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WalletFlo has made big upgrades/updates that makes it a great app.

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JNA1
Valued Contributor

WalletFlo has made big upgrades/updates that makes it a great app.

WalletFlo added a feature to ad cards that people have they that arr not in their database. If you log on to the desktop version of the WalletFlo app, you can add a card by selecting “other” and entering the card  info. I’ve been adding all the cards in my lineup that they didn't have, and they've now added all the Synovus cards, both of our Elan MCP cards, and I've submitted the new Truist cards as well.

 

You can also now modify categories on existing cards or add categories, if you get targeted offers. For instance, DW's Disco card is still in cash back match, so I was able to change the quarterly categories to 10% and 2% on everything else. 

 

The fact that you can now add cards thst they don't have in their database and customize your cards for targeted offers, SUB periods (such as Disco cash back match, etc) , monthly selectable categories, and promotional offers, it makes it a very useful tool now.

 

I wasn't the biggest fan of it originally, but now that I can make it accurate, I like it a lot!

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Our credit card journey started 3/2018


Hover over cards to see limits and usage. Total CL - $608,600. Cash Back and SUBs earned as of 5/31/24- $21,590.43
CU Memberships

Goal Cards:

Message 1 of 9
8 REPLIES 8
GrabbedByTheGhoulies
Valued Member

Re: WalletFlo has made big upgrades/updates that makes it a great app.

Thanks for the heads up! Seems like a useful app and less buggy than CardPointers. Why is dark mode mandatory though? Gross. 

Message 2 of 9
JNA1
Valued Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

@Crowhelm This is the app I'm using for rewards tracking, bonus offers, and eligibility rules. It requires a little customizing to make it totally accurate, but it is a great tool once you get it set up correctly. 
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Our credit card journey started 3/2018


Hover over cards to see limits and usage. Total CL - $608,600. Cash Back and SUBs earned as of 5/31/24- $21,590.43
CU Memberships

Goal Cards:

Message 3 of 9
JNA1
Valued Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

Once the categories are selected accurately, it spits out the best card to use per category. Many cards will auto update quarterly, but if you have targeted offers or selectable categories, you have to manually edit them when thrr set u change.

B9246985-763F-4361-8774-237F93F5D437.png

 

Our credit card journey started 3/2018


Hover over cards to see limits and usage. Total CL - $608,600. Cash Back and SUBs earned as of 5/31/24- $21,590.43
CU Memberships

Goal Cards:

Message 4 of 9
Crowhelm
Established Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

@JNA1 

 

Hey, this app is great. I installed it on my wife's phone as well and highlighted all the cards I want her to use for each category. This will help her a lot to keep track of things







Message 5 of 9
JNA1
Valued Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

Awesome! I like it a lot now that they have will add cards that aren't in the database and that you can customize the cards as necessary. 

Our credit card journey started 3/2018


Hover over cards to see limits and usage. Total CL - $608,600. Cash Back and SUBs earned as of 5/31/24- $21,590.43
CU Memberships

Goal Cards:

Message 6 of 9
Crowhelm
Established Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.


@JNA1 wrote:

Awesome! I like it a lot now that they have will add cards that aren't in the database and that you can customize the cards as necessary. 


Customize? How do you do that since it doesn't realize the Freedom Flex has 5% for groceries the first year. So it looks weird that I apparently selected a 1% cashback card for groceries, lol







Message 7 of 9
JNA1
Valued Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

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You can edit any category and percentage with the customize feature.47D4D45C-74B7-4120-9FFE-F5F006199C29.png

 

Our credit card journey started 3/2018


Hover over cards to see limits and usage. Total CL - $608,600. Cash Back and SUBs earned as of 5/31/24- $21,590.43
CU Memberships

Goal Cards:

Message 8 of 9
Crowhelm
Established Contributor

Re: WalletFlo has made big upgrades/updates that makes it a great app.

My app doesn't show the customize link. Do you have an upgraded version? Or did you pay for yours?

 

Edit:

NVM, lol, found it

 







Message 9 of 9
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