Wallet Monk

Gain mastery over your finances! Wallet Monk gives you easy, quick access to your entire financial picture - your debt, your subscriptions, your income, your budget - all in one place. With auto-uploads from your banks and credit companies, instant alerts of unusual activity, and real-time recommendations, you can not only track your overall financial picture, you can take charge of your money and your future.

Wallet Monk is a unique, AI-driven platform that provides intuitive tools for managing personal finances, increasing financial literacy, and helping you to achieve your financial goals. The platform enables you to:

► Get Insights Across All Your Accounts

Manage all of your financial accounts and assets in one place, in a single aggregate view.
Data is fed directly from your banks and credit companies - no manual entry is necessary. With near real time updates, you will have instant and easy access to your full financial picture.

► Simplify Your Budgeting

Smart monthly budgets can make a difference in your bottom line, and your life. Wallet Monk will send you timely alerts when your spending has slipped beyond a desired limit, while also providing recommendations on ways to change your daily habits to increase wealth.

► Monitor Subscriptions and Bills

Keep track of your recurring expenses and let Wallet Monk automatically detect those bills and latent subscriptions you may have even forgotten you are still paying for. Our users have collectively found (and then canceled) over 100,000 forgotten subscriptions for a savings of over $2,200,000 a month.

► Discover Your Net Worth

Your net worth is an equation: every valuable thing you own (cash and assets) minus what you owe (debts and liabilities). Wallet Monk automatically calculates your current net worth and projects your future financial growth, updating automatically as your accounts change.

► You Are The Captain Now

Create your own custom rules to ensure accurate automated transaction categorization, tagging and naming every time. Easily search, sort, and filter -- no more long manual reconciliation every month. Choose exactly which notifications you want to receive. Create unlimited custom budget categories and report tags. Finally take full control of your data!

► Get Meaningful, Personalized Insights

Receive personalized insights to help manage how you spend, save, and invest your money. Wallet Monk uses crowdsourced feedback and machine learning to continuously improve the experience for everyone who uses it.

► We Are Serious About Your Privacy and Security

Your data is private and important. We know it is critical that we have the best available security throughout our platform. You can be at peace knowing your data is secure, safe and confidential.

1. Wallet Monk servers encrypt your data with bank-grade 256-bit AES encryption.
2. Wallet Monk ​utilizes industry leading security firms like Verisign, McAfee and Symantec to conduct rigorous daily security scans, comprising dynamic port scanning, port-level network services vulnerability testing, and web application vulnerability testing.
3. ​Wallet Monk ​does not see or store your bank credentials, ever.
4. ​Wallet Monk is strictly read-only and cannot move your money.

► Take Control of Your Finances Today!

Understanding, managing, and growing finances can seem daunting and confusing to some, or just too time-consuming for others. We bring clarity and direction to the process of money management, allowing you to take full control to direct your finances now and long into the future.

Wallet Monk currently works with US and Canadian financial institutions only.

Learn more at https://www.walletmonk.com

Terms of Service: https://www.walletmonk.com/terms
Privacy Policy: https://www.walletmonk.com/privacy
Security: https://www.walletmonk.com/security