Setting up and logging into Walletifai is simple and can be done in a few steps:
Once you securely connect your bank institution to Walletifai, all your recurring subscriptions will appear in the recurring overview page. If you have other payments not associated with your bank institution, you can add them into the app by selecting the + in the top right.
Follow the steps by entering the payment name and amount. Once you'r done Walletifai will add it to your budget and provide our predictive estimates for the charge.
Users can follow the following steps and delete their Walletifai institutions:
As soon as you connect your bank account to the app, our machine learning algorithms help you build the steps towards making smarter choices. We follow bank level security standards to help you connect your accounts.
The main features that the app offers:
Have you ever lost track of the number of transactions in a month and got auto charged for exceeding the limit?
We are here to help you avoid these and many more problems via our intelligent alerting system. Walletifai notifications can be customized to warn you of issues that would often go unnoticed. Prevent paying for penalties and extra fees by enabling notifications like missed payments, double charges, potential overdraft, large transactions, bill due dates, and transaction limits. And more is coming!
From the Spending Overview, go to View All Transactions on the top left side of the screen, adjust the date range through the calendar to see your transaction. Then, swipe to the left and follow the steps to change the transaction category.
Walletifai, is a simple to use budgeting app that provides you features your bank app is missing. Including advanced subscription management and bill tracking. Using AI and predictive algorithms we show you how much you are expected to spend on bills and payments up to a month in advance.
We also plan to roll out in the coming months and advanced saving solution, based on your spending habits, we will provide you insights on the areas you can cut back spending and save.
You can have a piece of mind knowing Walletifai's AI algorithm works for you, securely and instantly to provide you with the best experience in mobile budgeting.
Empowered by machine learning technology, Walletifai helps you build steps towards taking the most out of your money, by making smarter choices more visible to you. By monitoring the predicted future expenses and tracking your spendings, you will start seeing the type of expenses that, if skipped, could help you save faster for your next big purchase. In addition, you will start spending less time managing your repetitive recurring expenses and stop paying extra fees and charges due to losing track of your account balances and limits.
Walletifai focuses on maximizing your budget and boosting your saving capacity by leveraging machine learning technology and automating budgeting work for you. The complexity behind your financial life is simplified and brought to you in digestible pieces which results in freeing up your time and mind to craft the steps towards a more successful life.
by connecting your bank accounts to the app, you get to understand your past and future expenses as well as your essential vs non-essential expenses. In addition, you don't need to worry about missing out on actions needed. They will be brought to your attention, only when needed.
Walletifai eliminates your need to manually record and budget your expenses. We make sure that money management is less of a daily duty and more of an automated component of your life.
We understand the importance of keeping our user's data safe so we use bank-level security to protect the data. Walletifai complies with the financial industry' standards of 3rd Party PCI DSS compliance. Our website and app are secured with 256-bit encryption and secure SSL connections.
We use the data transfer network called Plaid, a trusted third-party used by large financial institutions like Coinbase, American Express and Venmo. When you connect your bank institution, you will be asked to enter your online banking information. However, we don't have access to these credentials. Your credentials will be sent via Plaid to your bank and Plaid will then send back an encrypted token for us to access your read-only transaction history.
Walletifai regularly conducts security audits and addresses any issues preemptively to protect the information of our users. To bring a security issue to our attention please, please email firstname.lastname@example.org.
Our information security program is designed to meet and exceed industry standards for mobile banking security.
The combination of the Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS) help keep sensitive data safe. Modern web and mobile applications use a technology called Transport Layer Security (TLS) to help protect data in-transit from unauthorized third-parties. Walletifai uses TLS for all information exchanges between the Walletifai customers and financial institutions.
We also protect data by applying the Payment Card Industry Data Security Standard (PCI DSS) to our product infrastructure and related processes that may involve transferring or processing data.
Using secure cloud infrastructure technologies and monitoring systems, to host Walletifai, helps us add a robust layer of firewall in front of our services and protect your data within it...