What is Yooli?
Yooli is a fun, new app by Libro. It’s the sidekick to our online banking app. Providing a friendly, secure, and helpful way to manage your money, create a budget and monitor your financial well-being from one location. It makes concepts like household finances, sorting through advice and planning for your future easier.
Yooli is a space for continuous improvement and innovation, that’s why we need you to download it and give us your feedback! We have big ideas for the future of Yooli, and more importantly, we want to learn from you, and what we can do to help you make friends with your money.
Differences between Yooli and Online Banking
Today, Yooli is a standalone money management app. You won’t be able to move money within the app (our online and mobile banking is here for that), and we envision in the future that we will bring these things together.
Yooli is the go-to app to manage your money.
- Get tips to improve your finances
- See your net worth
- View and adjust your budget
- See your spending habits by category
X – No transactional capabilities.
Online banking is where you move your money.
- Transfer money
- Pay bills
- Connect with a Libro Coach
- Open new accounts
X – No insights and advice capabilities.
Your Privacy is Important to Us
If we begin to share information back with your Libro Coach, you will know it. For now, if you want to talk to your Libro Coach about insights you gathered from there, like how your budgeting is going, you’ll have to show them the app, as they don’t have access to that information at this time.
Yooli takes your privacy seriously, no need to worry about this friend keeping your secrets. Your information is protected, secure and confidential.
Friends don’t let friends make bad decisions (at least not uninformed ones). Yooli isn’t here to judge, just a friend helping you make the best financial decision they can!
Yooli wants to help you make friends with your money, once and for all! With helpful tips and advice, you’ll be vowing friends forever in no time.
What can Yooli do?
Finances shouldn’t be complicated. Yooli helps simplify them by bringing all your finances into one place, suggests a budget based on your spending, gives you insights and suggestions to make you financially stronger – and more!
Receive a financial health score, tips on how to improve your finances, and become more financially strong with the help of Finstrong.
Keep a pulse on your finances and receive insights that guide you to stay on track with your financial goals.
Untangle your finances by bringing all your accounts and transactions (no matter where you bank) into one location.
Break down where you spend your money by various categories such as home, shopping, auto, bills & utilities, and food & dining.
View budget bubbles based on your spending habits. With helpful colour codes, you’ll always know how much you have left to spend.
How to get started with Yooli?
If you already bank with Libro and have access to online banking – it’s as simple as 1, 2, 3!
Downloading the Yooli app and log in with the same login credentials you use for online banking.
Onboard to the App
Your Libro accounts will automatically show up after you onboard with Yooli. From here you can begin to explore.
Add Other Accounts
Get a full picture of your finances by aggregating all your accounts (credit cards, accounts at other institutions).