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What is Wallet Story?

To effectively manage personal finances, it is essential to monitor both income and expenses, and starting with a basic financial plan is the easiest way to achieve this. Wallet Story provides a variety of features, such as the ability to attach images and labels to transactions, categorize them into primary and secondary groups, and visualize financial data using charts and graphs, while also allowing users to export their information for safekeeping. Additionally, Wallet Story empowers users to oversee their income streams, establish savings objectives, and accommodate both Buddhist and Christian calendars, while also managing recurring payments and enriching their financial entries with images and tags, as well as organizing their finances into distinct categories and subcategories. This all-encompassing application not only streamlines the process of tracking finances but also promotes proactive engagement with spending patterns, making it easier for users to remain mindful of their financial behavior. Ultimately, Wallet Story serves as a valuable resource for anyone looking to take control of their financial journey.

What is MoneyFeed?

MoneyFeed is a digital platform specifically tailored for bookkeeping and expense tracking, aimed at freelancers, independent contractors, and small businesses. Users can easily record their income and expenses by messaging MoneyFeed through WhatsApp or by uploading images of receipts and invoices; the system intelligently extracts vital transaction details, organizes the data into relevant categories, and presents everything in an intuitive dashboard for straightforward access. Beyond these core functionalities, MoneyFeed includes features for mileage tracking, invoice creation, setting up bill alerts, estimating taxes, and managing tax categories specific to different regions. Users can also export their organized financial data and receipt documentation in formats like CSV, Excel, or PDF, facilitating sharing with accountants or importing into various accounting systems. Additionally, the platform supports optional bank integrations to automatically gather transactions, allowing teams to aggregate expenses from multiple users into a unified account. This comprehensive tool not only streamlines the management of financial records but also generates tax summaries, making the tax filing process more efficient for both users and their accountants. By simplifying these complex tasks, MoneyFeed ultimately saves time and minimizes the likelihood of errors in financial documentation, enhancing overall productivity for its users.

Media

Media

No images available

Integrations Supported

Google Drive
Microsoft Excel

Integrations Supported

Google Sheets
Plaid
QuickBooks Online
WhatsApp
Xero

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

$0
Free: $0, including 50 WhatsApp-tracked transactions per month and three receipt scans. Plus is $4.99/month; Pro is $19.99/month; Business pricing is custom. Paid plans are available annually with two months free and can be canceled at any time. Bank auto-import availability depends on country.
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Wallet Story

Company Website

walletstory.app/

Company Facts

Organization Name

Maxe Feed Holdings LLC

Company Location

United States

Company Website

moneyfeed.io

Categories and Features

Personal Finance

Not specified

Categories and Features

Bookkeeping

Not specified

Expense Report

Not specified

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