To get started with MoneyWellth Learning+, link the sample accounts to simulate real banking interactions. Once that’s complete, you’ll set your monthly budget and define your personal motivation to guide your financial goals. This process provides hands-on experience in managing finances and building strong habits for the future.
If you haven't signed up yet, click here to learn how.
Through the App:
- Log in to your MoneyWellth Learning+ account.
- If you haven’t added any financial accounts yet, you’ll see a tile on your dashboard that says 'No Linked Accounts.' Tap the Link Now button to go through the steps of adding the sample accounts.
- Tap the Continue button.
- You will see sample accounts. Tap the Next button.
- Set your monthly budget amount and tap the Confirm button.
- Enter your Motivation and tap the Confirm button.
Setting goals is crucial for achieving financial milestones and securing your future. What truly matters is identifying what motivates you financially. Therefore, we call the goal-setting widget "Your Motivation." This encourages you to reflect on your financial motivations and understand why making sound financial decisions is important to you.
- You will see a success message; tap the Confirm button to finish the setup.
Through the Website:
- Log in to your MoneyWellth Learning+ account.
- On your dashboard, click LINK ACCOUNTS NOW under the No Linked Accounts tile.
- Click the Continue button.
- You will see sample accounts. Click the Next button.
- Set your monthly budget amount and click the Update button.
- You’re all set to start using the MoneyWellth Learning+ app!