Results for “Yearly plan”
4 results
- 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
- 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 do I build a plan from my Actuals?Under Budget, tap Build plan once you have Actuals. Westara copies your booked months and, if you want, estimates the rest of the year.I want to plan my household budget
- 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
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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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