Documentation

⌘K
Discover
  • The CFO model of personal finance: bookkeeper vs strategist
  • Switching from YNAB to WealthSense
  • Switching from a spreadsheet to WealthSense
  • Multi-currency budgeting in the EU
  • FIRE planning for EU expats with US RSUs
Getting Started
  • Connect your first account in 3 minutes
  • Import your first month of transactions
  • What WealthSense does with your data
Daily Use
  • Record a transaction in under 30 seconds
  • Categorize, split, and tag transactions
  • Your 10-minute Sunday ritual
Planning
  • Why Ghost Transactions exist
  • Set up recurring rules that match your real life
  • Set a goal you'll actually hit
  • Build a budget you'll actually use
Insights
  • Your first reconciliation
  • Understanding your dashboard
  • Where did your money actually go?
Advanced
  • Let AI categorize your transactions
  • Plan your FIRE date
  • Run scenarios on your future
  • Choose a debt payoff strategy
  • Export your data, anytime
⌘K
Discover
  • The CFO model of personal finance: bookkeeper vs strategist
  • Switching from YNAB to WealthSense
  • Switching from a spreadsheet to WealthSense
  • Multi-currency budgeting in the EU
  • FIRE planning for EU expats with US RSUs
Getting Started
  • Connect your first account in 3 minutes
  • Import your first month of transactions
  • What WealthSense does with your data
Daily Use
  • Record a transaction in under 30 seconds
  • Categorize, split, and tag transactions
  • Your 10-minute Sunday ritual
Planning
  • Why Ghost Transactions exist
  • Set up recurring rules that match your real life
  • Set a goal you'll actually hit
  • Build a budget you'll actually use
Insights
  • Your first reconciliation
  • Understanding your dashboard
  • Where did your money actually go?
Advanced
  • Let AI categorize your transactions
  • Plan your FIRE date
  • Run scenarios on your future
  • Choose a debt payoff strategy
  • Export your data, anytime
  1. Docs
  2. /
  3. Advanced

Advanced

AI categorisation, FIRE planning, scenario modelling, and debt-payoff strategies.

  • Let AI categorize your transactions

    Hand the AI your uncategorised rows, review its proposals, teach it where it's wrong, and turn a 30-minute import into a 2-minute review.

  • Plan your FIRE date

    Enter your net worth, target retirement spending, and a withdrawal rate. Read the year WealthSense projects you can stop trading hours for money.

  • Run scenarios on your future

    Three focused what-if simulators — lean burn-rate, subscription pruning, invest-vs-debt — each puts your current path next to the alternative.

  • Choose a debt payoff strategy

    Avalanche vs snowball — and the extra-payment slider that tells you what an extra €100 a month is actually worth.

  • Export your data, anytime

    One click, one ZIP, every transaction and account and rule and budget you've ever set up — in plain CSV. The door is always open.

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