Moneysoft for Individuals

Personal budgeting and money management made easy

View Your Money In One Location

Moneysoft can access and link information from over 350 different accounts, from more than 130 banks and other financial institutions. You can link your accounts in minutes.

We Do The Hard Work For You

Moneysoft is an online, personal financial management tool that brings together all of your information, from multiple accounts and different locations, giving you one easy-to-use view of your finances.

Secure and Safe

Moneysoft uses the same high security and encryption standards as the banks, ensuring your financial information is kept safe. It’s not a payment gateway so it’s not possible to transact within your account.

What can Moneysoft do for me?

Budget Planning

A personal budget planner gives you a realistic view of your spending habits, so you know exactly where your money is going.

Achieve Goals

Setting up your goals, whether it’s a deposit for a house, a car or holiday puts you on a clear path to achieving financial independence.

Access ALL Accounts

Access your information from over 350 different accounts at over 130 Australian banks and other financial institutions.

Net Worth

Track the value of your assets and liabilities in real time.

View Transactions

Manage ALL your transactions from ALL your accounts. Filter by institution, date, account type and amount. Export, email and print.

Categorise Transactions

Choose from our pre-defined categories or create custom categories and manage your cashflow and budget through automatic transaction categorisation rules.

Calendar Events

Moneysoft automatically recognizes and schedules regular bill payments, loan repayments, and income. You can also add one-off events manually and receive alerts.

Alert Notifications

Be notified if you are over budget, if there is an account error or a large transaction amount was moved from one of your accounts.

Following your free trial, if you wish to continue using Moneysoft (and we're sure you will!),
accounts are just $20 per month (inc GST), wIth no lock-in contract.

You can cancel your account at any time.

No credit card or contract during trial period. Cancel anytime.

Moneysoft Lite

Moneysoft Lite provides a stepping-stone, into cash flow as a service.
So, If you’re looking to increase your existing client services with improved business productivity, Lite gives you that option.

Read more about Moneysoft lite

Moneysoft Pro

A dedicated full-service money management solution, Moneysoft Pro supports financial professionals who offer cash-flow, budgetary and money management coaching, to their clients.

Read more about Moneysoft Pro