Accounts 2

• How to add multiple accounts
• How to link Joint Accounts

Tracking cycle 2

• How to set up 'My Cycle'
• How to set your PayDay

Budget Cycle 3

• How to set up your Budget
• How to set up Budgets per Category
• How to update your Expense & Budget Cycle

Bills 2

• How to create a bill from your Dashboard
• How to edit your Bill details

Category Spending 1

• How to view your Spend by Category

Your transactions 5

• How to categorise your transactions
• How to exclude transactions
• How to search for a transaction
• How to check duplicate transactions
• How to refresh your data

Dashboard management 1

• How to customise your dashboard

Open Banking (CDR) 17

• Data Sharing (CDR) steps for AMM
• Data Sharing (CDR) steps for AMP
• Data Sharing (CDR) steps for ANZ
• Data Sharing (CDR) with Bankwest
• Data Sharing (CDR) steps for CBA

See all 17 articles

Aggregation (Yodlee) 2

• All about your data sharing options
• How to a connect your accounts with Yodlee

Providers 3

• CDR providers coming soon
• CDR Providers
• How to link & unlink your Accounts

Automatic tracking 2

• How to create a Goal
• How to delete a goal