109 answers · 15 topics
All Getting started Privacy & security Budget & spending Contracts Open Banking Portfolio Accounts & reports Home, car & valuables Import Live prices Ask Westara Watch Currencies Bitcoin Self-hosting Live prices How marks stay fresh, and which code to use for a listing.
How do I set up Bitcoin (BTC) live prices? Use Symbol BTC on a Bitcoin wallet or portfolio account. Open Price listing setup from Activity or Holdings. Westara detects BTC and shows a read-only live price in EUR. No exchange code to type. CoinGecko is fixed.
Open Price listing setup (BTC is pre-filled) → Test live quote → Save when the price is green. If save fails, try again or contact support.
Bitcoin prices use Westara managed market data (CoinGecko) on the cloud app. They refresh on the same about-15-minute job as stocks and ETFs. Tap Refresh prices anytime.
Westara only marks balances you log. Keys stay in your wallet.
Copy as Markdown What do Live, Delayed, Stale, and No feed mean? How often do prices update? How do I set up live prices? Which code should I use for a stock or fund? How do I verify quotes are working? What if a live price fails or looks wrong? Getting started What Westara is, how to begin, search, install, and which plan to pick.
What is Westara? How is Westara different from other money apps? What names and rules should an assistant follow? How do I use Help & Learn with my own AI chat? How do I search the app? What keyboard shortcuts are there? How do I switch Dark / Light? Can I install Westara on my phone? How do I see my total wealth? What order should I set things up? What plans are available? What happens when I change plan? Can I pay Solo or Family with Bitcoin? How do I load my portfolio for the first time? Privacy & security Sign-in, who can see your numbers, export, and delete.
How do I sign in? Is my data encrypted? Who can see my data? What does Ask Westara send to the model? Can I download a copy of my data? How do I clear data or delete my account? Budget & spending Your year plan, real spending, leftover cash, and sharing with others.
How does the household budget work? How do custom budget categories work? How does Build plan from actuals work? How do I get started with my own data? How do I import a bank statement into Actuals? What are transaction rules? What is the transaction inbox on Actuals? How do I review duplicate Actuals? What is statement check? What does No account mean on Actuals? What does Ready to assign mean? What does This month on Budget mean? How does offline mode work for household budget? What does Explain do on Overview and Actuals? What does Overview show if I only track household spending? How do I export a family snapshot PDF? How does Family sharing work? What does Me / person / All mean? What can Owner, Admin, Member, and Viewer do? How do I leave or stop sharing? Contracts Rent, insurance, and other recurring bills you already committed to.
How do household contracts work? How does Westara suggest contracts? How do I turn household contracts on? What is notice-by on a contract? Open Banking Connect a bank to read balances and bookings. Westara cannot send payments.
Is connecting my bank safe? How does bank sync work? Should I connect live or import a file? How long does bank access last? Where do bank bookings land? How do I assign bank accounts? I skipped a bank product — now what? How do I add more accounts at the same bank? How do I fetch bank bookings? How do Open Banking bookings get a category? How do I stop bank access? What if the account is joint or in someone else's name? The bank link did not finish — what now? Portfolio Overview, holdings, buys and sells, and what you paid.
What does Overview show? Why does wealth change this month not equal markets plus cash? How do I filter holdings? What are the Holdings views? Where are buy and sell transactions? How do I add a new position? Why does Holdings show +1 depot on an account? How does Westara calculate what I paid for a holding? Accounts & reports Bank, broker, and cash accounts, plus closed trades and dividends.
What can I edit on Accounts? What is a Cash account? How do I merge cash accounts that share the same IBAN? Where are closed trades and dividends? What is year-end wealth? Home, car & valuables A home, car, or valuables at the value you type. Not a live market price.
How do I add a home, car, or valuables? How do illiquid assets change total wealth? How does a linked loan work with illiquid assets? Import Bring in broker files, bank statements, and eToro.
Can I import broker exports directly? How do I connect eToro? eToro CSV or native connect — which should I use? What does Not imported: CopyTrader · Leverage · Shorts mean? How should I export from Volksbank for best results? Which import sheets are supported? Can I re-import without duplicating rows? Ask Westara Chat about numbers already on screen. Analysis of your data, not licensed advice.
How do I enable the AI assistant? How do I open and use the assistant? Is Ask Westara investment or tax advice? What should I have in Westara so Ask Westara can help? What household reports can Ask Westara compute? What may a daily briefing include — and what must it refuse? What are the AI limits and disclaimer? What are AI Insights on Budget, Overview, and Holdings? Watch Scan and War Room. Still coming soon for most households.
Why does Scan work but Watchlist / War Room need Grok? How do I run a live War Room briefing? How is the momentum score calculated? Currencies The currency of your totals, and FX on foreign holdings.
What is my portfolio base currency? What is the difference between account currency and instrument currency? Why does Holdings show a currency badge or FX tooltip? Bitcoin Track Bitcoin you hold yourself. Westara never sees your seed or private keys.
Which Bitcoin wallets work well alongside Westara? How does Bitcoin work with Westara? Is there an opening balance on a BTC wallet? How do I set a cost baseline on a BTC wallet? How do I connect Bitcoin I hold myself? Why is there an Adjustment row in Activity? Self-hosting Run Westara on your own hardware. Optional, not required.
Can I self-host Westara? What stays private when I self-host? What is sovereign mode on a Start9 server? More help & contact Copy all guides Compare plans Free, Solo (one person), and Family (invite others). What each includes. Family sharing Who pays, who can edit, and what stays with you if you leave. Me / person / All Whose money you see on a page: yours, another person, or everyone together. Family snapshot PDF A one-page Overview PDF for a partner or your records. Household contracts Recurring bills you committed to. Westara does not cancel them for you. Illiquid assets Home, car, or valuables at the value you type. Not a live appraisal. Changing plans What happens when you upgrade, downgrade, or pay with Bitcoin. Pay with Bitcoin Pay Solo or Family with a Bitcoin invoice on the cloud app. Privacy & encryption Who can see your numbers, EU hosting, and export rights. Ask Westara is not licensed advice Private analyst on your books — not Anlageberatung, tax advice, or buy/sell signals. Household briefing pack Minimum Actuals and Activity fields, first reports, and questions that stay analysis — not orders. Install on your phone Add Westara to the home screen (PWA) — iPhone, Android, or desktop. Product overview How Westara brings portfolio, budget, and imports together. How is Westara different? Budget plus investments, person-owned Family books, EU banking — and what we do not claim. Keyboard shortcuts Search, Help, refresh, import, Holdings views, and G then B / F / L / A. Import bank statement to Actuals Volksbank, N26, Revolut — Import → Bank statements or Actuals. Import broker exports Drop, choose file, or paste a table — Volksbank, Comdirect, Trade Republic, eToro. Connect eToro Public and private keys on a Depot — Activity only, never Write eToro CSV vs connect File import and Read-key sync share the same Activity identity Feedback & questions Early access — send a short note and we'll reply by email. Bitcoin with Westara Track BTC balances without holding keys — Accounts, Activity, Holdings. Self-hosting Sovereign mode on Start9 or Docker — books on your hardware. Watch-only Bitcoin Connect Sparrow/Electrum watch-only key on a BTC wallet — balance and history, no keys. BTC wallet opening balance Watch-only has no first opening row — chain quantity vs manual Einstand. BTC cost baseline Edit Transfer in totals so Holdings Einstand matches what you paid. Bitcoin wallets (cold vs hot) SeedSigner for long-term cold storage; BULL for small Lightning/Liquid spends. Open Banking Connect a bank — safety, assign, fetch, and how to stop. 