Know where your money goes.
Free. We don't store your financial details on our servers; after you continue with Google, your wallet saves to your Drive (app folder). Tracks accounts, expenses, income, transfers, and subscriptions; export tables as CSV anytime from the app.
Free demo. Completely free - try everything in your browser.
We do not collect or retain your financial data on our servers. To keep a wallet long-term, sign in with Google - we sync to your own Google Drive only. Tables can be exported as CSV (same layouts as Import CSV) from the Dashboard and each ledger page.
Drive session expired. Your wallet on this device is unchanged - sign in below to reconnect and save again.
Sheets match Import CSV layouts. Per-page screens also have “Download CSV” for that table only.
With a monthly budget on a category, bars show spent vs budget; overages use red.
With expected monthly on an income source (Categories), bars compare actual receipts vs that target - surplus over the expectation uses green.
Read-only recap by calendar month - one section per month (collapsed by default except the month you picked in “View month”). Figures use ledger rows and opening balances per month bucket. Subs equiv /mo is the active subscription load billed to each account overlapping that month (yearly etc. scaled to monthly). Net after subs subtracts that from ledger month net to approximate margin after recurring subscriptions.
Add the real accounts you spend from and deposit into. Optionally set a reference limit (e.g. credit line). Mark accounts inactive to hide them from payment pickers, transfers, subscriptions, and the dashboard - they stay visible here for history. If this month is missing accounts that exist in the prior month, use Sync from previous month to copy them and carry over openings.
Money leaving an account: amount, date, category, and account paid from, plus optional title and note. Each row counts in the month of its date (same as View month at the top). Group by above the table switches between a flat list, grouping by Account, or by Category (your choice is saved on this device).
Money arriving: amount, date, receiving account, and income source: salary, refunds, interest, and similar inflows. Rows follow the same month rule as expenses (the row date vs View month). Group by above the table: flat list, by Account, or by Income source (same pattern as on Expenses; preference is saved on this device).
Moves balance between accounts (ATM, paying a card from checking, wallet → cash, etc.).
Charged account is required. Check Ongoing (no fixed end) for bills or rent with no end date (end date and installments remaining turn off). Otherwise fill either both start and end dates, or installments paid and installments remaining together (needs a start date - we compute totals and end date from those counts). Instalments paid / remaining and status in the tables follow the View month at the top (including daily or weekly billing). Subscriptions with a start date after that month are hidden until that month arrives.
Anything not marked Completed stays here. Finished plans move to Completed subscriptions below (collapsed until you expand).
Set up expense categories and income sources before you log heavily; they power pickers, dashboards, and imports. Optional monthly budget on a category feeds dashboard and bar views; optional expected monthly on a source compares plan vs actual income.
Expense rows link here · optional monthly budget · optional emoji icon (auto from name if empty).
Income rows link · Solar, Salary… · optional emoji icon (auto from name if empty).
Create custom tables with a title and columns. New tables start collapsed - use ▾ on a card to expand it. Drag ⠿ on a card header to reorder tables. Tables are read-only until you choose Edit; then you can change the topic, description, headers, cells, add rows, or delete the table. Each card starts with three data rows; when you use the last row, three more empty rows appear. Data is stored in your wallet file.
Free-form cards: paragraphs, lists, to-dos, and simple tables. New cards start collapsed - use ▾ to expand. Each card has a topic and optional description (edit with Edit). Drag the ⠿ handle to reorder. Checkboxes on to-dos work anytime; other content is read-only until you edit. Stored in your wallet file.
Ledger tables - use the same column layouts as Download CSV on each page or Download all (Excel) (accounts, expenses, incomes, transfers, subscriptions, category sheets). Matching names reuse accounts and categories instead of duplicating them.
Savings tables - separate free-form grids on the Savings page: each file must have saving or savings in the filename (see list below).
First row = your column titles (any labels you need - month trackers, credit-card savings, deposits, etc.); each file becomes one new table. Mix savings CSVs with ledger CSVs in the same upload if you like.
Tip: Under Settings → Sidebar tabs, you can show or hide main nav items (Accounts, Expenses, …, Monthly summary); Import CSV, Settings, and the lower links always stay visible. See Instructions for details.
accountexpense, income, transfersubscriptionsaving or savings (e.g.
solar-savings-2026.csv, credit-card-savings-1.csv). First row = column titles (any names); all values import as text. Each file creates one table on the
Savings page. Up to 20 columns.
No files selected · you can choose several at once.
After a successful upload, your wallet stays on this device. If you are signed in with Google, we also save to your Drive in one step. Download all (Excel) includes ledger sheets only (not Savings grids) - back up savings by copying tables in the app or keeping your savings CSVs.
Each row is a calendar month bucket: that month’s account snapshot plus expenses, income, and transfers. Categories, subscriptions, and savings-plan tables are not removed.
