Three steps, three plans

Start on step one for free. Move up when you're ready.

Free and Budgeter cover Control. Investor covers Position. Planner covers Direction. Paid plans from $8.25/month with a 14-day free trial. No credit card required.

Read-only access. We never move your money.

100+ Australian banksBuilt in BrisbaneBy a Chartered Accountant

Special Offer

All Investor users receive a free upgrade to the Planner tier at no extra cost, plus free setup support sessions with all paid plans.

MonthlyAnnualSave 17%

Control

Free

Exploring personal finance tools

Get started with basic budget tracking and up to 3 manual accounts.

Free
  • Unlimited transactions
  • Up to 3 manual accounts
  • Unlimited budgets
  • Net worth tracking
  • Bill reminders
  • Bank feed integration
  • Project budgets
  • Receipt attachments
  • Household sharing
  • Asset & portfolio tracking
  • Financial goals & planning
  • AI transaction categorisation
  • Priority support

Control

Budgeter

Managing everyday spending and bills

Connect your banks with Open Banking. AI categorises your transactions automatically.

$8.25/mo

Billed annually ($99.00/year)

14-DAY FREE TRIAL
  • Unlimited transactions
  • Up to 10 bank feeds
  • Unlimited budgets
  • Bank feed integration
  • AI transaction categorisation
  • Receipt attachments
  • Net worth tracking
  • Project budgets
  • Household sharing
  • Bill management & BNPL
  • 1 GB storage
  • Asset & portfolio tracking
  • Financial goals & planning
  • Priority support

Position

Investor

Growing wealth across shares, super, and property

Track shares, ETFs, crypto, and managed funds alongside your everyday spending.

$16.58/mo

Billed annually ($199.00/year)

14-DAY FREE TRIAL
  • Unlimited transactions
  • Unlimited accounts
  • Unlimited budgets
  • Bank feed integration
  • AI transaction categorisation
  • Receipt attachments
  • Asset & portfolio tracking
  • Net worth tracking
  • Project budgets
  • Household sharing
  • Bill management & BNPL
  • 49 GB storage
  • Financial goals & planning
  • Priority support
MOST POPULAR

Direction

Planner

Full financial planning for individuals and couples

Everything in Investor, plus financial goals, projections, and priority support.

$24.92$16.58/mo

Billed annually ($299.00 $199.00/year)

Introductory price — Investor price!

14-DAY FREE TRIAL
  • Unlimited transactions
  • Unlimited accounts
  • Unlimited budgets
  • Bank feed integration
  • AI transaction categorisation
  • Receipt attachments
  • Asset & portfolio tracking
  • Financial goals & planning
  • Net worth tracking & forecasting
  • Project budgets
  • Household sharing & shared goals
  • Bill management & BNPL
  • 49 GB storage
  • Priority support

Works on web, iOS, and Android

Your full financial picture on any device. Not a cut-down companion app — the complete Wealthra experience.

Wealthra iOS app — dashboard
Wealthra iOS app — budgets
Wealthra iOS app — transactions

Your money, your data, your control

Wealthra is built on Australian Open Banking standards. Your security is non-negotiable.

Bank-grade encryption

256-bit encryption and CDR-compliant security standards protect your data.

Read-only access

We can view your transactions but never move your money. Ever.

No credit card required

Start your free plan or trial without entering any payment details.

Common questions

Start with your budget.

Free to start. No card needed. 14-day trial on the paid plans.

All paid plans include a 14-day free trial. Cancel anytime.

Questions? Contact us at support@wealthra.io

Important: The information provided is factual and general educational information only. It is not financial, investment, tax or legal advice and must not be relied on as such. Wealthra Pty Ltd does not hold an Australian Financial Services Licence (AFSL) and does not provide financial product advice. This information does not take into account your personal objectives, financial situation or needs. Before making any financial decision, consider whether it is appropriate for your circumstances and seek advice from a licensed financial adviser, accountant or other qualified professional.