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Getting Started with Wambai: Your AI Finance Companion
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Getting Started2 min read

Getting Started with Wambai: Your AI Finance Companion

Published on 2025-01-06 · by Wambai Team

Welcome to Wambai

Managing household finances can feel overwhelming. Between multiple bank accounts, recurring bills, shared expenses, and trying to keep track of where your money goes, it's easy to lose sight of the big picture.

That's exactly why we built Wambai — an AI-powered personal finance wallet that makes financial management effortless for households.

Setting Up Your Account

Getting started with Wambai takes less than two minutes:

  1. Sign up with your email or Google account
  2. Create your household — name it, choose your country and primary currency
  3. Add your bank accounts — enter your account names and current balances
  4. Set up income sources — let Wambai know where your money comes from

That's it! You're ready to start tracking.

Three Ways to Log Transactions

Wambai gives you three flexible ways to record your finances:

AI Assistant

Simply tell the AI what happened in natural language: "Paid $45 for groceries at Whole Foods" and Wambai handles the rest. You can even upload photos of receipts and the AI will extract the details automatically.

Quick Entry

For those who prefer structured input, Quick Entry provides guided tabs for expenses, income, and transfers with minimal fields.

Journal Entry

Power users can create manual double-entry transactions with full debit/credit control and balance validation.

What Makes Wambai Different

Unlike traditional budgeting apps, Wambai uses double-entry accounting under the hood. This means every transaction is properly balanced, giving you accurate net worth calculations across all your accounts and currencies.

Combined with AI automation that can read your emails and bank statements, Wambai removes the friction from financial tracking while maintaining accounting accuracy.

Next Steps

Once you're set up, explore these features:

  • Planned Payments — never miss a bill again
  • Net Worth — see your complete financial picture
  • Recurring Rules — automate regular transactions
  • AI Import — let the AI handle your email statements (Premium)

Start your financial clarity journey today with Wambai.

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