Help · Getting started
Getting started
Invest Wise Way is a personal-finance dashboard for Canadian households. This guide takes you from a new account to a working picture of your money.
Everything is in Canadian dollars and projected through current CRA tables. You bring the numbers, or import statements, and the dashboard turns them into projections, calculators, and plain-language answers from Frankie, your AI guide.
You can begin with as little as your age, savings, and monthly spending, then add detail over time. Nothing here is financial advice; it is an educational model you control.
Step by step
- 01
Create your account
Sign up with your email. No statements or banking connections are required to begin.
- 02
Set up your profile
Onboarding asks for the essentials: your age, province, current savings, and monthly spending. These seed every projection.
- 03
Open the dashboard
Your dashboard gathers net worth, cash flow, the calculators, and the retirement planner in one place.
- 04
Import statements (optional)
Upload CSV or PDF statements to categorize transactions against Canadian merchant rules and see your spending automatically.
Questions
- Do I need to connect my bank?
- No. You can type your figures in by hand, or import CSV and PDF statements when you are ready. There is no required banking connection.
- Is my information private?
- Your data is scoped to your account, so only you can read it, and it is never sold. See the security page for the specifics.
- How much does it cost?
- The core dashboard is free, in Canadian dollars. See the pricing page for any optional upgrades.