Wellspent - Money Management

About Wellspent - Money Management

The Wellspent money management app is the simplest and most powerful way to build good money habits, work towards financial goals and improve your well-being. Here’s how:

All your spending in one place
Link any credit card or bank account and see all your spending in one place. Don’t want to link your card? You can also record your spending manually.

Guided reflection on your spending
An intuitive experience that helps you stay on top of your spending without it feeling like a chore. Identify the choices that you found worth it, and the choices you’d like to avoid in the future.

Get rewarded for building good money habits
Be eligible for contests and giveaways by using Wellspent to build positive habits around how you spend, save and manage your money.

Organize your spending in unique and personal ways
Create tags to match your spending to how you live your life. It’s an easy way to stay on top of your daily rituals or life events, like your morning coffee or occasional getaways. For example, if you want to know how much you spend going out for drinks with friends, tag those transactions as #drinkswithfriends, or if you want to track and get a total cost of your trip to Thailand, use #Thailand2020.

Learn more about your spending habits
We’ll provide you with insights into your spending, so you can easily identify the spending that is letting you down—and the choices that are bringing you joy. Quickly understand which tags, merchants or categories bring you the most value and where most of your hard-earned money is going.

Search for your transactions
Searching for transactions or figuring out how much you spent at a particular merchant over any period of time is finally easy to do. Search by merchant, tag or category across any time period and get what the answers you need instantly.

Safe, secure and trusted
Being powered by RBC Ventures allows us to provide bank-level security. We invested heavily in our security and data platform and use bank-level encryption and safety measures with read-only access. We never store your login credentials on our servers.