Quick View

Virtual Wallet Account Details

This page shows a summary of your Virtual Wallet’s Reserve or Growth account, including Recent Transactions, a look at the Money Bar and Calendar and account balances.​

Select “Virtual Wallet Tools”  to continue.

Virtual Wallet Tools

Tools Options

Savings Rules make saving easier by automatically moving money to your savings on a regular basis.​

Spend, Reserve, and Growth accounts will have a Savings Rules tile.​

The tiles on this page link to all the Virtual Wallet tools. What tiles are shown depend on the account type.​

Select “Savings Rules” to continue.

Rules Landing Page

Rules for This Account

The Savings Rules landing page will list out any of the Rules created.​

Select the “Add Rule” button to go to the Rule creation process.

Adding a Savings Rule

Account, Amount, Frequency, and Date​

The transferred amount will always come from the Spend account. ​

Select the account that will receive the transfers. Then enter the amount, the frequency, and select the date the transfers will start. ​

The frequency can be as often as every week, every two weeks, monthly, every payday, or when a bill is paid. 

Select the “Review” button to continue.

Review Rule

Reviewing the Information​

The information entered on the previous page can be reviewed before submitting the Rule.​

Select the “Submit” button to continue.

Add Rule Confirmation page

New Rule is Created

After a new Rule is successfully submitted, the confirmation page will display.​

Select the “Done” button to return to the Rules landing page.

Rules Landing Page

Rule Created

Savings Rules are listed out on this page, separated by the receiving account.​

The user will be able to add Rules or edit or delete a Rule. Rules can be paused or resumed quickly by a toggle button.​