Step 1: Install the Wallet Mobile App
Download and install the latest Wallet version from the Google Play Store or App Store.
Step 2: Create a New Account With Wallet
To get started, sign up using Google, Facebook or Email. As soon as you sign up, you have access to your account for free.
Note: Wallet will work with any email address, however it has to be an email that is associated with your phone. It must be added in your phone's Settings > accounts > email.
*If you are using an iOS device, you can also use Sign in with Apple.
Step 3: Set Your Default Currency
Select your default currency. You can also add multiple currencies.
Note: It is not possible to delete/change the default currency once set (unless you delete all user data and start over completely).
Step 4: Add Your Accounts
Get all your finances under control! You can choose from many account types and methods to connect them to Wallet.
- More info – see article: Adding an Account
Step 5: Track Income and Expenses
Adding a new record(transaction) is quick and easy. You can manually add cash transactions, assign a category and create custom sub categories.
Step 6: Add widgets
Pick and choose the charts and graphs you would like displayed on your dashboard. You can add a widget and display multiple charts and graphs on the dashboard to help you visualize your data. Choose from the balance chart, cash-flow chart, pie chart, recurrent payments calendar, and more.
Note: Some charts and graphs are available on paid plans only.