Keep Financial Records Organised
Store receipts, statements, tax documents, and other financial files securely alongside your accounts and transactions. Attach documents to specific transactions for easy reference at tax time.
Secure Storage
All documents are encrypted and stored with the same bank-grade security as your financial data.
Transaction Attachments
Attach receipts and invoices directly to the relevant transaction.
Organised Filing
Keep documents organised by type, date, or account for easy retrieval.
Tax Time Ready
Find all your deductible receipts and financial documents in one place at tax time.
How It Works
Upload documents from your computer or phone
Optionally attach documents to specific transactions or accounts
Search and retrieve documents whenever you need them
Ready to Get Started?
Try Documents and all of Wealthra's features free for 14 days. No credit card required.