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Knowledge base
Cards & Accounts
Accounts
3
How to add multiple accounts
How to link Joint Accounts
How to Refresh your Data
Income & Expenses
Tracking cycle
2
How to set up 'My Cycle'
How to set your PayDay
My Budgets
Budget Cycle
3
How to set up your Budget
How to set up Budgets per Category
How to update your Expense & Budget Cycle
Upcoming Bills
Bills
2
How to create a bill from your Dashboard
How to edit your Bill details
How you Spend
Category Spending
1
How to view your Spend by Category
Transactions
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
Dashboard management
1
How to customise your dashboard
Data Sharing
Open Banking (CDR)
20
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 20 articles
Aggregation (Yodlee)
2
All about your data sharing options
How to a connect your accounts with Yodlee
Providers
2
How to link & unlink your Accounts
When will my provider be live in Frollo
Goals
Automatic tracking
2
How to create a Goal
How to delete a goal
Help Desk Software
by Freshdesk Support Desk
