Accounts

Everything in one place

• total interest for the financial year (useful for tax returns)
• transaction listings with classification (with an option to modify these categories and filter by them)

Credit card accounts

• minimum payments, when they are due and the interest rate
• transaction listings with classification (with an option to modify these categories and filter by them)

Superannuation accounts

• a risk profile of individual and combined accounts
• transaction listings

Term deposits

• total interest for the financial year (useful for tax returns)
• transaction listings with classification (with an option to modify these categories and filter by them)

Managed funds

• list of holdings
• current value against cost (against a chosen index)

Mortgages

• interest rate, date to maturity and monthly payment (if available in your bank’s portal)

Provides a list of shares, showing:

• cost and current value of each holding (profit/loss of each holding)
• total value of your portfolio against the cost (profit/loss)
• classification across industry types
• combine with other super or managed funds to show total growth exposure

Organisation

Getting organised

You can organise your accounts into Groups, creating as many as you want – Personal; Business; Investments; Property… whatever is suitable. Simply drag and drop the accounts into the Groups you have created.

Organising for home

You can automatically categorise your spending into intelligent folders for each account to spotlight where your money is going. Over time you will see exactly where you can save money, and take control.

More importantly you will see how many fees you are paying across all your accounts.

Categories such as:

• fees
• household bills - electricity, gas etc
• internet
• food shopping

Organising your finances

Save on fees by seeing what you are being charged. Your accounts can be gathered into logical categories to save you time and effort, particularly at tax time.

You can group any of your accounts:

• mortgages
• credit cards
• savings
• shares

Organising your business

Put your business spending in a completely separate group of folders, where you can clearly see your cashflow and expenses.

• export your statements to Excel for analysis
• share your account statements with your Accountant or Financial Adviser

Sharing

Sharing with your Accountant

With all your financial documents collected in one place, and organised into practical folders, you are now able to use that to make your life easier.

You can decide to share with your Accountant to simplify tax time. With all your bank statements, investments, business and personal expenses already categorised, simply invite your Accountant to share a Group of accounts.

Having all your investments, mortgages, and shares in one place, your Accountant can easily see where you stand and provide you more accurate, timely financial advice.

Sharing with your Financial Adviser

Having all your investments, mortgages, and shares in one place, allows your Financial Planner to asess where you stand and provide you more exact, up-to-date advice.

With your Adviser able to study your financial history, they can more accurately advise you on future directions and ways to improve outcomes.

Sharing with your spouse

You and your partner may share accounts and or pay bills together such as a mortgage. If you choose to share certain accounts, you can assess your overall financial position.

Alternatively, if either your or your partner handle all the accounting, it saves time and frustration in keeping statements and receipts through the year.