Wally: Smart Personal Finance

Track & budget your expenses.

4.0.3 for iPhone, iPad
Free
8.2

717 Ratings

Update Date

2023-08-31

Size

114.5 MB

Screenshots for iPhone

iPhone
Wally: Smart Personal Finance Description
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.
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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.
Wally: Smart Personal Finance 4.0.3 Update
2023-08-31
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!
More Information
Price:
Free
Version:
4.0.3
Size:
114.5 MB
Genre:
Productivity
Update Date:
2023-08-31
Developer:
Wally Global Inc.
Language:
English

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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4.0.3 2023-08-31
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 2023-07-03
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 2023-06-29
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 2023-06-14
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 2023-01-11
Bug fixes and improvements
3.5.10 2022-06-02
* Pull to refresh enabled on Highlights and Calendar screens
* App-wide performance improvements
* Bug fixes
* User Interface improvements
3.5.9 2022-02-26
Bug fixes and improvements
3.5.8 2022-02-08
Bug fixes and improvements.
3.5.7 2022-01-27
Performance improvements.
3.5.6 2022-01-04
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.
3.1.8 2021-08-24
Bug Fixes and Performance Improvements.
3.1.4 2020-12-30
Bug fixes and performance enhancements
3.1.3 2020-09-24
Bug fixes to improve migration
3.1.2 2020-09-20
Bug fixes to improve migration
3.1.1 2020-08-13
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 2020-08-06
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.
3.0.23 2020-05-09
This update includes changes that make Wally super fast and improvements to in-app purchases so they are activated instantly.
3.0.21 2020-04-08
Bug fixes and other improvements
1.10.1 2019-04-15
• Fixed date selector bug that created 0 value transactions
• Fixed bug related to Banking Integration purchase and linking account
1.10 2016-12-09
Fixed bugs caused by editing transactions and improved syncing performance.
1.9 2016-12-09
Bug fixes and performance enhancement: • removed animation that caused the app to slow • fixed reset password token • fixed syncing and transaction date bug • fixed crash related to savings target If you face any issues, please let us know through the feedback button.
1.8 2019-02-14
Performance enhancement and bug fixes.
1.7 2019-02-12
More bug fixes
1.6 2019-02-05
Bug fixes and feature enhancements.
1.5 2019-01-31
Bug fixes and feature enhancements
1.4 2019-01-17
• fixed bug that caused overlapping text and freezing on some screens
• fixed bug that caused the app to crash
• fixed bugs for iPhone X
1.3 2019-01-11
As we start the new year, we bring you our biggest update ever. From banking integration to a new experience, we took all your feedback, suggestions and complaints to bring you a brand new Wally experience.
Keep sharing your feedback, suggestions, be part of every improvement.
Let’s make 2019 better, together.

NEW EXPERIENCE
• New easy lower navigation bar with dedicated sections
• Find your financial Highlights and Insights from the home tab
• A Planner tab with your calendar, library, and accounts
• New + button to help you quickly add transactions, reminders, attachments, groups and more.
• Comprehensive Knowledge Center to help you navigate and use the app
• Profile tab with profile `7 financial settings and add-ons store
• Quick access to all your groups from the new Wally Drawer

BANKING INTEGRATION
• Now you can integrate your US & Canadian bank accounts, online wallets like PayPal, fintech services & more.
• More countries coming soon

KNOWLEDGE CENTER
• Detailed knowledge center answers all your questions about Wally. Navigate and use the app with ease of mind.

IMPROVED FEATURES & BUG FIXES

Accounts
• Increased digits for account balance

Calendar Stream
• 4-week calendar views with the ability to scroll between months.
• Fixed total spend value for the correct calendar date.
• Fixed today button

Exporting
• No more blank exports. Jenny, let us know if it works!
• Timezone changed from UTC to your native timezone
• Notes now included with the transaction

Savings Target
• Track your remaining daily budget from the home screen
• Bug fixed for calculating savings target when the account balance is negative

SmartGuess
• SmartGuess is now super smart. Track your expenses on-the-go with ease.
• Increased search radius when looking for places Nearby... now they don't have to be nearby
• Improved tag and category selection

Bug Fix
• No more issues when attached images are deleted from camera roll before being synced
• No more crashes after creating accounts
• No more app crashes during log-in
• Comments now loading correctly in the Library
• No more duplicate tags
• Keypad visible after making a selection

Don't forget to share your feedback and if you love this update, please leave us a review.
1.2.3 2017-11-27
Bug fixes and improvements
1.2.2 2017-11-24
Bug fixes and improvements
1.2.0 2017-11-01
UI Enhancements and improvements.
1.1.9 2017-10-31
Bug fixes and improvement
1.1.8 2017-10-20
Bug fixes and improvements.
1.1.7 2017-09-28
Bug fixes and improvement.
1.1.6 2017-09-14
Bug fixes and improvements.
1.1.5 2017-08-26
- added highlights
- other improvements
- bug fixes
- take a screenshot to send feedback
1.1.4 2017-07-26
• Bundles are now available on a monthly subscription
• Separators for values have been localized for currencies
1.1.3 2017-07-15
Bug Fixes and improvement
1.1.2 2017-07-06
Our biggest release yet. Thank you to all who helped make this happen.
1.1.1 2017-06-28
Bug Fixes
1.1.0 2017-05-16
Bug fixes and improvements
1.0.9 2017-05-08
Feature enhancements
Bug fixes
1.0.8 2017-04-25
- Feature enhancements
- New advanced insights with ability to drill down to specific category or tags
- Performance improvements and bug fixes.
1.0.7 2017-04-16
Bug Fixes
1.0.6 2017-03-20
New features and improvements:
- New user on-boarding tour
- Individual product/feature guide
- Placeholder for empty states
- Option to buy individual Premium features
- Enhanced business/place selection while adding transactions
- And bug fixes
1.0.5 2017-02-23
NEW
◆ Savings target & budgeting
√ Set daily budgets
√ Select accounts to budget
√ Custom target date

◆ New graphs
√ Net Income charts
√ Expenses by account
√ Filter by custom start/end date
√ Filter by daily, weekly or monthly

◆ Transactions
√ Transfer between your accounts
√ Add transactions “unassigned” to an account
√ Currency conversion
√ Group transactions

◆ Exporting in CSV

◆ Groups
√ Group savings target
√ Split expenses and track IOUs
√ Chat with members of the group
√ Notification for group activity
Archiving
√ archive accounts, groups, repeat rule, individual transaction or documents.

IMPROVED
▸ adding expenses when location unavailable
▸ adding an income
▸ adding a financial account
▸ starting a group
▸ repeat rule
▸ general navigation

AVAILABLE TO SELECT USERS
◆ migrate your data from Wally Legacy
◆ connect your bank and get transaction automatically in real-time
1.0.4 2017-01-04
Feature enhancements and bug fixes