How to get started with Uelt: 5 steps to organize your finances

Uelt gives you a unified view of expenses, investments, and net worth. Here's how to get started in 5 steps.

1. Create your account

Sign up with email and password. The Standard plan is free and includes unlimited accounts, categories, and full transaction history. No credit card required.

2. Add your first account

Connect bank accounts via Open Banking (secure connection with certified partners) or enter transactions manually. For a quick overview, start with CSV import: upload a file of your transactions and Uelt will categorize them automatically.

3. Set budgets by category

In the Budget section, set monthly limits for categories you want to track: groceries, restaurants, transport, subscriptions. You'll get alerts when you approach your limits.

4. Explore the dashboard

The dashboard shows your net worth, spending trends, and category charts. Use filters by period and account to analyze your data in detail.

5. Ask the AI

With Plus or Ultra, you can ask questions in plain language: "Where am I spending too much this month?", "Which subscriptions can I cancel?", "How are my investments doing?". The AI analyzes your data and responds with personalized insights.

Ready to start? Create your free account.