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My Finance Agent App: See where your money is going

Updated: Feb 12

The My Finance Agent App consolidates and summarises your expenses into spending categories on a rolling 30-day period. No more wading through bank statements. At a glance, you can visualise where your money is going across all of your accounts, take control of your spending habits and save faster for your goals.



 

You can't save spent money


One of the fundamental principles of money management is understanding that once money is spent, it's gone. While it may sound obvious, this foundational idea is often overlooked.


Another way to put it is this: If you want to be a good saver, it helps to be a disciplined spender. Keeping an eye on your expenses is an important step towards ensuring that your money goes where you intend it to.

Analyse your expenses with the My Finance Agent App

Remember, financial fitness develops faster if you apply conscious effort to directing your money towards your goals, rather than spending without thought or purpose.


Visualise your spending habits


The My Finance Agent App consolidates your expenses across all of your connected accounts (including debit and credit cards) and summarises them into spending categories on a rolling 30-day period. No more wading through bank statements. At a glance, you can visualise where your money is going across all of your accounts.

See where your money is going with the My Finance Agent App

Want to dive a little deeper? Click on a category to see any sub-categories. For example, the Grocery category, may have sub-categories such as Supermarkets, Meal Plan Kits, Beer/Wine/Spirits, and Convenience Stores. The Entertainment category may contain sub-categories like Streaming Services, Video Games, Amusement Parks, Movie Theatres, and so on.


For your security and privacy, the app never stores specific transactional data. For instance, you may see the Streaming Services category in your expense summary, but the app does not know which specific services are included (e.g. Netflix, Stan etc.)


Did you know... You may be closer to the goal of buying a home than you think. First home buyers need as little as a 5% deposit. Talk with us to find out more!

Set yourself a challenge


With the My Finance Agent App, you can quickly and easily see where your money is going. But what will you do with all this fabulous information? Our suggestion is to set yourself a challenge! Use the information to target one or two expense categories you'd like to improve. For example:


  • Are your spending more than you'd like on Restaurants/Dining? If you aren't already, try taking your lunch to work or stock the freezer with easy heat-and-eat dinner meals.

  • Is Insurance or Utilities chewing up more than it should? There are potential savings in shopping around for a cheaper, better deal.

  • Are debt payments eating up a large chunk of your income? Perhaps a zero interest credit card balance transfer could be the answer.

  • And so on! Every person's spending habits are subtly different.


Ready to find out where your money is going? Let's go!


 

YOUR MISSION:

Analyse your expenses

Estimated time: 3 minutes 


Note: The expense analysis only includes accounts that you have connected to the app.


  1. Select 'Expenses' from the footer navigation

  2. Scroll to view expense categories

  3. Click on an expense categories to view any expense details (sub-categories)


 

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Got a question?

You can open a tech support ticket or call our tech support team on 1300-143-456 during business hours. 


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