Getting started with Wallet for iOS

Wallet is an income and expense tracker mobile app that helps you budget, track your spending, and reach your goals. If you are ready to get in control of your finances, this guide will help you get started with Wallet.

Step 1: Install the Wallet Mobile App

Download and install the latest Wallet version from App Store.

Step 2: Create a New Account With Wallet

Creating an account with Wallet is easy. To get started, sign up using Facebook, Google, or email. As soon as you sign up, you have access to your account for free.

Step 3: Set Your Default Currency

Select your default currency. You can also add multiple currencies.

Note: You're not able to change the default currency once set.

Step 4: Add a New Account

Add your first account in Wallet. You can customize the name of your account and assign a color. Banking integrations is a paid service that requires a premium subscription. If your bank is supported, you can start a trial to try and connect. Adding your bank account is simple. Search for the name of your financial institution, click on their name, and use the same login information to sync accounts.


Step 5: Track Income and Expenses

Tracking your income and expenses help you understand how much money you have to work with and where your money is going. Adding a new record (transaction) is quick and easy. You can manually add cash transactions, assign a category and create custom sub categories.

If you have linked bank accounts, you will be able to see all your transactions at a glance. ATM withdrawals will not show up in your transactions, so be sure to add these transactions manually to track your spending.

 

 

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