Getting Started
Updated
Welcome to Wallet Savvy
Wallet Savvy helps you track every transaction, manage budgets across categories, and get a clear picture of your spending — all in one native app for iPhone, iPad, Mac, and Apple Vision Pro.
This guide walks you through the basics so you can hit the ground running.
First Launch
When you open Wallet Savvy for the first time you’ll land on the main dashboard. From here you can:
- Add your first budget categories
- Log your first transaction
- Enable iCloud sync so your data follows you across devices
Main Sections
Wallet Savvy is organised into three core areas:
| Section | What it’s for |
|---|---|
| Transactions | Log and browse every income and expense |
| Budgets | Create category budgets and track spending against them |
| Insights | Charts, trends, and AI-powered spending analysis |
Quick Setup Checklist
- Create your budget categories — set up categories that match how you spend (e.g. Groceries, Transport, Dining)
- Add your budgets — set a monthly target for each category
- Log your first transactions — start adding income and expenses
- Enable iCloud Sync — sign in to iCloud to sync across all your Apple devices
- Try AI Insights — enable Apple Intelligence in Settings for smart spending analysis
Keyboard Shortcuts (Mac)
| Shortcut | Action |
|---|---|
⌘ N | New Transaction |
⌘ ⇧ N | New Budget |
⌘ I | Import CSV |
⌘ 1 | Go to Transactions |
⌘ 2 | Go to Budgets |
⌘ 3 | Go to Insights |
⌘ , | Settings |
Next Steps
- Adding Transactions — log income and expenses
- Budgets — create and manage category budgets
- Insights & Analytics — understand your spending trends
- iCloud Sync — keep data in sync across all your devices