Wallet

FAQs

• Getting Started with Wallet
• All about Premium
• All about PREMIUM TRIAL
• Is it safe to connect my bank account with Wallet?
• Your Premium plan is not reflected in Wallet?
• How do I CONNECT/DISCONNECT/RECONNECT a bank account?
See all 30 articles

BANK CONNECTION FAQs

• What is multi-factor authentication (MFA)?
• 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?
• Why does my bank need re-connection?
See all 10 articles

Your IMPORT Files

• How to Import data to an existing bank connected account
• What does Wallet look for in my data file?
• What are Import Rules?
• How do I activate Imports for my Account?
• My data file is in CSV format, but I'm still getting an error message!
• Where do I find data files to Import?
See all 10 articles

Wallet for Android

• Switch to PSD2 Android
• All About WALLET NOW
• Can't Buy Premium?! (Xiaomi device)
• How do I ADD/CONNECT a new bank account to Wallet?
• How do I DELETE an ACCOUNT/CURRENCY?
• How do I set a PIN/Use FINGERPRINT?
See all 12 articles

Wallet For iOS

• How do I correct missing transactions via iOS
• Switch to PSD2 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
• Get Started in Wallet iOS!
See all 15 articles

General

• How do I switch to dark mode on Android and iOS devices?
• How can I upgrade between plans?
• 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
See all 17 articles

Categories

• How do I rename Wallet's subcategories?
• Unassigning custom subcategory from default subcategory
• How do I assign a category to a record?
• How do I hide Wallet's default categories?

Labels

• All About LABELS
• How do I add Labels to a Budget?
• How do I set/change the color of Labels?
• How do I create a filter by Labels?

Loyalty Cards

• How do I add a Loyalty Card to Wallet?
• How do I create a shortcut for my Loyalty Card?

Web app

• How can I remove duplicate records on WEB?
• How do I clear my site data (Chrome browser)?
• How to IMPORT your file on Wallet's WEB version
• Wallet WEB app