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. Daily Use

Daily Use

Record, categorise, and the Sunday ritual that ties it together.

  • Record a transaction in under 30 seconds

    Open Quick Add, type the amount, pick a category, save. The fast path for one-off transactions you want recorded before the receipt is in the bin.

  • Categorize, split, and tag transactions

    Categories answer what kind of money. Splits answer when one purchase is several kinds. Tags answer what life context the money belongs to.

  • Your 10-minute Sunday ritual

    Sunday morning, ten minutes, a coffee. You glance at next month, fix the one outlier, and close the laptop. That's the whole ritual.

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