Getting Started
From signup to your first month of data on the screen.
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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.
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Import your first month of transactions
Drop in last month's CSV, map the columns once, and save the mapping so next month is a two-click reimport — not another hour of work.
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What WealthSense does with your data
Three commitments: EU hosting, no third-party bank credentials, GDPR export and deletion on demand — all wired into your settings as buttons.