Wealtie budget streaks count how many periods in a row you've kept a promise to yourself. There are two: a budget streak for every period you stay within your budget, and an income goal streak for every period you reach your income goal. Both come with nine badges, and both are on the Free plan.
· 3 min read
To scan receipts in Wealtie, take a photo of the receipt and the scanner reads the shop, the date, the total and each line. You then save it as one expense, or split it into one expense per line, so groceries and the household items in the same shop land in different categories. Receipt scanning is part of Pro.
· 3 min read
An income goal in Wealtie is a target for what you want to earn each period, set beside your budget. You choose the amount, can split it across income categories like clients or side work, and see progress as income is logged. On the Free plan it's monthly; Pro adds weekly, quarterly and other periods.
· 3 min read
To share a budget with your partner in Wealtie, the account owner, on Pro, invites them to a shared account and gives them a role: editor to log spending, viewer to see it. Your partner can join on any plan, Free included. Shared costs go in the shared account; everything else stays in your own accounts, private.
· 3 min read
To move from a budget spreadsheet to Wealtie, carry over your categories and monthly amounts, add your accounts with today's balances, and start logging on the 1st. Old history stays in the spreadsheet; Wealtie doesn't import it, but it exports every transaction as CSV, so your formulas keep working.
· 3 min read
To track an emergency fund in Wealtie, add it as its own account, log each payday deposit as a transfer from your everyday account, and set your monthly budget to take-home pay minus that transfer. Transfers between your own accounts aren't spending, so the fund grows in net worth while the budget shows what you spent.
· 3 min read
Budget Health, explained: it's Wealtie's mid-month check on your spending pace. It looks at how fast you're spending against your monthly budget and warns you if, at that pace, you'll go over before the month ends. It's on the Free plan, and the point is timing: a warning on the 14th leaves two weeks to adjust.
· 3 min read
To track cash spending, treat your wallet as an account: an ATM withdrawal is a transfer into it, not spending, and each cash purchase is logged from it as it happens. Once a week, count the cash and compare it with the wallet's balance; the difference is spending you forgot.
· 3 min read
To set up a budget in Wealtie, open the Budget tab, tap Set Budget Goals, enter one total for the month and, if you like, give a few categories their own share of it. The harder part is the number, so most of this guide is about that, and about reading Budget Health once the month is running.
· 4 min read
