Wallet
FAQs
- ★ How do I CONNECT/RECONNECT a bank account?
- ★ How to EXPORT transactions from Wallet
- Missing features?
- Cannot edit uncleared transactions.
- How to create an AUTOMATIC RULE?
- Customise Main Categories
BANK CONNECTION FAQs
- What is multi-factor authentication (MFA)?
- Why don't my Bankomat/ATM withdrawals appear in Wallet?
- How do I correct missing transactions?
- I purchased a Premium plan, why are my accounts not updating?
- How many transactions will appear in Wallet when I first connect to my bank?
- Why does my bank need re-connection?
Your IMPORT Files
- ★ What are Import Rules?
- What does Wallet look for in my data file?
- How do I activate Imports for my Account?
- My data file is in CSV format, but I'm still getting an error message!
- Where do I find data files to Import?
- My data has not been imported right. What do I do?
Wallet for Android
- ★ Switch to PSD2 Android
- All About WALLET NOW
- Can't Buy Premium?! (Xiaomi device)
- How do I ADD/CONNECT a new bank account to Wallet?
- How do I DELETE an ACCOUNT/CURRENCY?
- How do I set a PIN/Use FINGERPRINT?
Wallet For iOS
- Switch to PSD2 iOS
- GROUP SHARING available for iOS users!
- How do I set up Touch ID (Fingerprint) Login, or a PIN?
- Getting started with Wallet for iOS
- Get Started in Wallet iOS!
- How do I create a new Record and add details?
General
- How do I switch to dark mode on Android and iOS devices?
- How can I upgrade between plans?
- How do refunds work?
- Can I use any email to sign up for Wallet?
- What is your Privacy Policy?
- What does "status" mean?