Wallets

Cash, bank accounts, cards, investments — see them together in one view. No more opening multiple apps and adding it up yourself.

What Boe helps with here

• See total cash and investment portfolio balances
• Separate wallet types such as cash, bank, e-Wallet, card, investment, and loan
• Add, edit, delete, or transfer between wallets
• Track lottery savings, funds, and investment assets together

How to use

1. Check the total balance at the top first
2. Hide balances if you want to keep numbers private
3. Search or tap add wallet
4. Tap a wallet to view details, edit, or delete

Transfer between wallets

Move money without breaking totals — keep spending, savings, and bill money clearly separated.

1. Create a “Transfer” transaction from Transactions
2. Choose source and destination wallets
3. Enter the amount, then save

Lottery, funds, and investments

See your portfolio in the same place as income and expenses.

1. Create an investment or asset wallet
2. Record buy/sell or related values
3. Check the combined summary on the wallets page or Balance sheet