What’s new in Wealthra: October 2026

Manage budgets by flexible pay cycles All plans

Budgets can now run weekly or fortnightly as well as monthly and annually, so they line up with how often money comes in. In your settings: Create a custom budget cycle to suit your family and personal pay frequency. Parent budgets also roll up the budgets beneath them, so you can see the total for a group like “Household” as well as each line.

Rental property forecasts Investor, Planner

For investment properties, add tenancy details, rent and expected maintenance, and see the property’s expected income and costs in your forecasts. Rental features now appear only on properties marked as investments, and the investment property checkbox shows when you edit an existing asset.

Leases, residuals and ownership plans Investor, Planner

Schedule a lease’s residual payment and track it, along with plans for when you’ll own an asset outright. Savings goals can be scheduled the same way on Planner. Novated lease start dates are now optional.

Repayment budgets that set themselves up Budgeter, Investor, Planner

When Wealthra spots a regular loan or mortgage repayment in your history, it matches it to your saved schedule and offers to create the budget for you. Repayments you’ve categorised count against their budget straight away, without waiting for reconciliation. Budget suggestions also skip budgets you already have, and flag when your spending doesn’t match the pattern we expected.

Rules that record investment contributions Investor, Planner

A rule can now record a cash contribution to an investment account automatically, so regular top-ups are logged against the right asset. See how rules and expense coding work.

Connect your crypto exchanges Investor, Planner

Connect Coinbase, Swyftx, CoinSpot or BTC Markets with an API key, and your holdings sync into Wealthra automatically, valued in Australian dollars alongside the rest of your net worth.

Budgets and bills

• Mortgage repayment budgets now link to your scheduled transfers, so the two stay in step. Investor, Planner
• A new bill matching review lets you check which transactions were matched to a bill. Editing and deleting bills works properly, and bill names show in budget details. Budgeter, Investor, Planner
• Filter by bill due date to see what’s coming up. All plans
• One-off budget items appear only in the period they’re due. All plans
• Budget cycles start on their period start date, and budgets outside their active period are easier to spot. All plans
• Progress bars look the same everywhere, and status badges fit on one line. All plans
• Weekly budget reports generate reliably again. All plans

More accurate numbers

• Mortgage repayments are now included in Money Flow, and loan repayment transfers are no longer counted twice in cash flow reports. All plans
• Repayments use the same categories across budgets and reports, and cash flow drill-downs group them correctly. All plans
• Budget roll-ups, selected-period totals, actuals and scheduled payments all calculate correctly. All plans
• Credit card statement payments and pay-in-full settings are handled correctly. All plans
• ASX share prices are valued in the right currency, and insurance valuation options are now configurable. Investor, Planner
• Financial goal progress and summaries calculate and display correctly. Planner
• Net worth snapshot percentages no longer overflow on screen. All plans
• Asset values show as whole dollars, and printed reports are easier to read. All plans

How net worth tracking works in Wealthra · See Wealthra’s reports.

Bank feeds and transactions

• You can choose exactly which bank accounts to import, and your chosen history is kept if you reconnect. All plans with bank feeds
• Imported accounts show the right name, and any renames you’ve made are kept. All plans with bank feeds
• If a bank authorisation is interrupted, it restarts cleanly instead of stopping with an error. All plans with bank feeds
• Disconnecting a bank works properly, and transactions you’ve deleted aren’t imported again. All plans with bank feeds
• Credit cards are classified correctly, scheduled transfers match the right transactions, and Money Flow filters clear properly. All plans
• Amounts and currencies display consistently everywhere, including when you enter amounts in regional formats. All plans
• A wider category column, and tags are quicker to reuse. All plans

Bank connections use Open Banking under Australia’s Consumer Data Right, with read-only access. How Open Banking works in Wealthra · See which banks connect.

Faster pages

• The dashboard, transactions page and forecasts load faster. All plans

Everything else

• Super funds: add an acquisition date by hand, and super statements read more accurately when you upload a PDF. Investor, Planner
• AI Money Coach answers draw on your budget reports for better accuracy, and confirming its suggested actions works reliably. Budgeter, Investor, Planner
• Wealthra Coins are awarded correctly again. How Wealthra Rewards work. Budgeter, Investor, Planner
• You’ll see a notice in the app before scheduled maintenance. All plans
• The unread notifications badge shows the right count. All plans
• In-app product guides have been updated. All plans
• If you close your account, Wealthra shows which sign-in you used (Google, Facebook and so on) and you can tell us why you’re leaving. All plans

Plus around 50 smaller fixes and our regular security updates.

Want an enhancement or got any suggestions? Contact support@wealthra.io.