Financial Overview
Welcome to WealthierOS
Nothing tracked yet — add any of these to get started. Your dashboard and health score fill in as you go.
Add your income
Set up income sources and spending buckets on the Budget page.
Log an expense
Track a purchase in seconds — or import a CSV from the Expenses page.
Add a net worth item
Add an account, property, or debt to start tracking net worth.
Set a savings goal
Give yourself a target and a monthly contribution to work toward.
Monthly cash flow
Budget vs spent this month
Savings goals
Debt snapshot
Spending by category
Financial Health Score
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/ 100
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— / 100
Score breakdown
* Score is informational only, not professional financial advice.
Budget
Income sources
Total monthly income
Spending buckets
Total budgeted
Unbudgeted
Transactions
Add expense
Budget vs spent
6-month spending trend
Month-over-month by bucket
Bills auto-posts once each due date arrives
| Title | Bucket | Amount | Due day | Remind | Status | Active |
|---|
Title
Amount $
Bucket
Due day
Remind (days)
Categorize rules auto-assign a bucket on import
Imports land Uncategorized by default. Add a rule so a merchant always gets the right bucket going forward.
Transactions click any field to edit
Total:
| Date | Title | Bucket | Amount |
|---|
Summary
Savings Goals
Net Worth
Total assets
Total liabilities
Net worth
Add to Net Worth
Asset
Liability
Value $
Assets
Total assets
Retirement accounts from assets above
Liabilities drives Debt Tracker
Total liabilities
Asset composition
Debt Tracker
Manage in Net Worth → Liabilities
Retirement Planner
Add accounts in Net Worth → Retirement
Summary & settings
Account projections
Portfolio growth projection
Household
Settings
My account
Sign out
You'll need to sign in again
Delete account
Permanently removes your account and all financial data
Data
Download financial report
Full PDF snapshot — budget, expenses, net worth, goals, debt, retirement
Auto-save
Saves 1.5 seconds after any change
Reset to defaults
Clears all your financial data
About WealthierOS
Health score
Savings rate (25pts) · Emergency fund (20pts) · DTI (20pts) · Retirement (20pts) · Net worth ratio (15pts)