Overviews

Use a savings category for money you put away, like KiwiSaver or an emergency fund. Here's how it works in your budget, cashflow, and Money Insights.

Here in this guide, we'll give you an overview of how the financial health score feature works.

Here in this guide, we'll give you an overview of how the money insights feature works.

See income minus expenses each month, including savings. Forecast up to 12 months ahead from your budget, then add one-offs if you need them.

Here in this guide, we'll give you the full overview on how the accounts feature works.

Here in this guide we'll give you the full overview on how the connecting accounts feature works.

Here in this guide we'll run you through how to set up extra layers of security in settings

Here in this guide we'll give you a full overview of the settings feature.

Categories sit in groups, can have tags, and a savings category treats money you put away differently from spending.

Here in this guide we'll give you the full overview on how to use the transactions feature.

Here in this guide we'll give you an overview of the merchants feature.

Here is this guide, we'll give you an overview of the retirement planner feature and how to get the most out of it.

See how your net worth changes each month. Add assets and liabilities, group them by type, and edit past months.

Set a target date, track whether you're on track, and link accounts so your goal updates automatically. Use a savings category for regular set-asides instead.

Set weekly, fortnightly, monthly, or custom budgets. Group related lines, mark savings categories, and use rollover or one-offs when you need them.

Open a budget to change the amount, rollover, and personalisation, or see the transactions tracking against it.

The dashboard shows snippets of each feature in one place, including goal status and spend that leaves savings categories out.

Sign up, pick a plan, connect your accounts, then set budgets. Use savings categories for regular set-asides and goals for dated targets.