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. Insights

Insights

Reconciliation, dashboard, and where your money actually goes.

  • Your first reconciliation

    Walk the reconciliation wizard, find what slipped through, and prove your ledger tells the truth. The first reconciliation is finding your truth.

  • Understanding your dashboard

    A 30-second scan of the dashboard tells you whether your money is moving in the right direction — and where to click next if it isn't.

  • Where did your money actually go?

    Open the Spending page, pick a period, compare against last month, and click into the category that moved most. That's where the money went.

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