What We Do
Take the Mystery Out of Managing Your Money
Who’s the best caretaker for your money–a bank who profits from your accounting missteps, or an independent consumer watchdog organization? HelloWallet has been supported by President Bill Clinton, mayors, major companies, charitable foundations, and others because of our dedication to consumer-focused personal financial services. We take the guesswork out of managing your finances through our personal money management service. We alert you, for instance, when your bank raises your fees or APR, and then we try to find you a better product. We also automatically categorize your spending for you, and let you know if you’re over or under budget. We make money management simple.
Automatically Track All of Your Money
As a HelloWallet member, you’ll get a one-stop snapshot of all of their finances in a single place–checking and savings account balances, credit card balances, changes to your 401(k), your home’s value, your car’s value, and so on. And the best part is that we’ll track all of this information for you, so you won’t need to lift a finger.
Create a Budget
We’ll make it easy to create, and keep, a budget. HelloWallet will keep track of your accounts in a single place, categorize your spending, and then present a breakdown of where you’re spending your money. We’ll also help you create spending goals, so you can control your spending and put more of your money toward getting ahead.
Rate Monitoring
We’ll monitor the rates on your credit cards, mortgage, auto loan, and other products, and alert you when they go up, so you’re not caught off guard when your payments increase. Think of us as a full-time personal accountant devoted to protecting your money.
