Insights & guides for your finances
Tips, tutorials, and updates to help you get the most out of WIMD and take control of your money.
The Smith Maneuver: Why Precise HELOC Records Are Essential for Your Tax Refund
Using your HELOC to invest can make your mortgage interest tax-deductible—but only if you can prove every dollar was used for eligible investments.
Tracking Big Life Expenses: How to Use Projects for Renovations and Weddings
Home renovations and weddings can blow your budget if you're not careful. Here's how to use WIMD Projects to stay on track.
Getting Started with WIMD: Your First Week
A step-by-step guide to connecting your accounts, setting up categories, and getting the most out of WIMD in your first week.
How AI Categorization Works in WIMD
Learn how our AI automatically categorizes your transactions and how you can train it to match your preferences.
5 Tips for Successful Household Budgeting
Managing finances with a partner can be tricky. Here are five strategies that actually work.
How We Keep Your Financial Data Safe
A deep dive into our security practices, from bank-level encryption to our privacy-first approach.
More content coming soon
We're working on more guides, tips, and product updates. Check back regularly for new posts.