WealthLens
From a first account to a regular money review
Explore the features before you start keeping records. When you are ready, open setup and choose the sample dataset or begin with your first account. Choose a language, theme and base currency that work for you. No sign-up or bank connection is needed.
1. Choose preferences · 2. Add accounts
Choose English or Vietnamese, a theme and one base currency: VND or USD. The base currency is fixed after setup, so choose before entering records. Add a manual account with an opening balance and a useful name. Prefer sample values while learning; account names should not contain bank account numbers or other sensitive identifiers.
3. Record transactions
Enter income and expenses with an account, date and category. Use transfers for money moved between your own accounts. If you already have a spreadsheet, map and review a CSV import instead of copying entries without checks. Correct any errors in the transaction list before relying on the dashboard totals.
4. Review, plan and back up
Compare monthly expenses with category budgets, earmark contributions toward goals and explore analytics by date. Download CSV reports for a review session and save a JSON backup for recovery. Review your ledger regularly so your financial plan reflects the transactions you have recorded.
Can I try the interface before adding real records?
Yes. Choose sample data in setup. The public feature pages also show fictional examples without activating finance storage.
Can I change the base currency later?
The base currency is fixed after onboarding. Export a backup before considering a reset. WealthLens does not convert an existing ledger between currencies.
Will records follow me to another device?
There is no automatic cross-device sync. Export a JSON backup from settings, move the file to the device you want to use and review its contents before confirming the restore.
No sign-up. Set up your first account and start tracking income and expenses.
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