How to add a bank account

Add assets in “mywealth”
mywealth is your balance sheet showing all of your assets (eg home, car, bank accounts) and liabilities (eg. loans, credit cards).

How to add a category

Add category in “mycashflow”
After adding your bank accounts in mywealth (see above), your transactions will be automatically categorised in mycashflow so that you can immediately see how much you have spent on groceries, fuel, eating out, etc in the last month.

How to set a budget

Setting a budget in “mycashflow”
Let the portal do the hard work for you and set a budget. In the “mycashflow” tab you can ensure that all your transactions are correctly categorised and set budget values for each.

How to review your financial position

Take 1 minute financial review
Take the 1 minute financial review to ensure that you are on track to achieve your goal.