Overview

The model behind Walletguide: wallets, the people in them, and the objects every report and API call is built on.

Everything in Walletguide lives inside a wallet. Inside one you have:

Team and roles — who can see it and who can change it.
The dashboard — the widgets, the period control, and hiding amounts.
Notifications — what the product tells you about.
Common objects — assets, transactions, categories, merchants, tags, asset groups and files.

These pages explain the model, so you know what a report, a connection or an API response is actually talking about.

Get started

Create a wallet, bring your accounts in, and get to a net worth you trust — then reach the same data from the API, the CLI or an agent.

Wallets

The container for everything you track: its base currency, who can reach it, and why most people need only one.