Connecting your bank to Wally is safe, secure, and easy. Follow these short steps:
1. Click on the (+) on the top right of Wally
2. Search for your bank
3. You will be redirected to your bank’s app to approve the connection
4. Enter your credentials and grant consent
And that’s it!
Adding a transaction is quick and easy:
1. Click on the (+) on the top right of Wally
2. Click on Add Payment
3. Enter the required information: amount, merchant name, category
4. Click save
And that’s it!
Adding a transfer is quick and easy:
1. Click on the (+) on the top right of Wally
2. Click on Add Payment
3. Tap on Transfer
4. Enter the required information: amount, source account, destination account.
5. Click save
Wally uses its own machine learning algorithms to categorize transactions automatically. You can easily edit categories and Wally will remember for next time.
1. Click on the (+) on the top right of Wally
2. Click on Add Budget
3. Set how much you want to budget for each category
4. Click save
Yes, of course! When searching for a bank, search for your brokerage of wealth management service provider.
Wally can automatically track your loan payments for you! Just connect your banks to Wally and it'll do everything automatically.
Of course! Wally allows you to set different currencies for the app than for a specific bank account or an individual transaction.
It depends on the bank, but typically, when you first connect your bank you get 2 years of financial history.
Wally doesn't have the ability to share a bank account with your partner. However, once they create their own Wally account, they can connect the same bank account and you'll both have access to the same information.