WealthMgr is a local-first personal finance app. Your data lives on your device and syncs to the cloud only when you subscribe to a paid plan. This guide walks you through account creation and first-time setup.

Creating your account

WealthMgr is invite-only. You need a valid invitation link to register.

Open the invitation link you received by email.
Choose to register with a passkey (recommended) or email and password.
Complete the passkey prompt in your browser or device (Face ID, fingerprint, or hardware key).
You are signed in and taken to the Dashboard.

Tip

Passkeys are more secure than passwords and work across all your devices automatically. If you registered with a password, you can add a passkey later in Settings → Security.

First-time setup with wizards

After signing in, go to Getting Started (the rocket icon in the sidebar) to run the setup wizards in order:

Configure initial accounts — Create your core accounts (bank, savings, credit card) with opening balances.
Set up paycheck — Enter your net pay, frequency, and how to allocate each payment.

These wizards set up the data that the rest of the app depends on. You can skip them and add accounts manually, but the wizards are the fastest path.

Setting a goal

Goals track progress toward a savings target. Go to Goals → Add goal and fill in:

Goal name (e.g. “Emergency Fund”, “Holiday”)
Target amount
Target date (optional — used to calculate how much to save each month)

The goal lives as a pocket inside one of your asset accounts. The dashboard shows your goal progress and recommended monthly savings.

What to do next

Task	Where
Add more accounts	Accounts → Add account
Set up a recurring bill	Bills & Income → Create bill rule
Explore projections	Projections
Customize the look	Appearance

Info

Your data is stored locally in your browser. Clearing site data or switching browsers will lose your data unless you are on a paid plan with cloud sync enabled, or you export a backup from Settings.