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Your wallet shouldn’t just store money—it should work for you. Whether you’re juggling subscriptions, sending payments, or managing personal or business finances, optimizing your digital wallet can unlock time savings, clarity, and smarter decision-making.
We’ve rethought how users engage with their wallets in 2025: it’s not just about functionality anymore, but about intelligent features that anticipate your needs and simplify your financial life.
Key Upgrades:
- Instant Card Issuance – Spin up virtual cards on demand for specific vendors, projects, or team members.
- Smart Categorization – Transactions are auto-tagged and sorted based on behavior, not just vendor names.
- Multi-Wallet Support – Organize your finances into personal, business, or savings wallets under one unified view.
Smarter Controls, Better Decisions
We built new tools to help you monitor and control spend without micromanaging every transaction. These upgrades reduce the risk of overspending, help detect fraud faster, and make managing team cards a breeze.
Here’s what’s new:
- Spending Rules & Limits — Set card-level limits, merchant restrictions, or auto-freeze triggers
- Scheduled Card Expiry — Issue cards that automatically deactivate after a project ends
- Transaction Notifications — Get real-time alerts for every swipe, transfer, or irregular activity

Tracking your balance is one thing. Understanding where your money goes—and why—is another. We’ve embedded rich insights directly into your wallet:
- Weekly spend summaries with trend highlights
- Automatic flagging of unexpected charges
- Export-ready reports for tax, business, or personal use
A truly optimized wallet doesn’t just store your money—it helps you manage it smarter. We’re building tools that keep you informed, secure, and always one step ahead.
“Using Wealthis's wallet changed the way I think about spending. It’s like having a financial co-pilot built right into my account.”
You can start using all features mentioned above from your Wealthis dashboard today. For a full walkthrough or support documentation, check out our Help Center.