FAQs
- Getting Started with Wallet
- All about PREMIUM TRIAL
- Get Started in Wallet iOS!
- How often does my bank account data update?
- How do I manually refresh my bank account?
- How do I refresh my bank account - iOS?
TOP ISSUES
BANK CONNECTION FAQs
- 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?
- 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?
- How do I MERGE duplicate transactions (Android only)?
Your IMPORT Files
- 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?
- How do I activate Imports for my Account?
- My data file is in CSV format, but I'm still getting an error message!
Wallet for Android
- All About SMART ASSISTANT
- How do I ADD/CONNECT a new bank account to Wallet?
- All About DEBTS
- How do I DELETE an ACCOUNT/CURRENCY?
- How to EXPORT transactions from Wallet
- How do I set a PIN/Use FINGERPRINT?
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
- How do I create a new Record and add details?
- How do I edit or assign a category to a Record?
- How do I add a custom subcategory to Wallet?
General
- 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?
- I can't find my bank in Wallet