My Finance Agent App: See where your money is going

Updated: May 20

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.

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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 and for your security and privacy, the app never stores specific transactional data.

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

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!

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