TOP ISSUES
BANK CONNECTION FAQs
- How do I manually refresh my bank account?
- How often does my bank account data get updated?
- How do I add my Credit Card?
- How do I ADD/CONNECT/DISCONNECT a bank account to Wallet?
- Why don't my Bankomat/ATM withdrawals appear in Wallet?
- How do I correct missing transactions?
Your IMPORT Files
- What format and information should my IMPORT file have?
- How do I import data to Wallet?
- What does Wallet look for in my data file?
- Wallet imported my data, but did not auto-categorize it. Why?
- What are Import Rules?
- Where can I find the unique email address to send my data file to?
Wallet for Android
- Getting Started with Wallet
- All About CATEGORIES
- All About PLANNED PAYMENTS
- How do I create a BUDGET?
- How do I ADD/CONNECT a new bank account to Wallet?
- All About DEBTS
Wallet For 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
- New Categories in iOS
- How do I create a new Record and add details?
- How do I edit or assign a category to a Record?
General
- How to report a bug, and what to expect.
- Why can't I delete an account in my Wallet app?
- How can I upgrade/downgrade between plans?
- How do refunds work?
- Can I use any email to sign up for Wallet?
- What is your Privacy Policy?
Categories
- FAQs on Category Changes Introduced in Wallet 4
- New Categories (Wallet 4)
- How do I rename Wallet's subcategories?
- Unassigning custom subcategory from default subcategory
- Can I move custom subcategories between categories?
- How do I assign a category to a record?