Thanks for the Video! I am using the App for three month now and it works really smooth. In Germany you can connect the app with you bank account and all transactions on the bank account will be copied in the app. So you have just to categories your spendings and most of the work is done. After a few months the app is guessing most of the categories right. These two points are the best things on the app.
Thank you for introducing out this app, I've been trying to manage my expenses frequently and it's definitely way better than most of the apps I've tried out till date!
Actually, I have a tribble every time I try to create a new account it shows a small lock icon on it, and I can not adjust the balance, anyone kindly assist me
Hi, thanks for making a detailed video on Wallet. I have a question, what's the difference between their lifetime premium and yearly plan? Both have the same price $32.99. What will be your recommendation? One more thing, is it possible to export data to excel?
Lifetime premium means you dont have to pay forever. Yearly plan renews and you have to pay to use premium features again once it ends. If you'd use wallet app for a long period of time, go with the lifetime premium.
hi, just want to ask. someone put loan money amount of 30k aed in my loan wallet. this one can be used as actual money and transfer to my bank account? first time to use this as per their advice. thanks
What is the equivalent of a zero-based budget in the Wallet App? I lost access to EveryDollar, want to switch to Wallet, so how can I make sure that my budget is balanced with my planned income?
Nice and detailed Video. Thanks. One question is does it support automatic backup of expenses ? Also what if I need to change my mobile in future, can the expense records be moved to new phone?
Thank you very much.. I just bought Budget Baker and very impress with its bank sync features.. now, I how do I handle the company claim thru my expenses? and the claim re-imbursement? in Budget Baker
Hi Demi.. a very informative video there. Thanks. Can I check the lifetime plan can be use in both phone & web? Or have to purchase the plan separately?
Hi Demi, would like to seek you advice on how to add DBS credit card account in Wallet? I searched from the dropdown menu, there is no DBS Bank in the list. :(
Thanks for the video! This may be a silly question to ask but, for wallet premium, since the bank accounts are connected and the balance is updated, won't adding a transaction record of say, $30 to an OCBC account mean that the $30 is subtracted twice? Because the $30 would have already been subtracted from our bank account and then updated to the app since it's connected, but then we proceed to further subtract another $30 by adding a manual record.
I’ve recently moved to this - How I Budget and Manage my Daily Expenses in 2024 | NEW Notion Expense Tracker + iPhone Shortcut ruclips.net/video/MGqHXxa732w/видео.html
Hi Demi, thanks for the amazing video and recommendation, I do have a question, did you face some syncing issues with the web app and ios app? I added records and accounts in the web app and it didn't show on my ios app. And after I tried logging out on both devices and logging in again all the data went missing. :( Please do let me know if you've faced this issue before, thenkiuuuu! (I'm using the monthly premium)
Hello, first tell you what you make an excellent video. Then I wanted to ask, you have been using the application for a long time, I recently bought the lifetime plan, have you had any problems when you attach the payment receipts, is there any limit
Hey! Thank you so much! Hmm I've not used the function of uploading payment receipts. Maybe you could drop support a message? Copied this from their website - You can contact support team directly through the mobile app: Android: Go into the side menu and scroll down to 'Help'. iOS go into 'More' in the bottom right corner of your screen.
This new video for tracking net worth (assets and debts - 3 Reasons why you must track your Net Worth ruclips.net/video/uUSwAQI3lm0/видео.html) And this for how I use a spreadsheet to track my monthly income and expenses - How to budget and track your finances for 2023 ruclips.net/video/uqlDdMEmmlw/видео.html
Yes there is the lifetime premium! You should try using the free one before deciding. I bought after trying it out for a while and have been using it for many years now!
I love this app! Can you share your best practices in handling credit card expenses or IOUs without messing the analytics (Like only showing the income or expense that relates with me individually)? Is it better to have a credit card account or just record it with the payment type? Then if you use a different account to pay or settle the statement next month do you use transfer or add income in the credit card account? A more complicated one would also be let's say I use my credit card to pay but some of it are shared with others how do you record that expense? Probably better if you can make a separate video for this one 😅 Appreciate it!
