For every new user, at least one cash account is created by default after setting the currency. Now it's time to add your other accounts and have all your finances under control in one single place!
Wallet is not a bank. You cannot send real money or take out loans through it. Your funds remain safely in your bank; we simply help you visualize and manage them clearly.
Adding an Account
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On the main page, select Add Account.
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You will see a list of all account types you can add.
Bank Accounts (Automatic Sync): You can securely connect your bank accounts, which will sync automatically:
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Checking/Current Account
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Savings Account
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Credit Card
Other Account Types:
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Investment account (ETFs/Stocks/Crypto) – See: Investments (Stocks/ETF)
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Loans – See: Setting up Debts and Loans
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Mortgage account – See: Set up a Mortgage Account
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Overdraft / Credit account – See: Overdraft Account Types
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Manual Account – Can reflect your real-world account or be used however you prefer.
Ways to Connect Accounts
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Bank Sync: The most efficient way. Automatically syncs transactions, balances, and categorizes data. Detailed guide: Connect, disconnect or reconnect your bank
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Apple Pay / Google Pay: Wallet reads payment notifications from your phone and displays them instantly. More info: Apple Pay Integration and Google Pay Integration
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Manual Entry: Create an account and manage transactions manually.
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Import: Manually import transaction files via the web app. More info: Import your transactions or files
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REST API (In progress): A feature we are continuously improving for advanced integration. More info: Rest API/MCP