Anything from any bank, anywhere, any time. Control all your accounts and investments — including mortgages, personal loans, super, shares and credit cards. And keep an eye on bank fees and charges.
You can organise your spending into any category you like — from mortgage to movies. Simply point and click to classify your transactions.
It only takes a few moments and 3 simple steps to set up and uses the same online security systems as your bank. Even we can’t touch it.
With some of Australia’s largest banks and institutions trusting us with their data, you can feel secure.
You can share certain accounts with us, your spouse, or anyone you choose. No more chasing statements at tax time.
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.
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:
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:
Put your business spending in a completely separate group of folders, where you can clearly see your cashflow and expenses.
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.
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.
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.