Wally: Smart Personal Finance

Wally: Smart Personal Finance


Track Spending & Budgets


FreeOffers In-App Purchases

4.0.3for iPhone, iPad and more
7.5
326 Ratings
Wally Global Inc.
Developer
120 MB
Size
Aug 31, 2023
Update Date
Finance
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
Wally: Smart Personal Finance Screenshots
Wally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance poster
Wally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance posterWally: Smart Personal Finance poster

About Wally: Smart Personal Finance

Get started today with your own personal finance AI. WallyGPT enhances your finances with personalized thoughts across charts in the app and can help you start a conversation with customized questions. You'll love having your own advisor with the ability to set budgets for you that you can track daily.


The #1 personal finance management app now enhanced with WallyGPT and unparalleled privacy and security.

TOP RATED GLOBALLY SINCE 2014:
√ Rated #1 over 40 times
√ #1 in 22 countries
√ “Top Finance App” Apple
√ “Expense Tracker of The Year” Investopedia
√ “Global Best-in-Class” Medici
√ Recommended 150+ times by Nerdwallet, Our Freaking Budget, Bank Rate...
√ And highly acclaimed by CNN, Wall Street Journal, BBC, Business Insider, Forbes, Chicago Tribune, NY Times, Entrepreneur, The Economic Times, Glamour, Buzzfeed, and many others.

YOU’LL LOVE WALLYGPT - Your personal, personal financial assistant

◆ Conversational Financial Analysis: Go beyond charts and data with WallyGPT. Ask WallyGPt complex questions about your finances and get simple, contextual, and personalized answers.
◆ From Goal-Planning to Goal Setting: WallyGPT can help you research goals (like planning a wedding, or paying off debt) and recommend personalized budgets and actionable savings plans.
◆ Ask about markets and investing: Get expert-like, personalized answers on investing based on your finances and markets.*
◆ Become an expert: ask WallyGPT about financial terms, how to save, invest, and improve your financial literacy.

YOU’LL LOVE WALLY 4.0 - All new redesign

◆ Fully Automated: Securely connect from 15,000 banks from 70 countries: your checking, credit cards, savings, loans, investments, and crypto all in one place.
◆ Get Fin-Telligent: Simple and beautiful charts to help you dive into your spending patterns and set goals easily.
◆ Get Control: Use Wally’s insights to set budgets by category and easily track them daily
◆ Get Personal: Edit transaction categories, set monthly bills and subscriptions to repeat, and personalize your budget period, budget type and more.

THE WALLY PROMISE - 100% Safe, secure, and private

◆ Safe: Wally DOES NOT collect or store your card information or username and password. Wally cannot make transfers, or payments or charge your card.
◆ Secure: Connecting your accounts to Wally is encrypted end-to-end, PCI compliant, ISO 27001 certified and GDPR compliant.
◆ Private: Wally never ever shares, sells, or rents your data. What’s yours is yours. Our promise since 2014.
------
Learn how Wally honors and protects your privacy at wally.me/privacy and wally.me/terms. For help, please reach us at hello@wally.me.
* WallyGPT is an experimental chatbot and does not provide financial advice.
Show More

What's New in the Latest Version 4.0.3

Last updated on Aug 31, 2023
Old Versions
New WallyGPT Features:
- Actions: now you can tell WallyGPT to add transactions, accounts, and help you create budgets.
- Thoughts: get contextualized feedback across the app from WallyGPT
- Personalized Questions: get the conversation started with personalized questions based on your data.
- Follow-Ups: WallyGPT can recommend follow-up questions that help you dig deeper
- Chat History: access your chat history and get the conversation restarted.
- New redesign

And of course, a lot of bug fixing!
Show More
Version History
4.0.3
Aug 31, 2023
New WallyGPT Features:
- Actions: now you can tell WallyGPT to add transactions, accounts, and help you create budgets.
- Thoughts: get contextualized feedback across the app from WallyGPT
- Personalized Questions: get the conversation started with personalized questions based on your data.
- Follow-Ups: WallyGPT can recommend follow-up questions that help you dig deeper
- Chat History: access your chat history and get the conversation restarted.
- New redesign

