The new balance

reflection-window

How to use the custom tag function in Wellspent

Personalizing your expense management by using custom tags allows you to organize and review your spending in ways that are meaningful to you. Track everything from monthly expenses and transportation to date night and habits you want to change. We created this guide to help you get the most out of this unique function.

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reflection-window

Why reflection matters

We believe that there is a strong emotional connection to our money—yet humans have been ignoring it for years. Wellspent is a tool that helps us reconnect with those emotions through the act of reflection.

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reflection-window

Getting the most out of Wellspent requires more than just swiping

Getting the most out of Wellspent requires more than just swiping. Treat Wellspent like your new mindful money practice—it’s like meditation for your bank account. And, just like any other mindful practice, having a designated time and doing it consistently will result in maximum benefits. Here’s our guide to help you get started.

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Be mindful with your money

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