Financial Insights from Alvie
Alvie, our app's virtual assistant, helps you manage your money and make informed decisions.
3 practical tools for your financial independence
Track your money, stay on top of your expenses and create a budget that works for you.
Financial insights
Track your spending and monitor unusual transactions.
Examples
- Payment reminders
- Approaching credit limit
- Duplicate transaction charges
- Changes to subscription costs
- New spending spots
- Tax refunds
Monthly activity tracker
Get an overview of your monthly income and expenses by category. There are 3 filters to help you improve your spending habits and get an overall picture of your cashflow:
- Expenses, for a quick overview of money going out
- Income, for a quick overview of money coming in
- Financial recap, to see the difference between your income and expenses
Budget tool
Set a realistic budget with predefined spending categories, such as Transportation, Leisure and Personal expenses, along with insights from Alvie. Other options:
- Set and make changes to your monthly limits for each spending category
- Move any of your tracked expenses to a different category at any time
Benefits of our tools and insights
Personalized
Insights are tailored to your needs and habits.
Goal-oriented
Our budgeting tools help you set and achieve your financial goals.
Dynamic
Using the app's Budget tool and rating insights from 1 to 5 stars will generate more financial insights, tailored to your needs and interests.
User-friendly
The app automatically displays financial insights and lets you customize the Budget tool to your preferences.
Discover our budgeting tools and financial insights
Try them out exclusively in our mobile app.
Download the Desjardins mobile services app
FAQ
Why can't I see any financial insights in my app?
The Financial insights feature is available to members age 15 and up who have the Desjardins mobile services app. However, financial insights aren't shown for every type of transaction.
Can I create a budget even if I don't have access to financial insights?
Yes. You can use our online calculator. Check out our other tools for more budgeting solutions.
Who else can see my financial insights?
Only you can see the insights for your personal accounts and credit cards. If you share an account or card with someone, they will only see insights related to that specific account or card.