What is Wallet Manager?

Wallet Manager

Wallet Manager is a super easy-to-use software that helps you keep track of your clients' financial info safely. With this tool, you can quickly add new records or tweak the ones you already have without breaking a sweat.

User-Friendly Interface

The first thing you’ll notice is how simple it looks! It has a clean, tabbed layout that makes it easy for anyone to navigate, even if you're not super tech-savvy. Seriously, anyone can get the hang of it!

Getting Started with Wallet Manager

When you launch the app for the first time, you'll log in with the default password '12345'. But hey, make sure to change that ASAP! You want to keep your private data safe from prying eyes.

Adding Your Clients

Your first task is to fill up Wallet Manager with your clients’ details. Just enter their name and if you want, add a little note—up to 300 characters. Each client gets their own ID code automatically when you hit the ‘Commit’ button.

Tracking Transactions

The ‘Transactions’ section is where all the magic happens! Here, you can add any new ‘Credit’ or ‘Debit’ payments for each client using a handy drop-down menu. You can choose a date for each entry and jot down the amount along with any comments you might have.

Managing Client Information

In the ‘View All Clients’ tab, you'll see everyone whose finances you're managing right now. You’ll also get quick info on their ‘Current Balance’ and some notes about them. If you need to change or delete any details, just use the options in the context menu.

Reviewing Transaction History

You can check out your clients' transaction history anytime! However, keep in mind there isn’t a search feature yet to help pinpoint specific entries. Also, exporting data or printing isn’t available at this moment.

Final Thoughts on Wallet Manager

All in all, Wallet Manager is an awesome tool designed to help you organize and store your clients’ money transactions efficiently. You’ll always have an overview of their current balance at your fingertips!

How Download Works

Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!