Myke I use credit cards as an account because all the movement works as a current account (you buy something and create the debt, that debt needs to be accumulated in a transfer movement from your paying account to be a credit in the credit card account). For example: Buy shoes (expense of 150 on credit card account) Buy tickets (expense of 20 on credit card account) I already created a movement from my payment account to my credit card of 0.01 automatically each month. Then adjust this value of the movement to the value of expenses, in this case, 170, in this way I will have my net worth always updated, with the future payment of the credit card account. Well, that's the way that I manage it.
Hello! you can create an account for that! then choose the type of account where they give you options like loan, mortgage, credit, current account etc. I think its easier if you try doing it on the web platform!
Thanks for the Video! I am using the App for three month now and it works really smooth. In Germany you can connect the app with you bank account and all transactions on the bank account will be copied in the app. So you have just to categories your spendings and most of the work is done. After a few months the app is guessing most of the categories right. These two points are the best things on the app.
Very informative tutorial for beginners, Lovely video ❤
Thank you for introducing out this app, I've been trying to manage my expenses frequently and it's definitely way better than most of the apps I've tried out till date!
That’s great to hear!! :)
I have few question, 1. Will this allow to use multiple country at a time with different bank accounts
2. Can we manage credit card details.
Thank you for the super helpful video!❤
Hello! Is there an efficient way to categorize per diem/travel expense reimbursements from work?
Been looking for this video, Thank You
this video make me buy a premium lifetime plan on Wallet after using it for 6 months+
Actually, I have a tribble every time I try to create a new account it shows a small lock icon on it, and I can not adjust the balance, anyone kindly assist me
thank you for introducing this app
Nice video, I’ll give the app a try!
How to download spending statements from app?
Hi, thanks for making a detailed video on Wallet. I have a question, what's the difference between their lifetime premium and yearly plan? Both have the same price $32.99. What will be your recommendation?
One more thing, is it possible to export data to excel?
Lifetime premium means you dont have to pay forever. Yearly plan renews and you have to pay to use premium features again once it ends. If you'd use wallet app for a long period of time, go with the lifetime premium.
@@DemiZhuang thanks for your reply. It's a no-brainer offer to choose lifetime premium.
hi, just want to ask. someone put loan money amount of 30k aed in my loan wallet. this one can be used as actual money and transfer to my bank account? first time to use this as per their advice. thanks
What is the equivalent of a zero-based budget in the Wallet App?
I lost access to EveryDollar, want to switch to Wallet, so how can I make sure that my budget is balanced with my planned income?
Nice and detailed Video. Thanks. One question is does it support automatic backup of expenses ? Also what if I need to change my mobile in future, can the expense records be moved to new phone?
It is tagged to the account, changing of phone doesn’t matter.
Thank you very much.. I just bought Budget Baker and very impress with its bank sync features..
now, I how do I handle the company claim thru my expenses? and the claim re-imbursement? in Budget Baker
I use the transfer function + labelling! Transfer out and in doesnt count under your own expenses/income.
Can we merge two accounts together?
Hi Demi.. a very informative video there. Thanks.
Can I check the lifetime plan can be use in both phone & web?
Or have to purchase the plan separately?
Don’t have to! Desktop and mobile is the same!
@@DemiZhuang I see..
Thanks. :)
Hi Demi, would like to seek you advice on how to add DBS credit card account in Wallet?
I searched from the dropdown menu, there is no DBS Bank in the list. :(
Thanks for the video! This may be a silly question to ask but, for wallet premium, since the bank accounts are connected and the balance is updated, won't adding a transaction record of say, $30 to an OCBC account mean that the $30 is subtracted twice? Because the $30 would have already been subtracted from our bank account and then updated to the app since it's connected, but then we proceed to further subtract another $30 by adding a manual record.
Then don’t do the manual addition? I don’t connect my bank accounts so not sure how that will look like. I’m doing manually.
Thank youu for the review. It's really useful
Glad it helps!
Thanks for the video, Demi! I’m giving the trial version a go and was wondering if it’s normal to have to reconnect my DBS accounts daily?
Hey! I just read the FAQ but it shouldn’t be daily, try and contact support and ask! :) I personally don’t connect my bank. Hope it helps!
Hey Demi just wondering, after so many years do you still use this app? to track and manage your budgets? Thanks
I’ve recently moved to this - How I Budget and Manage my Daily Expenses in 2024 | NEW Notion Expense Tracker + iPhone Shortcut
ruclips.net/video/MGqHXxa732w/видео.html
@@DemiZhuang Great will check that out Thank you for the prompt response!
