Introducing Holdings: your trust, company, SMSF + personal finances in one app
Bring your family trust, investment company and SMSF into Wealthra alongside your personal finances. See each one on its own, or everything together.
Personal finance guides and Wealthra news
Plain-English guides to managing money in Australia, choosing a finance app and keeping your data safe, plus a monthly round-up of what’s new in Wealthra.
Latest
Manage all your financial documents in Wealthra
Upload, snap or forward receipts, bills, super statements and contract notes. Wealthra reads them, makes them searchable and links them to your money.
What’s new in Wealthra: September 2026
Pinned pages, full-screen accounts, an investment property calculator, more accurate net worth and steadier bank connections.
Managing your money
5 articlesBudgeting, saving, mortgages and interest rates, explained for Australians.
Extra mortgage repayments: what they actually save you
What an extra $100 to $1,000 a month actually does to a $600,000 Australian home loan — years off the term, interest saved, and a free calculator to run your own numbers.
Using more than one bank account? Your budget is probably wrong
If your money is spread across several accounts, your budgeting app is probably overstating your income and spending. Here is why and how Wealthra transfer matching fixes it.
How I Saved $4,000 a Year and Turned It Into an Investment
A practical story from Wealthra beta testing: one insurance review saved $4,000 a year, then that saving was converted into a dedicated investing goal and long-term wealth habit.
RBA Raises Rates to 4.35% — How to Budget for It and Forecast the Impact
The Reserve Bank has hiked the cash rate for the third time this year. Here's a step-by-step guide to adjusting your budget and using scenario analysis to see exactly what higher rates mean for your mortgage, net worth, and financial future.
Couples That Save Together, Stay Together
Money stress is one of the biggest relationship killers — but it doesn't have to be. Wealthra's Household Sharing feature helps couples see the full picture of their finances together.
Choosing and using a finance app
3 articlesHow to compare personal finance apps, and how to get set up in Wealthra quickly. For side-by-side comparisons, see Wealthra vs other apps.
Manage all your financial documents in Wealthra
Upload, snap or forward receipts, bills, super statements and contract notes. Wealthra reads them, makes them searchable and links them to your money.
The Fastest Way to Get Started with Wealthra
Connect the accounts that matter, start with 12 months of history, and use rules and bulk updates to get a useful budget without drowning in old transactions.
The Best Personal Finance App in Australia for 2026
Tired of juggling multiple apps to manage your money? Wealthra brings banking, budgeting, investments, super, bills, and goals together in one beautifully simple app — designed by accountants, built for Australians.
Security and Open Banking
2 articlesHow Open Banking and the Consumer Data Right work, what an app can and can’t see, and how to check an app is safe before you connect a bank. See also how Wealthra protects your data.
How to choose a safe and trusted personal finance product
Eight practical checks to verify a personal finance app is safe before you connect a bank — CDR register, consent, read-only access, deletion, and more.
Understanding Open Banking in Australia
What Open Banking and the Consumer Data Right are, how consent works, which apps use bank data, and how to evaluate connections — with official ACCC, CDR and Treasury references.
Product updates
5 articlesA monthly round-up of what’s new in Wealthra, plus launch announcements.
Introducing Holdings: your trust, company, SMSF + personal finances in one app
Bring your family trust, investment company and SMSF into Wealthra alongside your personal finances. See each one on its own, or everything together.
What’s new in Wealthra: September 2026
Pinned pages, full-screen accounts, an investment property calculator, more accurate net worth and steadier bank connections.
Every transaction, categorised from day one
Wealthra now codes every transaction when you first connect, including transfers, card payments and mortgage repayments split into interest and principal.
Wealthra Rewards: how using Wealthra can pay for Wealthra
Coins you earn for setting up Wealthra, using it each month, and referring people who subscribe — redeemable against your subscription.
Wealthra Mobile App Is Now Live on iOS and Android
Wealthra is now available on the App Store and Google Play. Install the app, scan via QR, and manage your financial life on mobile.