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Financial Insights from Alvie 

Meet Alvie, our app's new virtual assistant. Alvie offers constructive financial insights to help you make informed decisions and better manage your money.

Streamline your finances with our money management solutions 

Our app offers 2 practical tools: financial insights and a money tracking feature to help you stay on top of your expenses.

Financial insights

Track your spending, monitor unusual transactions and access valuable insights to create and maintain your budget.

Examples

  • You're on or over budget
  • Your spending has increased
  • Your subscription cost has changed

Money tracker

Tracking your spending is easy with our 2 user-friendly budgeting tools. The Monthly activity feature keeps track of your income and expenses. The Budget tool lets you create a budget with 7 different spending categories.

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 will gradually become available to members age 19 and up who have the Desjardins mobile services app. However, financial insights aren't shown for every type of transaction.

Financial insights are not available in the mobile app on tablets.

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.

Stay on top of your finances

Tips to help you manage your money

Découvrir nos conseils en finances personnelles.
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