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WealthOS

Settings

Accounts, preferences & database

Account Balances

Every account at a glance

Notifications

Atlas sends you insights straight to your phone

Push notifications require a browser that supports service workers. Add WealthOS to your home screen (iPhone: Share → Add to Home Screen).

Accounts

Manage your financial accounts

Bank Sync

Teller.io

Connect your bank via Teller to automatically import transactions

How it works

  • 1Click Connect your bank to open the Teller Connect popup
  • 2Log in to your bank — Teller uses read-only access
  • 3Your access token is saved locally (never sent to any server)
  • 4Transactions sync directly from Teller to your local SQLite DB
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Preferences

Display & localization settings

Accent Color

Applied across the entire app

Gold

Currency

Default currency for display

Background Theme

Surface & background tone

Obsidian

Warm black — the original

Home Style

Choose your dashboard entry experience

Dark Mode

Toggle between light and dark theme

Dark

Atlas AI Spend

claude-sonnet-4-6

Exact token costs from Anthropic — matches your invoice

Export Transactions

Download all your synced transactions as a file

Format

Fields included

DateMerchantDescriptionCategoryDirectionStatusAmountAccountInstitutionAccount TypeTransaction ID

Database

SQLite DB info & data export