And of course, a lot of bug fixing!
4.0.2
Jul 3, 2023
Hey budgeteer! Welcome to 4.0.1 - free of pesky bugs. Here’s the quick rundown:
- “Other account” has ended its hide-and-seek game in the manual account setup. Peekaboo!
- Business search now respects your typing. No more vanishing acts when you hit enter.
- Our “Okay” button underwent a mood swing. Goodbye red-rage, hello green-zen.
- We wrestled the continuous logout monster to the ground. Enjoy interruption-free contemplation.
- MISSING_OR_INVALID_USERNAME got the pink slip. Security is relaxed.
- We escorted the grey screen out. No more uninvited color schemes.
- Couldn’t add decimals to transactions? Apologies to coffee lovers everywhere. Decimal precision: returned.
- And lastly, Merchant names aren’t the boss anymore. Now, it’s your call.
There you go! WallyGPT 4.0.1: fewer bugs, more fun. Let the smooth budgeting begin!
4.0.1
Jun 29, 2023
Hey budgeteer! Welcome to 4.0.1 - free of pesky bugs. Here’s the quick rundown:
- “Other account” has ended its hide-and-seek game in the manual account setup. Peekaboo!
- Business search now respects your typing. No more vanishing acts when you hit enter.
- Our “Okay” button underwent a mood swing. Goodbye red-rage, hello green-zen.
- We wrestled the continuous logout monster to the ground. Enjoy interruption-free contemplation.
- MISSING_OR_INVALID_USERNAME got the pink slip. Security is relaxed.
- We escorted the grey screen out. No more uninvited color schemes.
- Couldn’t add decimals to transactions? Apologies to coffee lovers everywhere. Decimal precision: returned.
- And lastly, Merchant names aren’t the boss anymore. Now, it’s your call.
There you go! WallyGPT 4.0.1: fewer bugs, more fun. Let the smooth budgeting begin!
4.0.0
Jun 14, 2023
An all-new Wally, powered by WallyGPT.
Track and manage your finances with the power of AI.
It’s simple, powerful, and fun!
3.5.11
Jan 11, 2023
Bug fixes and improvements
3.5.10
Jun 2, 2022
* Pull to refresh enabled on Highlights and Calendar screens
* App-wide performance improvements
* Bug fixes
* User Interface improvements
3.5.9
Feb 26, 2022
Bug fixes and improvements
3.5.8
Feb 8, 2022
Bug fixes and improvements.
3.5.7
Jan 27, 2022
Performance improvements.
3.5.6
Jan 4, 2022
2022 Resolutions Promo allows you to get 1 year of Wally Gold for free. No promo code required. Just register and connect your bank account to automatically unlock.
3.5.5
Dec 30, 2021
Bug fixes and performance enhancements.
3.5.4
Dec 24, 2021
Flow over to the accounts tab because Cash Flow is back.
3.5.3
Dec 4, 2021
Bug fixes
3.5.2
Nov 25, 2021
Meet Wally 3.5! Our biggest design change since… 3.0!
Statutory warning: A lot of not-so-loved features were deprecated in this update! Send us your feedback and let us know what you think.

What’s new
- Featuring Highlights, Quick Add, and Calendar, our new bottom navigation helps you, well, navigate better.
- Our improved calendar is so smooth, you might wanna take it out on a date!
Sleeker transaction posts that expand with action buttons and a simplified daily view of your transactions make browsing through your calendar easier than ever. We also flipped the calendar to show your most recent transactions at the top, so you know you can be ‘on top of your finances’
- Add notes and attachments to pending transactions (available in some countries).

Bug Fixes:
A lot of performance improvements and some bug squashing.
Anyway, we’ve run out of updates (and funny things) to say. Till next time.
In the event you spot a wild bug, take a screenshot from anywhere to let us know; We take great pleasure in killing them.
And please keep sharing your feedback so we can make Wally perfect for you
3.5.1
Nov 22, 2021
Meet Wally 3.5! Our biggest design change since… 3.0!
Statutory warning: A lot of not-so-loved features were deprecated in this update! Send us your feedback and let us know what you think.

What’s new
- Featuring Highlights, Quick Add, and Calendar, our new bottom navigation helps you, well, navigate better.
- Our improved calendar is so smooth, you might wanna take it out on a date!
Sleeker transaction posts that expand with action buttons and a simplified daily view of your transactions make browsing through your calendar easier than ever. We also flipped the calendar to show your most recent transactions at the top, so you know you can be ‘on top of your finances’
- Add notes and attachments to pending transactions (available in some countries).

Bug Fixes:
A lot of performance improvements and some bug squashing.
Anyway, we’ve run out of updates (and funny things) to say. Till next time.
In the event you spot a wild bug, take a screenshot from anywhere to let us know; We take great pleasure in killing them.
And please keep sharing your feedback so we can make Wally perfect for you
3.1.9
Nov 15, 2021
Meet Wally 3.5! Our biggest design change since… 3.0!
Statutory warning: A lot of not-so-loved features were deprecated in this update! Send us your feedback and let us know what you think.

What’s new
- Featuring Highlights, Quick Add, and Calendar, our new bottom navigation helps you, well, navigate better.
- Our improved calendar is so smooth, you might wanna take it out on a date!
Sleeker transaction posts that expand with action buttons and a simplified daily view of your transactions make browsing through your calendar easier than ever. We also flipped the calendar to show your most recent transactions at the top, so you know you can be ‘on top of your finances’
- Add notes and attachments to pending transactions (available in some countries).

