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How do I add a new subscription to my Chexy Wallet?
How do I add a new subscription to my Chexy Wallet?
Updated over a month ago

Adding a new subscription to Chexy Wallet is simple and straightforward. Here’s how you can set it up:

  1. Open the Subscriptions tab in your Chexy Wallet.

  2. Click on Add Payment to begin.

  3. Select the type of payment you’d like to add (e.g., car lease, childcare, insurance, and other fixed monthly expenses.) Once you have selected the payment you wish to make, click "Continue."

  4. Choose the payment method you'd like to use for this transaction.

  5. Once you have determined the payment method, fill in the payment details:

    • Payee Information: Provide the name, email, and phone number of the payee.

    • Amount: Enter your total monthly payment amount.

    • Due Date: Choose the day of the month you want the payment to be made.

  6. Activate Payments:

    • For PAD payments: Use your Chexy Wallet details to authorize payments, just like you would with a regular bank account. This allows your payee to securely withdraw funds on the scheduled date.

    • For e-Transfer payments: We'll send the payment directly to your payee on the scheduled date.calencale

Once you’ve completed these steps, your subscription is active and ready to go! You can view your subscription details on your dashboard.

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