About the HelloWallet Home Page

Welcome to your HelloWallet home page. Here, we provide you with a snapshot of all your recent activity:

  • Recent Transactions - Quickly glance at your last 8 transactions.
  • Accounts - Get up to date checking and credit card balances. Here you can also review any changes in your investment and saving accounts.
  • Monthly Plan - Stay on track by reviewing your financial plan and budget for this month and make adjustments if necessary.
  • Budget Tracking - Get an overview of your monthly budget, broken out into bill and expenses. Easily see how much you’ve spent and how much you have left to spend.
  • Reminders - Have trouble remembering when the bills are due? No worries, HelloWallet helps you keep track by giving you the option to set custom email reminders.
  • Score Guidance - Check your progress for the current step you're working on in HelloWallet’s Score Guidance.
  • Messages - Need more tips and tricks? HelloWallet will send you custom messages based on your account information and activity in the application.
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