Wallet

FAQs

• How to create an AUTOMATIC RULE?
• Customise Main Categories
• Can't connect? Switching to PSD2?
• Your Premium plan is not reflected in Wallet?
• Getting Started with Wallet
• All about PREMIUM TRIAL
See all 19 articles

BANK CONNECTION FAQs

• How do I CONNECT/RECONNECT a bank account?
• 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?
See all 11 articles

Your IMPORT Files

• 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?
• My data has not been imported right. What do I do?
See all 9 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 to EXPORT transactions from Wallet
See all 15 articles

Wallet For 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!
• How do I create a new Record and add details?
See all 14 articles

General

• How do I switch to dark mode on Android and iOS devices?
• 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?
See all 18 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