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Wallio: Wallet to Portfolio

Wallio: Wallet to Portfolio

Budget, Grow, Protect, Retire

26 ratings
10 reviews
🌟 Lifestyle
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • June 14, 2016
  • February 16, 2022

Developer

Wallio, Inc
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About

This app helps you manage your finances, automate your budget, and plan for retirement. It connects to your financial accounts to provide insights into your spending and savings, empowering you to achieve your financial goals.

✓Automate budget
✓Get out of debt
✓Grow safety fund
✓Fund your dreams
✓Protect your family
✓Retirement planning
✓Connect financial accounts
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What's New in Wallio

4.4.3

February 16, 2022

Updated bios of advisors

User reviews

Most RecentHighest RatedLowest Rated

Awesome App!!!

Use it every day. It’s great!
Irina73627Irina73627

Sviatlana Sotelo

I was looking for something similar to Level Money app after they shut down. Glad I found Wallio! It is doing budgeting much better than Level Money but it is much more than that! I can save for goals, I can see my retirement, I can see my financial score and even get my financial questions answered! I love the app!
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Sviatlana SoteloSviatlana Sotelo

Automate your budget

Traditional envelope budgeting never worked well for me. It is super boring and never works in real life. With Wallio I put my budget on autopilot. Once I built some cash reserves, I automated all bills and payments and completely threw money management off my head. I is so relaxed now: I don't care which card to use, I don't care how much is a card payment, I don't care when bills come, I don't care where I spend and how much. I just care to stay within calculated number. Nirvana!
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Aleen NovaAleen Nova

Fantastic app - helps budgeting. Actionable recommendation

I love this app! There’s lots of app out there that help you manage your wealth but I ain’t can’t nonwealth and this app is perfect for me. It helps me balance my budget and gives clear directions on how to build up my standing: get rid of bad debt, start a 401k, etc. I’m loving this app so far!
חHaim4lifeחHaim4life

The only financial app you need

Do not hesitate to give this app a try, whether you're specifically looking for something to ease your finances, or stumbled upon it when browsing other apps, everyone can find benefit in the unique and innovative way Wallio saves you money and clears up the headaches from managing finances.
AdamK0900AdamK0900
See 5 more reviews

FAQ

What is Wallio's main purpose?

Wallio aims to help Americans stop stressing about money and live a better, fuller life by guiding them from managing their wallet to building a portfolio. It focuses on budgeting, debt reduction, savings growth, and retirement planning.

How does Wallio handle security for connected accounts?

For security reasons, Wallio does not store usernames or passwords to your accounts. You may be required to authenticate your accounts through the app.

Can I track my bills with Wallio?

Yes, Wallio analyzes your spending patterns, income, and bills to help you stay on top of them. It automatically calculates your spending power and safety fund.

Does Wallio require manual transaction categorization for budgeting?

No, Wallio offers a budgeting approach without manual categorization, transaction splitting, spreadsheets, or hassle. It calculates how much you can spend today.

How does Wallio help with retirement planning?

Wallio simplifies retirement readiness by calculating what you will need for your golden years, considering factors like life expectancy, social security benefits, savings, growth, taxes, bills, health, and inflation.

Can I connect my mortgage and insurance accounts to Wallio?

Yes, you can connect your banks, credit unions, credit cards, department store cards, mortgages, insurances, loans, 401Ks, and other 'Ks' and 'Bs' to see all your finances in one place.

What is the user rating for Wallio?

Wallio has a high user rating of 4.9 stars based on 26 ratings, indicating strong user satisfaction.

How often is Wallio updated?

The latest version of Wallio is 4.4.3, and it was last updated on February 16, 2022. This suggests a consistent update schedule.