📘 How to use WAK Life

Get the most out of every side

A quick guide to running your personal money and your business in WAK Life — plus video walkthroughs. Pick a side to begin.

Using the personal side

Five minutes to set up, then WAK Life keeps your money clear.

1

Create a budget

Start here. Set spending limits by category — budgets are the foundation everything else builds on.

2

Add income & allocate it

Add your income sources, then allocate that income to your budgets so every amount has a job.

3

Add your expenses

Log spending against your budgets and watch your Safe-to-Spend update instantly.

4

Goals & buckets

Add savings goals and sinking-fund buckets for the bills that aren't monthly.

5

Plan ahead

Build a debt-payoff plan and forecast your retirement.

6

Ask Len

Chat with Len for insights any time — "what's safe to spend this weekend?"

Using the business side

Sell, stock, invoice and keep real books — all in one place.

1

Set up your business

Add your business profile — name, type and currency.

2

Add products & stock

Create inventory with categories, low-stock alerts and expiry dates.

3

Sell at the POS

Ring up sales; stock auto-deducts and receipts share on WhatsApp.

4

Record money

Log income and expenses, mark "paid with" business or personal, and track owner capital.

5

Invoice & get paid

Create branded invoices and receipts as PDF.

6

Budgets, tax & reports

Set category budgets, watch a running tax estimate, and export reports.

🎬 Video walkthroughs are coming soon.
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