In short
Open search with the magnifying glass in the header or with ⌘K (Ctrl+K on Windows or Linux). On your phone, open the menu and tap Search.
Type a page name (Overview, Holdings, Budget) or an action (refresh prices, import, AI chat). Arrow keys move, Enter opens, Esc closes. Search only jumps to places and actions in your Westara account. It doesn't search the web.
Keyboard shortcuts (work when you're not typing in a field)
- ⌘K / Ctrl+K: search
- ?: help
- R: refresh prices for your holdings
- ⌘⇧I / Ctrl+Shift+I: import (on a computer, on Holdings, Activity, Budget and Actuals)
- ⌘⇧1–4 / Ctrl+Shift+1–4: Holdings views All, Equities, Cash, BTC
- G then B: Overview
- G then F: Holdings
- G then L: Activity
- G then A: AI chat
On your phone you reach the same tasks through the menu, the import button and filters, without key combinations.
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- What is Westara, and what doesn't it do? Westara is a morning overview of your household money: your budget and real spending on one side, and your wealth across cash, investments and self-held Bitcoin on the other.
- In what order should I set up Westara? This order works best: accounts first, then real numbers, then extras, and invite other people last.
- What is app focus, and how do I change it? App focus decides how much of the menu and Overview you see: Full app, Budget or Portfolio. It's available on every plan and is set per person.