Wallio: Wallet to Portfolio 4+

Budget, Grow, Protect, Retire

Wallio, Inc

    • 4.9 • 27 Ratings
    • Free



Connect your banks, automate budget, save for a dream, get ready for retirement, find financial score, chat with guru, all in one free, secure app. What's in your Wallio?

We believe families in the richest country in the world should not worry about money.

We believe everyone who works deserves a swell vacation and money should be spent guilt-free.

We believe working families should not stress about their financial future and retirement.

This is why we built Wallio.

Our mission is to help Americans stop stressing about money and live a better, fuller life.

Financial freedom, like anything else, starts with a first step. Wallio invites you to a journey from Wallet to Portfolio. Make the first step, install Wallio and stop worrying about money!

* Automate your budget
* Get out of debt
* Grow your safety fund
* Fund your dream
* Protect your family
* Get ready for retirement
* Ensure your future
* Put your money to work
* Stop worrying about money

Connect your banks, credit unions, credit cards, department store cards, mortgages, insurances, loans, 401Ks and other 'Ks' and 'Bs'.
See it all in one place.

Wallio analyses your spending patterns, income, bills to automatically calculate your spending power and safety fund. Learn your money through series of AHA! moments.
Stay on top of your bills.

Your dreams need money, and so do capitalists and advertisers. Stop buying things you don't need, and start achieving your true dreams. Set up your goal and see Wallio funding it every day. Get what you really want, not what they sell you.

Our budgeting approach is simple: spend anywhere, anytime, anyhow and anymuch. Just don’t overspend. No categorization, no transaction split, no spreadsheets, no hassle. Wallio calculates how much you can spend today.

Know how safe your financial standing is and how protected your family and investments are in a case things go not as planned. Wallio takes a combination of emergency fund, retirement readiness, insurances and protection in place to make sure you can count on future.

You deserve a swell retirement. But are you ready? It's easy to answer! Just take your life expectancy, divide by social security benefit, plus savings, multiply by growth, minus taxes, minus bills, adjust for health and inflation... hey, doesn't sound simple anymore! Don't worry - Wallio will tell you exactly what you will be partying on during your golden years.

Most people work for money, and money works for the rich. You should use your money the way rich people do, all you need is to learn how. No family left behind, Wallio brings financial education and advice to you. Connect with your local, licensed financial professional and start making smarter decisions with your money today.

* When you download and use Wallio, you agree to the Wallio Terms and Conditions https://wallio.com/terms-and-conditions
* For security reasons we do not store usernames or passwords to your accounts - you may be required to authenticate to your bank through your phone or email.
* Account balances may not immediately reflect recent transactions.
* Wallio currently connects to US and Canadian financial institutions only.

What’s New

Version 4.4.3

Updated bios of advisors

Ratings and Reviews

4.9 out of 5
27 Ratings

27 Ratings

Aleen Nova ,

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!

Sviatlana Sotelo ,

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!

AdamK0900 ,

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.

App Privacy

The developer, Wallio, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Health & Fitness
  • Financial Info
  • Contact Info
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like