A reading room for your money.
Practical guides for the Sunday-CFO method: how to set up WealthSense, why Ghost Transactions exist, how to plan, and where your money actually goes.
Connect your first account in 3 minutes
Add your first WealthSense account by hand — no bank login, no OAuth, no permissions to revoke later. You bring the data; the app tracks the money.
Table of Contents
Six departments, in order of arrival.
-
Discover
5 articlesDiscover
What WealthSense is and who it's for — methodology, comparisons, and EU-specific use cases.
5articles -
Getting Started
3 articlesGetting Started
From signup to your first month of data on the screen.
3articles -
Daily Use
3 articlesDaily Use
Record, categorise, and the Sunday ritual that ties it together.
3articles -
Planning
4 articlesPlanning
Recurring rules, goals, budgets, and the methodology behind Ghost Transactions.
4articles -
Insights
3 articlesInsights
Reconciliation, dashboard, and where your money actually goes.
3articles -
Advanced
5 articlesAdvanced
AI categorisation, FIRE planning, scenario modelling, and debt-payoff strategies.
5articles
“Read with a cup of coffee on a Sunday morning.”
— The desk