FAQs

General information

Setting up and logging into Walletifai is simple and can be done in a few steps:

  1. Create an institution in the app by selecting Sign up.
  2. Once you've set up an institution and verified your email, securely connect your bank institution by following the prompts from Plaid.
  3. That's it! Now you can start tracking and saving on your payments.

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 your 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:

  1. Sign into your Walletifai institution
  2. Tap profile icon
  3. Go to manage institutions
  4. Select delete institution
  5. Confirm delete institution

About Walletifai

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.


Security

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 info@walletifai.com.


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...


Need more help?

Let us know and someone from Walletifai will get back to you


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