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How to Use the Yeeld Home Screen

A guide to understanding and using the Yeeld home screen

The Yeeld home screen is your main dashboard, providing a comprehensive snapshot of everything the app has to offer. It brings together all key features in one place, making it easy to navigate and manage your finances effectively.

Overview of the Home Screen:

  • A Snippet of Everything: The home screen offers a quick overview of all the main features in Yeeld, including your account balances, recent transactions, and more.

Key Elements of the Home Screen:

  • Yeeld Stories: At the top of the screen, you’ll find ‘Yeeld Stories’ – short, animated videos that guide you through the app’s functionalities and offer financial tips. This feature helps you quickly learn how to use different parts of the app.
  • Balance for All Accounts: See the total balance of all your currency wallets and investment accounts at a glance. Tap on this section for a detailed view of each account.
  • Open an Account: Easily open new currency wallets or investment accounts directly from the home screen by selecting the ‘Open Account’ option. This is perfect for expanding your financial portfolio in just a few taps.
  • Recent Transactions: View a summary of your most recent transactions to keep track of your spending. Tap on ‘View All’ to access the full transaction history for any of your accounts.
  • Investments: Quickly access the ‘Portfolio’ section from the home screen to monitor your investment accounts, view performance statistics, and adjust your strategy as needed.
  • Spending Insights: Get an overview of your spending habits, including categorised expenses, so you can manage your finances better. Penny, your AI assistant, may also offer tips on managing your spending.
  • Cashback Offers: View current cashback offers from over 2,000 retailers. Tap on any offer to see more details, including terms and conditions, or ‘favourite’ offers to keep track of them easily.

By familiarising yourself with the Yeeld home screen, you’ll be able to quickly access the features you use most, stay updated on all account activity, and take full advantage of the app’s tools to manage your finances effectively.