Getting Started

New to HelloWallet? Welcome! There are four easy steps to get started in HelloWallet. If you run into any trouble along the way, our Support Team is here to help! Click on the video below to get started.

Still need to create your HelloWallet account?  Sign up now!
 


1. Adding Your Accounts

The first and most important thing you can do to get started with HelloWallet is adding your accounts. Use the +Add Account button on the Accounts page to search for and add all of your accounts. HelloWallet allows you to see all of your accounts in one place, including checking, savings, investment, and loan accounts.

2. Creating Your Budget

Once you have added your accounts, you can now review the information and start creating your budget. While setting up your budget you will enter your monthly take-home income, money to set aside each month for your current goal in Guidance, bills, and regular expenses.

3. Starting Your Guidance

To start your HelloWallet Guidance begin with the Savings and Debt tab, which takes into account the set aside amount you created in your budget. You will want to Review Your Financial Life to receive a personalized financial plan.

Our Guidance is based on extensive research on how people can achieve their financial goals. We’ll encourage you to take small steps to achieve small victories, pay yourself first, build good habits, and take a long-term view to your finances.

4. Understanding Your Score

Your HelloWallet Financial Wellness Score is where everything comes together. This page will help you to break down and understand all the different aspects of your financial life. Everything you do from now on will help to improve your Financial Wellness Score, so be sure to check back often to check up on your progress, see what you’re doing well, and get tips for increasing your score and overall financial wellness.

Still have questions?

Register for our monthly Getting Started Webinar with our HelloWallet Community Team. Whether you just need a refresher course or are a new member, we’ll walk you through the ins and outs of HelloWallet. Contact our support team to register for our next webinar!

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