I want to see my wealth and create reports
Overview, accounts, reports and PDF.
7 articles
- What does the Overview show? The Overview is your morning picture of wealth and household cash flow: total wealth, day change, the mix of cash, stocks and Bitcoin, a 30-day wealth trend and, if your budget is active, This month.
- Why isn't the change in wealth just prices plus cash? Because securities settlements and new lots would otherwise look like price gains. That's why Wealth change on the Overview separates several parts.
- 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.
- 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.
- 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.
- Where do I find Realized, Closed, Dividends and Year-end AUM? Under Reports. There are four reports, all built from your Activity:
- How do I create PDF reports (Family snapshot)? On the Overview, tap Download family snapshot. Westara saves a one-page PDF. On phones that support it, you can also Share it directly.
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