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. Discover

Discover

What WealthSense is and who it's for — methodology, comparisons, and EU-specific use cases.

  • The CFO model of personal finance: bookkeeper vs strategist

    Most personal finance apps are bookkeepers. WealthSense is a CFO. The swap from one to the other changes how you see your money.

  • Switching from YNAB to WealthSense

    WealthSense isn't an envelope budget — it's a forecaster. Here's what your YNAB workflow keeps, what changes, and what you can stop doing.

  • Switching from a spreadsheet to WealthSense

    Your spreadsheet did its job until the maintenance ate the value. Here is what WealthSense gives you instead — and how to move across.

  • Multi-currency budgeting in the EU

    Per-account currency, daily European Central Bank rates, historical rate per transaction. Here is what changes when your money lives across borders.

  • FIRE planning for EU expats with US RSUs

    EUR salary, EUR base, USD RSUs vesting on a separate clock. Here is the FIRE math nobody's calculator handles, and how WealthSense does.

Home Terms of Service Privacy Policy

© 2026 WealthSense

We use cookies to ensure the best experience. Essential cookies keep the site functional. You can also accept analytics cookies to help us improve.