Westara

Results for “Connect bank”

25 results

  1. Import a file or connect my bank: which suits me?Both work well: file import works on every plan and goes back as far as your export, while the bank connection (read-only, limited availability on Solo, Family, and the Solo trial) conveniently fetches new days.I want to bring in my bank accounts
  2. 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.I want to bring in my bank accounts
  3. Is the bank connection safe?Yes, on a limited basis: on Solo, Family, and the Solo trial, our account-access partner, a provider licensed or registered by BaFin as an account information service, reads balances and transactions. It can't move money. You enter your bank login and TANs only in that partner's form.I want to bring in my bank accounts
  4. The bank connection didn't finish. What now?The status line under Accounts shows which step is stuck. Here's what you can do in each case.I want to bring in my bank accounts
  5. Connect your bankConnect your bank read-only: match, fetch and end access. Limited availability on Solo, Family, and the Solo trial.Glossary
  6. How do I renew or end bank access?Your bank's consent typically lasts about 90 days. After that, tap Renew access. If you don't want any more fetches, choose one of the actions below depending on what you want.I want to bring in my bank accounts
  7. 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
  8. 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.I want to bring in my bank accounts
  9. How do I match bank accounts, including joint or skipped ones?After you grant access, you use Match bank accounts to match each bank product to a Westara account: Link to, Create new or Skip.I want to bring in my bank accounts
  10. How do I fetch bank transactions, and where do they go?After matching, tap Fetch bookings. Cash transactions land in Actuals, broker transactions in Activity. This depends on the bank product, not on the Westara row.I want to bring in my bank accounts
  11. 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
  12. How do I connect eToro directly?On a depot account, under Accounts → open the depot → eToro: you paste a read-only key from eToro, and Westara then keeps your activity up to date automatically.I want to track my investments
  13. What can I create and edit under Accounts?Under Accounts you keep connected accounts (through the bank connection, or watch-only for Bitcoin) and manual accounts that you create yourself.I want to see my wealth and create reports
  14. How do I merge accounts with the same IBAN?Open one of the duplicate cash rows under Accounts and choose Merge both accounts (or Merge 3 accounts). Duplicate rows for one current account often appear after connecting your bank or connecting a second time.I want to see my wealth and create reports
  15. How do I edit bookings in the Actuals inbox?On Actuals, the inbox lists every single bank and manual booking for the selected month. Tap a row to open Edit booking.I want to review my income and spending
  16. 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.I want to get to know Westara and set it up
  17. In what order should I set up Westara?This order works best: accounts first, then real numbers, then extras, and invite other people last.I want to get to know Westara and set it up
  18. How does Westara protect my data, and who can see it?Who can see your numbers depends on your household.I want to protect my account and my data
  19. 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
  20. How do I clean up duplicates and bookings without an account?You do both on Actuals in the ⋯ menu: Review duplicates for double rows, No account for rows that no longer sit on any current account.I want to review my income and spending
  21. How do I import broker transactions from a file?Through Import → Broker activity: choose your broker or use auto-detect, drop the file, match the depots to your accounts and import. Westara turns the broker rows into entries in Activity.I want to track my investments
  22. Where do I see buys, sells and transfers?In Activity. It's the basis for how many shares or coins you hold. You book buys, sells, transfers and opening balances by hand or by import.I want to track my investments
  23. How do I link a loan to an illiquid asset?On the illiquid asset row you can optionally link a loan account. The loan stays a separate account of type Loan, and its outstanding balance is only subtracted in the asset's net value.I want to add illiquid assets
  24. What is a cash account?Cash is the account type for current accounts, savings and cash on hand. There's no separate type for a household cash box. You only use Other for loans or memberships.I want to see my wealth and create reports
  25. 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

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