What's inside

Six tabs. One picture of your wallet.

Home, Wallet, Best Card, Activity, Benefits, and Account all draw from the same wallet and transaction data, so what you see anywhere in the app matches what you see everywhere else.

Home

The dashboard that tells you what to do next

Home surfaces the numbers that matter and gets out of the way: rewards earned this month, missed rewards, unused credits, and a prioritized action plan — in that order.

Rewards Earned

Transaction‑level detail on what you actually earned this month, pulled from matched, synced transactions.

Portfolio & Value Capture

Estimated annual net value across your wallet, plus a running summary of value captured versus still available.

Insights

Personalized recommendations generated from missed rewards, wallet rank, benefits, and renewal analysis.

Near You

An optional, location‑aware module that suggests the best card for nearby merchants.

1. Tell PerkMind the purchase

Merchant, category, amount, and an optimization goal — maximum value, cash back, travel points, airline miles, or purchase protection.

2. Get ranked recommendations

Every wallet card is scored on reward rate, point or mile value, statement credits, and benefit value.

3. See the "why"

Each result includes the effective return, a confidence level, a plain‑language explanation, and the value gap versus the next‑best card.

Best Card

"What card should I use?" — answered in three taps.

The Best Card Advisor doesn't just name a winner. It shows the math, so you can trust the recommendation instead of taking it on faith.

Wallet

Add a card without handing over your card number

Cards are added from an issuer catalog — issuer, product, network, and kind — with optional cardholder name, expiration, and last four digits. An optional camera scan fills the form for you.

  • Full card number and CVV are never requested or stored.
  • Card detail includes a PerkMind score, score breakdown, rewards, benefits, protections, and issuer support contact info.
  • Remove a card with a confirmation dialog — deletion is immediate and permanent.
Activity & Benefits

See what already happened — and what's about to expire.

Activity

Every matched, synced transaction shows the merchant, amount, date, category, the card you used, the card PerkMind would have picked, and the estimated reward earned or missed.

Requires a connected account and wallet cards with matching last‑four digits.

Benefits

Statement credits, protections, and benefit status in one list — available, partially used, used, expiring soon, or expired — grouped by card.

Benefit data is catalog‑based; always confirm against your issuer's current terms.

L

Wallet Leakage

Finds missed rewards, unused credits, expired benefits, redundant annual fees, foreign transaction fees, and reward‑cap waste, each with an estimated value and a recommended action.

R

Renewal Advisor

When an annual fee is coming up, PerkMind weighs the fee against the benefits you've actually used and recommends keep, downgrade, or cancel.

A

Wallet Action Plan

Every insight becomes a scored, prioritized action — use an expiring benefit, switch a category to a better card, review a fee — that you can complete, dismiss, or snooze.

One more thing

Built for Dynamic Type and VoiceOver from the start

Every card reflows at accessibility text sizes, meets WCAG contrast targets, and exposes a combined VoiceOver summary with an accessible "Remove card" action — not just a swipe gesture.