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These might help:
- In what order should I set up Westara? This order works best: accounts first, then real numbers, then extras, and invite other people last.
- 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.
- 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.
- 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 get to know Westara and set it up
- I want to choose or change a plan
- I want to protect my account and my data
- I want to bring in my bank accounts
- I want to plan my household budget
- I want to review my income and spending
- I want to keep track of contracts and subscriptions
- I want to track my investments
- I want to track Bitcoin I hold myself
- I want to add illiquid assets
- I want to see my wealth and create reports
- I want to use Westara with my family
- I want to use AI
- I want to know what's coming soon
- Glossary and further reading
What are you looking for?
- I want to get to know Westara and set it up
- I want to choose or change a plan
- I want to protect my account and my data
- I want to bring in my bank accounts
- I want to plan my household budget
- I want to review my income and spending
- I want to keep track of contracts and subscriptions
- I want to track my investments
- I want to track Bitcoin I hold myself
- I want to add illiquid assets
- I want to see my wealth and create reports
- I want to use Westara with my family
- I want to use AI
- I want to know what's coming soon
- Glossary and further reading
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.
- 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.
- 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.
- 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.
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