Wealthi AI Changelog

Trading journal 2.0 and your currency everywhere

Sat, 07 Nov 2026 00:00:00 GMT

The trading journal now covers stocks as well as crypto, and Wealthi remembers the currency you want to see.

New: A rebuilt trading journal for stocks and crypto, with a new design, a profit-and-loss calendar and notes on every trade.
Improved: Your display currency is saved to your profile, and the AI assistant and AI insights answer in it.
Improved: Every add form starts in your profile currency, so there is less to change by hand.
Fixed: Brokerage logos show again in the brokerage list.
Fixed: Large amounts in the journal calendar now fit their day.

Manual accounts and buying more shares

Tue, 03 Nov 2026 00:00:00 GMT

Better tools for the accounts and investments you track by hand.

New: Add shares to a holding you already track. Wealthi keeps your average cost and a log of every buy.
Improved: Transactions you add by hand now update the balance of a manual account.
Improved: Accounts that don't fit a category now appear under "Other".
Improved: Security and account-protection improvements.
Fixed: The bank connection window could open twice on some devices.

Smarter transactions

Wed, 28 Oct 2026 00:00:00 GMT

Rules, tags, links and new views that make a long transaction history easy to keep tidy.

New: Category rules: pick a phrase once and every matching transaction, now and in future imports, gets the right category.
New: Transfers, card payments and currency exchanges between your own accounts are linked, so they no longer count as spending or income.
New: Link loan and card payments to the debt they pay off. Repeat payments link themselves.
New: Optional tags on any transaction, plus By merchant and By category views.
New: Manage your categories in one place: rename, sort and clean them up.
Improved: See the original bank text under each transaction, and preview a merchant rename before it's applied.
Improved: Wealthi finds copied accounts and exact duplicate transactions and offers to merge them.
Improved: Loans can be paid monthly, every two weeks or weekly. Assets and loans can have a start date, and net worth history counts them from that date.
Improved: The transactions page loads much faster on long histories.

Statement upload, upgraded

Tue, 27 Oct 2026 00:00:00 GMT

Bring in data from any bank, with more control over what gets added.

New: Upload CSV files as well as PDFs, and several files at once.
New: Statements with more than one account import every account in them.
New: Review and edit any transaction before it's added.
Improved: Add a statement to any bank and any existing account, and build a daily balance history from it.
Improved: Statements are read faster and more reliably.
Fixed: Stray characters at the start of some merchant names.

A brand-new Wealthi

Mon, 26 Oct 2026 00:00:00 GMT

Every main page is redesigned, from the dashboard to net worth.

New: A redesigned dashboard, Transactions, Budgets, Cash flow and Net worth.
New: Cash flow has Overview, By month and Categories views, custom date ranges, and totals that leave out transfers between your own accounts.
New: Budgets follow real calendar periods, with a separate limit for each period.
New: Net worth shows your real history, a balance sheet and a goal you can save.
New: Detail panels for every account, holding, property and vehicle, one click away.
Improved: New accounts start on a clean dashboard that shows you what to add first.
Improved: The demo account gets fresh data every week.

A new home, a new homepage and more crypto

Sun, 25 Oct 2026 00:00:00 GMT

Wealthi moves to wealthi.ai, and you can track more of your crypto.

New: wealthi.ai is our new address. Old links still work.
New: A new animated homepage.
New: Connect a browser wallet in a couple of clicks (read-only), and give each wallet a name.
New: Track Hyperliquid, Lighter and dYdX accounts by wallet address, plus Backpack exchange accounts.
New: Coin and stock logos across your holdings.
Improved: Bank accounts show when transactions are still syncing.
Improved: Stronger account security, including email verification and password reset by email.
Fixed: Some crypto exchange holdings showed a value of zero.

Early access: every feature free

Mon, 12 Oct 2026 00:00:00 GMT

Everyone gets the full product for free until January 1, 2027.

New: Early access membership: every feature is free until January 1, 2027.

Faster homepage and security work

Sat, 19 Sep 2026 00:00:00 GMT

Under-the-hood work to keep Wealthi quick and safe.

Improved: The homepage loads noticeably faster, especially on phones.
Improved: Security and reliability improvements across sign-in and email.

Reliability fixes

Wed, 15 Jul 2026 00:00:00 GMT

Fixes for statement imports, debts and the first dashboard load.

New: Remove a debt that came from a connected account if you don't want to track it.
Fixed: Some statement imports couldn't read any transactions.
Fixed: The dashboard could show an error right after signing in.

New dashboard, receipts and split transactions

Wed, 18 Feb 2026 00:00:00 GMT

A clearer dashboard and more detail on every transaction.

New: A two-column dashboard with net worth by category, investments and cash flow at a glance.
New: Attach receipts to transactions and split one transaction into several categories.
New: A market ticker on the dashboard you can set up with the prices you care about.
Improved: Real bank logos, budget drill-downs and editable transactions and subscriptions.
Improved: Your currency is detected from your location the first time you sign in.

Tax estimates

Sat, 14 Feb 2026 00:00:00 GMT

See an estimate of what you owe before tax season.

New: A tax page with income tax estimates for the US and Canada.
Improved: Loading placeholders instead of spinners across the app.

Free calculators and the trading journal

Wed, 11 Feb 2026 00:00:00 GMT

Free money calculators for everyone, and a journal for your trades.

New: Free calculators for mortgages, compound interest, retirement, FIRE, zakat and more, in several languages.
New: A trading journal for crypto trades, with CSV import for exchange trade history.
New: Upload up to 12 PDF statements at once, with transactions categorized for you.
New: A recurring transactions view.
New: Create a new category without leaving the transaction you're editing.

US and Canadian banks, brokerages and 155 currencies

Sun, 08 Feb 2026 00:00:00 GMT

Connect accounts directly and track money in almost any currency.

New: Connect thousands of US and Canadian banks, including investments and loans.
New: Connect brokerage accounts and see your holdings and activity.
New: 155 currencies, with searchable currency pickers on every form.
New: Add banks that can't be connected as manual accounts.
New: A page for each account type, and hide or delete transactions you don't want.
New: A read-only demo account you can try without signing up.
Improved: Repair a broken bank connection without starting over.

Wealthi AI is here

Sat, 31 Jan 2026 00:00:00 GMT

The first version of Wealthi AI: all your money in one place, with an AI assistant.

New: Net worth tracking across bank accounts, investments, crypto, property, vehicles and debts.
New: An AI assistant that answers questions about your own finances and remembers your conversations.
New: Budgets, spending breakdowns and a cash flow calendar.
New: Upload PDF bank statements from any bank.
New: Crypto wallet tracking and live prices for stocks and other assets.
New: Property and vehicle value estimates.
New: Real-time exchange rates and eight languages, including Arabic and Urdu.
New: Sign in with Google, and two-factor authentication.