No month buckets in this wallet yet.
Permanently remove the wallet backup this app keeps in your Google Drive (hidden app data). Requires Google sign-in. Your Google account itself is not deleted.
A visual, click-through guide for new users: how logging, accounts, and the month filter fit together. When something can’t be saved, you’ll get a dialog (OK or Escape); quick confirmations show beside Saved in the top bar.
Open Settings (sidebar, below the divider) for profile photo, display name, currency, autosave interval, and month ledger cleanup.
View month drives most tables and charts. The Dashboard summarizes expenses, income, and net cash flow and surfaces hints (e.g. category over budget, income vs expected).
Read-only archive: one collapsible block per calendar month, using that month’s opening balances and ledger rows. Use Expand all / Collapse all in the panel header if you want every section at once.
Accounts are real-world places money lives: checking, savings, credit card, etc.
Set up expense categories and income sources before you log heavily; they power pickers, dashboards, and imports.
Money leaving an account: amount, date, category, account paid from, optional title and note. Rows land in the month of their date.
Money arriving: amount, date, receiving account, and source. For salary, refunds, interest, and similar inflows.
Move money between two accounts (e.g. checking → savings) without counting as expense or income. Pick two different accounts and an amount for the month you care about.
Recurring charges: service name, billing frequency, amount per period, charged account (required), status, and either dates or installment counts. Separate from one-off expenses, but feed dashboard “recurring load.”
Flexible grids for anything that isn’t core ledger (solar totals, FD trackers, card savings). Data lives as text cells in your wallet JSON.
Import via Import CSV: filenames must include saving or savings (e.g. credit-card-savings-1.csv). Bring a header row + data; up to 20 columns, headers are yours.
.csv) becomes the table topic.Skipped files usually need a clearer saving/savings name. Download all (Excel) omits Savings. Keep CSVs or copy from the page.
Between Savings and Monthly summary. For notes, lists, and scratch tables outside the ledger. No CSV import; not in Download all (Excel).
Hide the nav item under Settings → Sidebar tabs if you don’t need it.
Import CSV in the lower sidebar (with Settings, Instructions, Privacy, Contact). Choose CSV files, then Upload & save: loads into this device’s wallet, summarizes each file, and, when signed in, saves to Drive in the same step.
Ledger CSVs match this app’s export columns (accounts, expenses, incomes, transfers, subscriptions, categories; see the Import page list). Savings CSVs use the filename rule above. You can batch both together.
Download all (Excel) includes ledger sheets only, not Savings grids or Other cards. Per-page Download CSV matches what Import expects.
Signed in? Use Save to Drive / Sync from Drive so the wallet follows you; otherwise data stays in the browser until you export or sign in.
How TheWalletly treats your information: wallet data stays in your browser and, when you use Google, in your Drive app folder. We do not run a separate cloud copy of your ledger. Effective date: April 27, 2026.
We do not operate a proprietary cloud database for your ledger. What you enter (accounts, expenses, income, subscriptions, preferences) normally lives in your browser session and, after you authorize Google Drive, inside your Google account’s restricted app-data area. We aim to minimize data collection and to be transparent about the services involved.
When you submit the Contact form while signed in with Google, we send fields (name, email, topic, message) to Google’s Form endpoint so they appear in our response spreadsheet. Processing is governed by Google’s Privacy Policy. Do not include banking credentials or full payment numbers in feedback.
Ledger data persists until you delete the underlying Drive app file(s), revoke the app’s access in Google Account settings, or clear local demos. Tokens expire per Google policies; reconnect if prompted after idle periods.
Use a modern browser over HTTPS whenever this app is deployed. Protect your Google account with two-factor authentication. Exports you download leave the app as files entirely under your control.
TheWalletly is intended for adults managing household or personal budgets. Users under parental guidance should coordinate use with a supervising adult responsible for linked Google accounts.
For questions about privacy or this policy, use Contact in the sidebar - the in-app feedback form there. If we materially change practices, we will update this panel and revise the effective date in the hero above.
TheWalletly helps you stay on top of cash flow without giving up custody of your data when you sync to Google Drive. Use the form on the right to send ideas or issues; your submission is relayed privately to our team through Google Forms. Sign-in required so only active Google-connected users reach our inbox.
Know where your money goes.
TheWalletly is a budgeting workspace that stays with your Google account: ledger data saves to Drive’s app-data folder, while exports give you spreadsheets you can audit anytime.
Enterprise hosting or white-label deployments require a separate agreement; the standard product remains free for end users under our usage terms shown in the sidebar.
Share product suggestions, bug reports, or general feedback below. Submitting uploads your responses to our secure inbox (hosted on Google) - no separate browser tab needed. You must stay signed in with Google to submit.
Sign in with Google using the button in the top bar (or the offline banner prompt) before you submit this form - we only collect feedback from authenticated users tied to your current session.