Moneysoft Personal Solution
Moneysoft is an online personal financial management solution that brings together all of your information from multiple accounts and different locations. Giving you one easy-to-use view of your finances, Moneysoft deploys banking level security and encryption standards and is not a payment gateway ensuring your financial information is kept safe and only visible to you.
Ideal for tracking your net worth, budget planning, focusing on savings goals or viewing transactions, Moneysoft conveniently enables you to efficiently keep on top of your financial picture. Backed by global fund administrator Link Group, Moneysoft offers superior time saving features, convenience and access to keep track of your finances, at your fingertips.
What can Moneysoft do for you?
Net Worth
From your savings and loans, to investments, property and more, Moneysoft helps you track the value of your assets and liabilities in real time.
Budgeting & Cash Flow
Creates efficiency and time-saving through automation off previous manual cash flow tracking and budgeting processes.
Spend Tracking
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.
More visibility = more results
Manage ALL your transactions from ALL your accounts. Filter by institution, date, account type and amount. Export, email and print.
Real-time data*
Provides a real-time view of linked accounts, properties and other assets in one place
* data collection can also be managed manually.
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.
Pricing Information
Pricing starts at just $20 per month, inclusive of GST and with no lock in contracts!
