Updates & Guides

Asset sharing is not yet available

Connect ChatGPT and Claude: permissions, sharing and revocation

Check your account and sharing scope, query summaries, refresh the copy and stop access when you choose.

Import historical data: bring your past records into Wert

Prepare a CSV or Wert JSON export, map accounts, review exchange rates and date conflicts, then create historical snapshots.

1.9.0 is preparing for release

Wert 1.9.0: from snapshots to clearer monthly changes

Continue from import to snapshot, separate contributions and currency effects, and use Monthly review to plan your next check.

Your first snapshot: start with the whole picture

Bring your accounts together, check currencies and liabilities, then build a consistent snapshot habit.