Help center

GETTING STARTED / SETUP

• How do I switch to dark?
• How do Goals work?
• How do I set a PIN/Use Fingerprint?
• Wallet WEB app
• How to setup your shopping list
• Getting Started with Wallet

See all 17 articles

CATEGORIES

• How to bulk edit my records by Category?
• All about categories/subcategories
• Why can't I add my own category?

BANK CONNECTION

• Is it safe to connect my bank account with Wallet?
• Why does my bank need re-connection?
• What is multi-factor authentication (MFA)?
• Can't connect? Switching to PSD2?
• How do I connect/disconnect/reconnect a bank account?
• How to Add a Credit Card?

ACCOUNTS

• I purchased a Premium plan, why are my accounts not updating?
• How often does my bank account data update?
• Why can't I delete an account in Wallet?
• How to set up an overdraft account
• How do I manually refresh my bank account?

IMPORT / EXPORT

• What info your import file needs?
• How to export transactions from Wallet
• How to import your file on Wallet's WEB version
• How do I import data into Wallet?
• What are Import Rules?
• Why do I not see the Import option in my Account?

See all 7 articles

QUESTIONS / HELP

• Budgets and goals
• How to hide amounts
• Planned Payment Transfers
• What is Privacy Policy?
• How do refunds work?
• Data not syncing between devices?

See all 34 articles