Hi Demi, thanks for the amazing video and recommendation, I do have a question, did you face some syncing issues with the web app and ios app? I added records and accounts in the web app and it didn't show on my ios app. And after I tried logging out on both devices and logging in again all the data went missing. :( Please do let me know if you've faced this issue before, thenkiuuuu! (I'm using the monthly premium)
Hello! Oh I've not experienced this problem though. Both is synced between mobile and web app.
Please how to add monthly salary to wallet
Ahould i have to added every month
Or automatically will be added after adding the first time
Add it as a planned payment/income transaction! :) it will recur every month at the set date
How to register credit entry, like borrow money
Nature of the account should be credit
How do I withdraw from this app?
Hello, first tell you what you make an excellent video. Then I wanted to ask, you have been using the application for a long time, I recently bought the lifetime plan, have you had any problems when you attach the payment receipts, is there any limit
Hey! Thank you so much! Hmm I've not used the function of uploading payment receipts. Maybe you could drop support a message? Copied this from their website -
You can contact support team directly through the mobile app:
Android:
Go into the side menu and scroll down to 'Help'.
iOS
go into 'More' in the bottom right corner of your screen.
nice video!! do you think this app is suitable for students?
Even better when you’re a student! I was a student when I first started with this too ☺️ Start this habit early.
Amazing content!
I didn't subscribe to Wallet app yet, can it manage multiple currencies?
Yes it can!
Hi good video but i cant transfer any money to other wallets
What do you mean?
@@DemiZhuang can i put money on that wallet?
is there a way to make our debt record? so we can track our debt/loan
Yes you can but I’d recommend using an excel instead
@@DemiZhuang So you didnt just use this app to manage your financial? is there a content in your youtube how you use the excel for financial??
This new video for tracking net worth (assets and debts - 3 Reasons why you must track your Net Worth
ruclips.net/video/uUSwAQI3lm0/видео.html)
And this for how I use a spreadsheet to track my monthly income and expenses - How to budget and track your finances for 2023
ruclips.net/video/uqlDdMEmmlw/видео.html
These spreadsheets are what I use - www.buymeacoffee.com/demiizhuangg/extras
But watch those videos first ok! Hope it helps.
@@DemiZhuang Thank You!
thanks
does the premium life time? and is it worth to pay $26 or just use free version?
Yes there is the lifetime premium! You should try using the free one before deciding. I bought after trying it out for a while and have been using it for many years now!
I love this app! Can you share your best practices in handling credit card expenses or IOUs without messing the analytics (Like only showing the income or expense that relates with me individually)? Is it better to have a credit card account or just record it with the payment type? Then if you use a different account to pay or settle the statement next month do you use transfer or add income in the credit card account? A more complicated one would also be let's say I use my credit card to pay but some of it are shared with others how do you record that expense? Probably better if you can make a separate video for this one 😅 Appreciate it!
Wow! I’ll see what I can do.
Myke I use credit cards as an account because all the movement works as a current account (you buy something and create the debt, that debt needs to be accumulated in a transfer movement from your paying account to be a credit in the credit card account).
For example:
Buy shoes (expense of 150 on credit card account)
Buy tickets (expense of 20 on credit card account)
I already created a movement from my payment account to my credit card of 0.01 automatically each month.
Then adjust this value of the movement to the value of expenses, in this case, 170, in this way I will have my net worth always updated, with the future payment of the credit card account.
Well, that's the way that I manage it.
@@uatilla13 that’s a good solution
You entered you personal bank info? Is that really safe?
I didn’t doing this manually.
Hi, i want to ask how do we record debt in ios as when i use android it has option to record debt?
Hello! you can create an account for that! then choose the type of account where they give you options like loan, mortgage, credit, current account etc. I think its easier if you try doing it on the web platform!
How to change email I'd in wallet
You should email support to ask them.
Pls how to upgrade my wallet account
There is fee to pay
Of course there’s a fee for the upgrade
@@DemiZhuang how can i get the loan pls ?
Nice
I love you ❤❤❤❤
i forgot my pin, how to fix it?:(
Write to them.