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.
Walletguide answers one question well: what are you worth, and where did it move. Getting there takes three things — a wallet, some assets in it, and a few minutes of categorising.
1. Create your wallet
Sign up at app.walletguide.com. A wallet is the container for everything: your assets, their transactions, your categories and plans. Most people need exactly one. You can invite others into it later, or be invited into someone else's.
2. Add what you own
Assets are anything with a value: a current account, a brokerage portfolio, a flat, a car, a crypto wallet, a loan you owe. Two ways in.
Connect a bank
Balances and transactions arrive on their own and refresh daily.
Add it by hand
For property, vehicles, private holdings, and anything without a connection.
A manual asset is not a lesser one. A flat whose value you update twice a year counts in your net worth exactly like a bank account that refreshes nightly.
3. Categorise, once
Transactions arrive uncategorised. Categories are what turn a list of payments into an income and expense report, so this is the step that makes the numbers mean something.
It is front-loaded work: assign a merchant a default category and everything it sends you afterwards lands in the right place. The Open filter on the transactions view is the to-do list — it holds anything uncategorised, plus transfers still missing their other half.
4. Read the numbers
The dashboard is the at-a-glance view; the reports are where you dig.
Net worth
What you are worth, over time and by asset.
Income & expenses
What came in, what went out, and to whom.
Then build on it
Everything above is available over an API, and it is the same API the app itself uses.
export WALLETGUIDE_API_KEY=wg_… # Wallet settings → API keys
npx walletguide wallets list
npx walletguide data netWorthTimeSeries --period ytdOr connect an agent and ask it in words:
claude mcp add --scope user --transport http walletguide https://mcp.walletguide.com