Results for “Cancel”
9 results
- 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
- Change or cancel your planWhat happens when you upgrade, downgrade or cancel.Glossary
- Contracts and subscriptionsKeep recurring payments in view. Westara never cancels anything for you.Glossary
- How do I match an Amazon order to a booking?Download your order history from Amazon as a file and upload Order History.csv under Match receipt. Westara matches the orders to the right charges and splits them by category. This works on every plan.I want to review my income and spending
- How do I keep track of contracts and subscriptions?On Solo and Family (and during the trial), turn on the Contracts module under Settings → Household. You'll then see your recurring commitments, such as rent, insurance, streaming or your phone contract, in one place, with their costs in your spending.I want to keep track of contracts and subscriptions
- How does Westara detect contracts and subscriptions?In three ways: you mark a booking yourself, Westara suggests recurring payments from your Actuals, or AI points out anything unusual. A contract only becomes active once you confirm it.I want to keep track of contracts and subscriptions
- What does 'Notice-by' mean?Notice-by is the date that you entered, by which you need to act. Westara doesn't derive it from a merchant's name.I want to keep track of contracts and subscriptions
- How do I leave a household or end sharing?As an invited person, you leave under Settings → Household. Your own accounts and bookings stay with you, and afterwards you see only your own numbers again.I want to use Westara with my family
- How do savings goals work?Yes. Savings goals is in the app. You link savings accounts. The ring shows those balances against the amount. Westara does not move money.I want to plan my household budget
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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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