WealthMode
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.
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.
What's New in WealthMode: March 2026 Update
A look at what we've been building at WealthMode this month — new features, improvements, and what's coming next for your personal finance dashboard.
Welcome to the WealthMode Blog
Tips, guides, and insights to help you take control of your personal finances with WealthMode.