDF for talking things through or for your records.

   Family snapshot as PDF: Read the article → I want to see my wealth and create reports
6. 06

   Contracts and subscriptions

   Keep recurring payments in view. Westara never cancels anything for you.

   Contracts and subscriptions: Read the article → I want to keep track of contracts and subscriptions
7. 07

   Illiquid assets

   Property, vehicles or valuables at the value you enter.

   Illiquid assets: Read the article → I want to add property, cars and valuables
8. 08

   Privacy and access

   Who can see your numbers and how to export them.

   Privacy and access: Read the article → I want to protect my account and my data
9. 09

   Two-factor authentication

   Add a second factor to protect your sign-in.

   Two-factor authentication: Read the article → I want to protect my account and my data
10. 10

    The AI isn't advice

    The AI analyses your numbers. No investment advice and no buy signals.

    The AI isn't advice: Read the article → I want to use AI
11. 11

    Prepare your data for AI

    What should be in Actuals and Activity so questions make sense.

    Prepare your data for AI: Read the article → I want to use AI
12. 12

    Install on your phone

    Put Westara on your home screen. iPhone, Android or computer.

    Install on your phone: Read the article → I want to get to know Westara and set it up
13. 13

    What is Westara?

    Budget and investments in one place, and what Westara deliberately doesn't promise.

    What is Westara?: Read the article → I want to get to know Westara and set it up
14. 14

    Search and keyboard shortcuts

    Search, help, prices, import and Holdings views.

    Search and keyboard shortcuts: Read the article → I want to get to know Westara and set it up
15. 15

    App focus

    Show the full app, only the budget or only investments.

    App focus: Read the article → I want to get to know Westara and set it up
16. 16

    Import a bank statement

    Bring a bank statement into Actuals as CSV or CAMT.

    Import a bank statement: Read the article → I want to bring in my bank accounts
17. 17

    Connect your bank through finAPI

    Connect your bank read-only: match, fetch and end access.

    Connect your bank through finAPI: Read the article → I want to bring in my bank accounts
18. 18

    Import broker exports

    Drop or choose a broker file, or paste a table.

    Import broker exports: Read the article → I want to track my investments
19. 19

    Connect eToro

    A read-only key on your depot. Never write access, never orders.

    Connect eToro: Read the article → I want to track my investments
20. 20

    eToro: file or connection

    File import and the direct connection write the same Activity entries.

    eToro: file or connection: Read the article → I want to track my investments
21. 21

    Watch a Bitcoin wallet Advanced

    A read-only account key (zpub) on your BTC wallet. Balance and history, no keys.

    Watch a Bitcoin wallet: Read the article → I want to track Bitcoin I hold myself
22. 22

    Opening balance and cost basis for Bitcoin Advanced

    Watched wallet versus manual wallet, and how to set your purchase price.

    Opening balance and cost basis for Bitcoin: Read the article → I want to track Bitcoin I hold myself
23. 23

    Year plan and Budget AI

    Build a year plan from your household history and analyze plan vs actual on Budget AI.

    Year plan and Budget AI: Read the article → I want to plan my household budget

Further reading

• Compare plansFree, Solo (one person) and Family (up to 6 people). What each plan includes.→
• Plan → UsageYour plan and remaining AI credits. Every member can see it; upgrades and billing are Owner-only.In the app
• Product overviewHow Westara brings together portfolio, budget and imports.
• Feedback & questionsEarly access: send a short message and we'll reply by email.→