Hand it to the Assistant
Share your statements or receipts
Can you organise my money records?
Review and approve
Check the entries and approve them
Find a record with ease
Choose the payment you want to change
Edit seamlessly
Make the correction and approve it
What comes in and goes out regularly?
Plan for payday
Tell the Assistant when and how much you’re paid
Autodetect regular spending patterns
Review and confirm repeat payments
Stay ahead of bills
See what’s coming due
How do I budget towards my goal?
Give your goal a plan
Tell the Assistant what you’re saving for
Plan your monthly savings
Choose how much to save each month
See what’s safe to spend
Factor in upcoming bills before spending
Understand your options
Ask the Assistant to explain your budget
How am I doing overall?
Keep debt in view
Track what’s owed and what’s been repaid
Know your cover
See policy costs and renewal dates
See your investments together
Review recorded values and performance
See the bigger picture
Bring your assets and debts into one view
How do you protect my data?
Know and control what is shared
Nothing is changed without approval
Check proposed changes before approving them
