Introduction
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.
