See what Wealthra looks like inside

Bank feeds, budgets, investments, net worth, bills, and AI insights — built for Australians, running on Open Banking.

Connect every account through Open Banking

Link your Australian bank accounts, credit cards, and loans securely via CDR-compliant Open Banking. Transactions flow in daily — no CSV uploads, no manual entry, no screen-scraping.

Wealthra Bank Connections page showing linked Australian bank accounts

Open Banking Integration

Read-only CDR connection to CBA, Westpac, NAB, ANZ, and 100+ other institutions.

Net Worth Tracking

Assets minus liabilities in one number. Track how it changes week by week with historical charts.

Budget smarter with AI-powered categories

Set spending limits by category, track progress in real time, and get alerts before you overspend. Wealthra's AI learns your patterns and categorises every transaction automatically — from rent to coffee runs.

Wealthra Budgets page showing budget summary, category progress bars and spending breakdown

Budgeting

Monthly, fortnightly, or weekly budgets with progress bars, variance tracking, and overspend alerts.

Automated Expense Coding

AI categorisation engine learns from your corrections and gets smarter over time.

Bill Management

See every recurring bill, subscription, and direct debit in one place with due-date reminders.

BNPL Tracking

Track Afterpay, Zip, and other Buy Now Pay Later balances alongside your regular accounts.

Track investments and plan for the future

See shares, ETFs, managed funds, superannuation, property, and crypto alongside your everyday money. Set savings goals, model home deposit timelines, and forecast where you'll be in 12 months.

Wealthra Assets page showing total portfolio value, gains, asset categories and individual holdings

Investment Tracking

Real-time valuations, gain/loss tracking, and ROI calculations across your entire portfolio.

Goals & Planning

House deposit, holiday, emergency fund — set targets, link accounts, and track progress visually.

AI Tips & Suggestions

Personalised insights from spending patterns, budget recommendations, and savings opportunities.

Detailed reports and bank-grade security

Generate income vs expense breakdowns, cash flow analysis, spending maps, and budget performance reports. Your data is protected with 256-bit encryption, multi-factor authentication, and CDR-compliant data handling.

Reports

Nine report types: budget performance, income vs expenses, cash flow, spending map, profit & loss, and more.

Documents

Store receipts, statements, and tax documents securely alongside the transactions they belong to.

Security

SOC 2 certified, AES-256 encryption at rest, TLS 1.2+ in transit. We never sell your data.

Try every feature free for 14 days

No credit card required. Connect your banks and see your full financial picture in minutes.

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