Help center

GETTING STARTED / SETUP

• How do I create a budget?
• All about Premium Trial

CATEGORIES

• All about categories/subcategories
• Why can't I add my own category?

BANK 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

• How to set up an overdraft account
• How do I manually refresh my bank account?

IMPORT / EXPORT

• How to import your file on Wallet's WEB version
• How do I import data into Wallet?
• What are Import Rules?
• My data has not been imported right. What do I do?

QUESTIONS / HELP

• Warranties
• How to setup templates
• How do I add Labels to a Budget?
• How to create a filter
• How do I create a filter by Labels?
• All about labels
See all 10 articles