Wallet is an income and expense tracking mobile app that helps you track your spending and save. If you're ready to see a complete picture of your finances, this guide will help you get started with Wallet for iOS.
Step 1: Install the Wallet Mobile App
Download and install the latest Wallet version from the 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 are a Premium feature, which 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 as you do on your banking website to sync your account!
Step 5: 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 subcategories.
If you have linked bank accounts, you will be able to see all your transactions at a glance.
*Note: ATM withdrawals may take a bit longer to appear.