Wallet is an income and expense tracking 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
Step 2: Create a New Account With Wallet
Creating an account with Wallet is easy. To get started, sign up using Google, Facebook or email. As soon as you sign up, you have access to your account for free.
Note: Wallet will work with any email address, however it has to be an email that is associated with your phone. It must be added in your phone's Settings > accounts > email.
Step 3: Set Your Default Currency
Select your default currency. You can also add multiple currencies.
Note: It is not possible to delete/change the default currency once set (unless you delete all user data and start over completely).
Step 4: Track Income and Expenses
Tracking your income and expenses helps 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.
Step 5: Add widgets
Pick and choose the charts and graphs you would like displayed on your dashboard. You can add a widget and display multiple charts and graphs on the dashboard to help you visualize your data. Choose from the balance chart, cash-flow chart, pie chart, recurrent payments calendar, and more.
Note: Some charts and graphs are available on paid plans only.
Step 6: Connect Your Accounts
Adding your bank account is simple. Search for the name of your financial institution, click on the name, and use your bank login credentials to sync accounts. Once linked 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.
Note: Bank account connections are available on paid plans only. Upgrade to Premium to connect your bank.