Results for “AI credits”
11 results
- What are AI credits, and what happens when they run out?AI credits are your monthly allowance for AI features: Solo includes 200 credits a month per person, Family 300 credits a month for the whole household. On every plan they're back to full on the 1st of the month.I want to use AI
- AI creditsHow many credits each plan includes and what happens when they run out.Glossary
- 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 is my yearly plan built, and what does AI check?Westara builds your year plan from your household history: under Budget → Build plan, the Actuals you've recorded become planned amounts. Westara calculates the plan from your numbers, not the AI. On Insights, the AI then analyzes plan vs actual for a month (Solo and Family).I want to plan my household budget
- How do I open and use the AI chat?Tap the spark at the top right of the header, or open search (⌘K) and choose Ask Westara. The AI chat is included on Solo and Family. You don't need your own AI account.I want to use AI
- What should be in Westara so the AI can help well?Complete Actuals, complete Activity and all the accounts that belong in your picture. The better this data, the better the answers.I want to use AI
- What analyses and briefings can the AI create?The AI works with the numbers you already see in the current Me / Person / All filter, and can turn them into analyses and a short summary (briefing) in the AI chat.I want to use AI
- What are the AI insights on Budget, Overview and Holdings?AI insights are short summary cards about the page you're looking at. Tap Insights on Budget, Actuals, the Overview or Holdings.I want to use AI
- Plan → UsageYour plan and remaining AI credits. Every member can see it; upgrades and billing are Owner-only.Glossary
- How do bank transactions get a category?New bookings get their category first from local rules, then on Solo and Family from AI, and finally from your payee rules.I want to bring in my bank accounts
- What does 'Explain' next to a number do?Explain shows how a number is made up: tap the small Explain next to a figure, and a side sheet opens with the formula, its parts and the rows behind it. Explain is included in every plan, including Free, and isn't an AI feature.I want to use AI
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- 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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