Guides
How to Connect Your Canadian Bank to a Budgeting App
Step-by-step guide to connecting TD, RBC, BMO, Scotiabank, CIBC, and Tangerine to a budgeting app using Plaid — securely and in minutes.
The Best YNAB Alternative for Canadians
YNAB costs $99 USD/year (~$137 CAD at USD/CAD ~1.38, April 2026) and is built around a specific zero-based budgeting method. Here are the best alternatives for Canadians who want flexibility and a lower price.
The Best Budgeting Apps for Canadians in 2026
Comparing the top personal finance apps that work with Canadian banks and CAD — including YNAB, Monarch, and WealthMode. Pricing approximate at USD/CAD ~1.38 (April 2026).
How to Track Savings Goals in WealthMode
Set up and track savings goals in WealthMode — from emergency funds to vacation savings — and watch your progress grow with visual tracking and smart automation tips.
How to Categorize Transactions for Better Insights
Learn how to categorize transactions in WealthMode for accurate budget tracking — fix miscategorized items, create custom categories, and understand your spending patterns.
How to Set Up Your First Budget in WealthMode
A step-by-step guide to creating your first budget in WealthMode — set up categories, assign spending limits, and start tracking your money in minutes.
How to Connect Your Bank Accounts in WealthMode
Step-by-step guide to connecting your bank accounts in WealthMode — link your checking, savings, and credit cards for automatic transaction tracking.
Getting Started with WealthMode: Your First 10 Minutes
A step-by-step walkthrough of your first 10 minutes in WealthMode — from creating your account to setting up your first budget and connecting your bank.