Know where your money goes.
Free to use. Sign in with Google to save and sync. Try the demo first with Back to demo below — no account required.
Free demo. Explore the full UI with sample data in your browser—no account required.
We do not collect or retain your financial data on our servers. CSV import, Download all (Excel), JSON backup/restore, profile photo changes, saving Settings, and deleting Drive-backed data stay off until you sign in with Google. Many screens still offer Download CSV so you can preview export layouts. Long-term wallets sync to your own Google Drive.
Drive session expired. Your wallet on this device is unchanged - use Sign in with Google in the top bar to reconnect and save again.
Plans
FreeEvery plan keeps your ledger on your Google Drive. Free covers day-to-day money tracking; Premium adds subscriptions and extra workspaces—plus CSV/Excel downloads, full backups, and restore.
Guest mode loads sample data in your browser: CSV upload, Download all (Excel), JSON backup/restore, and several Drive-backed Settings actions stay off until you sign in. On the hosted app, subscription tiers apply only after billing is enabled on our API.
With Google sign-in
Everything in Free, plus the power‑user toolkit
Rows list features with Free and Premium support.
Sheets match Import CSV layouts where applicable. Use Download CSV on each screen for that area, or Download all (Excel) for every exportable table (ledger, categories, savings, other, reminders, dashboard snapshot, monthly summary).
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.
Daily income and expenses from your ledger for the month selected in View month. Prev / Next update that filter so the whole dashboard stays in sync.
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 from the prior month, use Sync from previous month. Opening balances default to last month’s estimated closes; you can change any opening directly in the table or via Edit, and your value is kept.
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. Use Show / hide or the hide icon on a card to remove tables from this tab without deleting them (they remain in your wallet and in CSV exports). Tables are read-only until you choose Edit; then you can change the topic, description, headers, cells, add rows, or delete the table. With a data cell focused, paste from Excel or Sheets (tab-separated rows) to fill many cells at once—extra pasted columns beyond your grid are ignored. 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: rich notes, plain paragraphs, lists, to-dos, and simple tables. Add card opens an inline composer (no full-screen popup) with title, optional short description, and rich content. Use Show / hide or hide on a card header to tuck cards away from this tab without losing data (still in your wallet and CSV exports). New cards start collapsed — use ▾ to expand. Each card has a topic; drag the ⠿ handle to reorder. For legacy Table cards in edit mode, paste from Excel or Sheets into cells. Checkboxes on to-dos work anytime. Stored in your wallet file.
Due items and bills outside the ledger. Mark items complete to hide them from the main list (toggle Show completed to review). Turn on alerts for a banner under the top bar or system notifications—allow notifications in your browser when prompted.
Ledger tables - use the same column layouts as Download CSV on each page or Download all (Excel) (accounts, expenses, incomes, transfers, subscriptions, category sheets, plus savings, other cards, reminders, dashboard snapshot, and monthly summary). 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, …, Reminders, 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) now includes those extra sheets too. For ledger-only backup you can still download each table’s CSV from its page.
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.
Download the same JSON file this app keeps in Google Drive’s hidden app-data folder (drive.appdata) — ledgers, categories, subscriptions, savings tables, other cards, reminders, display name, optional profile photo, sidebar options, and all other fields in your wallet.
To move to another Google account: download while signed into the old account, sign out, sign in with the new account, open this screen, choose Restore from backup, then confirm so the app saves to the new Drive.
Restoring replaces the wallet in this browser. If you’re signed in, the app also uploads to Drive for the current Google user (overwrites that user’s app-data file).
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, month ledger cleanup (Delete month data per bucket), sidebar visibility, Excel download from the panel header, full wallet JSON backup, Restore from backup, and Delete profile (remove the Drive app-data file).
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 after you sign in with Google: 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. Use Savings → Download CSV anytime you can export; use Download all (Excel) from the Savings/Import/Dashboard headers once signed in (Premium may apply on hosted billing).
Between Savings and Monthly summary. For notes, lists, and scratch tables outside the ledger. No CSV import for this area; use Other → Download CSV or the workbook export (sign-in; tier rules on hosted billing) to back it up.
Hide the nav item under Settings → Sidebar tabs if you don’t need it.
Import CSV lives in the lower sidebar (with Settings, Instructions, Privacy, Contact). After you sign in with Google, choose files and Upload & save: merges into this device’s wallet, summarizes each file, and saves to Drive together. Guests can read the checklist and filenames on the Import page itself, but the file picker/commit controls stay disabled until sign-in.
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) mirrors that bundle (Dashboard, Settings, and Import headers). It requires Google sign-in; on hosted builds with billing enabled, Premium rules may also apply (see Plans). While browsing as a guest you can still open most per-screen Download CSV controls to preview column layouts.
Use Save to Drive / Sync from Drive once authenticated so edits follow you across devices.
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. Without sign-in, a sample wallet may load only for exploration—see What we collect below. Effective date: May 19, 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. If you open the app without signing in, we may load a demonstration wallet bundled with the site so you can explore the UI; that session does not create or update your Drive backup until you connect Google. 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.
If you are not satisfied with your Walletly Premium plan, you may request a full refund of the payment for that subscription within seven (7) calendar days of the date you subscribed (the “satisfaction period”). Upon an approved refund request, we will refund the eligible payment in full and cancel the associated Premium subscription so it does not renew.
To request a refund, contact us through Contact in the sidebar (or the email/process we publish for billing support), clearly stating that you are exercising this policy and including the Google account or billing reference we need to locate your purchase. Refunds are issued to the original payment method where our payment provider allows; timing may depend on banks or card issuers.
We may refuse or limit refunds that appear abusive, duplicate, or outside this 7‑day satisfaction period. This policy is in addition to any rights you have under applicable law. Where our payment partner’s terms differ, we will work within their rules to honor this commitment.
Ledger data persists until you delete the underlying Drive app file(s), revoke the app’s access in Google Account settings, sign out to return to the sample wallet, or clear site data. Guest/demo sessions do not write to Drive until Google is linked. 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 before you submit this form - we only collect feedback from authenticated users tied to your current session.