WealthMode
Why Bank Connections Keep Failing (and How to Fix Them)
Your budgeting app keeps asking you to reconnect your bank. Here's what actually causes that, why some banks drop more than others, and how to fix it.
How to Move From Monarch Money to WealthMode: CSV Guide
Moving off Monarch Money? Export your transactions to CSV and import them into WealthMode with your categories, tags, and notes intact. Step by step.
How to Move Your Mint Data Into WealthMode (CSV Guide)
Still have a Mint export sitting in your downloads folder? Here's how to import those transactions into WealthMode, and what to do if you never exported.
How to Move From YNAB to WealthMode: A CSV Import Guide
Leaving YNAB doesn't mean rebuilding your history by hand. Here's how to export your YNAB register and import it into WealthMode, step by step.
How to Connect Your Canadian Bank to a Budgeting App (TD, RBC, BMO)
Step-by-step guide to connecting TD, RBC, BMO, Scotiabank, CIBC, and Tangerine to a budgeting app with Plaid, securely and in a few minutes.
How to Track Savings Goals in WealthMode
Set up and track savings goals in WealthMode, from an emergency fund to a vacation, and see the progress and finish date update as you save.
How to Categorize Transactions and Fix Miscategorized Ones
Categorize transactions in WealthMode for accurate budget tracking: fix miscategorized items, create custom categories, and see where your money actually goes.
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
Guides on budgeting, saving, debt and investing, plus notes on what we are building at WealthMode and why we build it that way.