Frequently asked questions
Quick answers about how WealthWise handles your data and what you should expect from the product.
- Does WealthWise connect to my bank or broker automatically?
- The core product is built for clarity through manual entry and exports you control. Treat numbers as your structured record—not a live broker mirror unless you add data yourself.
- Who can see my financial data?
- Your workspace is scoped to your authenticated account. Do not share credentials. Follow password hygiene and sign out on shared devices.
- Why do some totals look empty or zero at first?
- Dashboards need underlying ledger and portfolio rows. Add a few holdings or expenses, set your base currency, and revisit—empty states are normal for new accounts.
- How do multiple currencies work?
- You can record amounts in asset and entry currencies. Aggregations may convert using reference rates you maintain or tools inside the app; missing pairs stay in native currency.
- What do notifications do?
- Optional channels (such as email or Telegram) can remind you about events you enable. You choose what to turn on in notification settings.
- Is WealthWise tax or investment advice?
- No. WealthWise helps you organize and reason about data you enter. For tax, legal, or investment decisions, consult a qualified professional.