How To Start?
Knowledge is power. You have to know your finances to master them. Wallet is all your money in one app, under your control, wherever you may be. By syncing automatically with your financial accounts, Wallet can help you predict and plan for a richer life while saving money every day.
Start Your Journey1
First Day
Add Your Accounts
Steps to Take:
- Choose from over 15,000 banks and providers
- Upload Transaction History
- Wallet will automatically categorize spending
What You'll Achieve:
Balance: See how much money you have
Cash Flow: Spend less than you earn
Spending: See where your money goes
Credit limit: Use credit responsibly
2
First Week
Aggregate All Accounts
Steps to Take:
- Add as many financial accounts as you own
- Label Your Transactions
- Machine learning algorithms learn your finances
What You'll Achieve:
Balance: Monitor all accounts in one place
Trends: See overall cashflow trends
Sort: By category or payee
Automate: Labeling works automatically
3
First Month
Set Up Budgets & Planning
Steps to Take:
- Start predicting finances weeks ahead
- Enrich Your Categories
- Create detailed spending categories
What You'll Achieve:
Plan: See future cash flow
Predict: Spot issues before they happen
Control: Master your money
Save: Eliminate wasteful spending
Quick Start Guide
1. Download
Get Wallet from App Store or Google Play
2. Connect
Link your bank accounts securely
3. Enjoy
Get instant insights and control
Pro Tips for Success
Review Daily
Spend 2 minutes each day reviewing transactions to keep categories accurate
Set Realistic Budgets
Base budgets on actual spending history, not wishful thinking
Use Analytics
Check weekly and monthly reports to understand spending patterns
Enable Notifications
Stay informed about unusual transactions and budget alerts
Ready to Transform Your Finances?
Join millions who have taken control with Wallet. Your journey to financial freedom starts now.