Bug Fixes:
A lot of performance improvements and some bug squashing.
Anyway, we’ve run out of updates (and funny things) to say. Till next time.
In the event you spot a wild bug, take a screenshot from anywhere to let us know; We take great pleasure in killing them.
And please keep sharing your feedback so we can make Wally perfect for you
3.1.8
Aug 24, 2021
Bug Fixes and Performance Improvements.
3.1.7
Jul 11, 2021
A lot of performance enhancements and some bug fixes.
3.1.6
May 13, 2021
A lot of performance enhancements and some bug fixes.
3.1.5
Apr 20, 2021
Bug fixes and enhancements
3.1.4
Dec 30, 2020
Bug fixes and performance enhancements
3.1.3
Sep 24, 2020
Bug fixes to improve migration
3.1.2
Sep 20, 2020
Bug fixes to improve migration
3.1.1
Aug 13, 2020
Introducing Wally 3.1! Our biggest update since… 3.0
This release was all about improving the general app experience and interface. Of course, some bugs were squashed along the way. Here are some of the changes you’ll enjoy:

INSIGHTS
∙ See this month’s current spending compared to last month in a line chart
∙ Primary chart is now an aggregated line chart of all your spending by category
∙ Select a category and see just that category’s spend
∙ Cleaner and tighter interface so you can see more without scrolling
∙ Choose between filtering accounts by their currency, or everything covered to any currency in the world
∙ New filtering options makes it easier and faster to filter your transactions
∙ Scroll across line and bar chart to highlight spending

CALENDAR
∙ Now you can filter transactions in the calendar by type, category, and tags.
∙ Search for transactions right from the calendar
∙ Sort your transactions alphabetically or by value
∙ Transaction posts are now smaller so you can see more without scrolling
∙ You can now expand transactions so you can peak at insights, edit faster, scan receipts, and a note.
∙ We improved how we clean the transaction description from synced bank accounts; now you can focus on the business without all that extra stuff (this is a continuous work in progress)

CURRENCY
∙ Now when you change your ‘home currency in settings, all your foreign accounts and transactions are converted
∙ From Insights you can now chose between converting all your transaction to a single currency or filter certain currencies.

BANK SYNCING
∙ Now get up-to 18 months of historic transactions for more banks
∙ See your bank’s logo on transaction and account details
∙ Improved business identification so you can track how much you spend at each business

OTHER
∙ Migration: Improved & killed bugs related to migrating from Wally Lite to Wally 3.0
∙ Bug Reporting: fixed the bug the crashed the bug reporting tool when you tried to report a bug

Please take a screenshot to share your feedback! Let us know how we can make Wally perfect for you.
3.1
Aug 6, 2020
Introducing Wally 3.1! Our biggest update since… 3.0
This release was all about improving the general app experience and interface. Of course, some bugs were squashed along the way. Here are some of the changes you’ll enjoy:

INSIGHTS
∙ See this month’s current spending compared to last month in a line chart
∙ Primary chart is now an aggregated line chart of all your spending by category
∙ Select a category and see just that category’s spend
∙ Cleaner and tighter interface so you can see more without scrolling
∙ Choose between filtering accounts by their currency, or everything covered to any currency in the world
∙ New filtering options makes it easier and faster to filter your transactions
∙ Scroll across line and bar chart to highlight spending

CALENDAR
∙ Now you can filter transactions in the calendar by type, category, and tags.
∙ Search for transactions right from the calendar
∙ Sort your transactions alphabetically or by value
∙ Transaction posts are now smaller so you can see more without scrolling
∙ You can now expand transactions so you can peak at insights, edit faster, scan receipts, and a note.
∙ We improved how we clean the transaction description from synced bank accounts; now you can focus on the business without all that extra stuff (this is a continuous work in progress)

CURRENCY
∙ Now when you change your ‘home currency in settings, all your foreign accounts and transactions are converted
∙ From Insights you can now chose between converting all your transaction to a single currency or filter certain currencies.

BANK SYNCING
∙ Now get up-to 18 months of historic transactions for more banks
∙ See your bank’s logo on transaction and account details
∙ Improved business identification so you can track how much you spend at each business

OTHER
∙ Migration: Improved & killed bugs related to migrating from Wally Lite to Wally 3.0
∙ Bug Reporting: fixed the bug the crashed the bug reporting tool when you tried to report a bug

Please take a screenshot to share your feedback! Let us know how we can make Wally perfect for you.

Wally: Smart Personal Finance FAQ

Wally: Smart Personal Finance is available in regions other than the following restricted countries:
Saudi Arabia,France
Wally: Smart Personal Finance supports English
Wally: Smart Personal Finance contains in-app purchases. Please check the pricing plan as below:
Wally Gold - Monthly
$8.99
Monthly Bank Account Linking
$2.99
Wally Gold with Trial - Annual
$24.99
Wally Gold - Annual
$39.99
Wally Gold - Lifetime
$99.99
Essentials
$1.99
Advanced Categories
$5.99
Unlimited Teams
$9.99
Globetrotter
$2.99
Custom Budgets
$5.99
Click here to learn how to download Wally: Smart Personal Finance in restricted country or region.
Check the following list to see the minimum requirements of Wally: Smart Personal Finance.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.

Wally: Smart Personal Finance Alternative

You May Also Like