Support / FAQs – New Interface

This FAQ applies to the new interface. For help with the old interface, click here

Adviser information

1. At times, business circumstances may change and thus a client may need to be associated to a different adviser within the practice or business. To change the associated adviser of a client locate the client in question from the adviser or admin dashboard and select the “settings” function from the function menu next to the client status.

2. A new window will appear with the client details. Click on the drop down menu labeled “Adviser” and a list of advisers will appear. Select the new adviser and click Save.

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1. To invite a new client, you have to be an administrator or an adviser. A client cannot invite another client. Once you are logged in as to your administrator or adviser dashboard click on the +Invite buttton and select “client”.

2. You will be prompted to complete the fields and once complete select “send invite”. If you have multiple product types within your account you will need to also choose the right pathway of product you wish to invite your client to; e.g Lite or Pro in the example

3. The invited client will receive an email requesting to register and once complete the status of the client be updated based on the status that the client is current in.

The status of the client can be either
1. Invited: Invited, but not yet registered
2. Active: Client has created their account and data is available
To change any of the client’s details, status or products from the administration, adviser portal click on the menu tab located next to the clients status and a pop up will appear.



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1. To Access the adviser or administrator reports click on the ‘Across Client” tab as an adviser. This will display the available reports for your clients. If you are an administrator you will also have an additional function called “Across Advisers” which provides a summary of your advisers and clients reporting.

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1. To Access the client dashboard click on the Individual Clients Tab from the administrator or adviser portal. Once you have found the client in question click on the “View as…” hyperlink and this will direct you to the client dashboard. The access you have is “impersonation” access meaning you can edit, change and administer the clients account in other words “read, write access”. To switch or go back to your admin or adviser dashboard click on the switch back button at the top right of the screen


2. There is also a “search bar” located at the upper left of the screen to search for clients faster

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Budget

To access your budget click on goals and budget tab at the top of the screen tab.
Scroll down below the heat map view and you will see further options in groups. Select the group you want to calculate or set the bill amount for.
Example: entertainment
Click on entertainment category and a drop down menu will appear with all the sub-categories available. Locate the category you wish to change example Travel.
If you have quarterly, annual or period bills and your always falling short then follow this guide. 
Example (Quarterly Instalment): 
I have quarterly council rates for $600. It is May and the next instalment is due in two months. The amount you budget for the next two months is $300p/m. When you pay the bill, the following quarter will be $600/3months i.e. $200. This way your budgeted amount will be accurate for the first two and consecutive months. 
Example (Annual Bill):
I have annual membership for $1200. It is May and the next instalment is due in 9 months – January the following year. The amount you budget for the next 9 months is $133p/m ($1596/12months) x 9 months = $1,200. 
When you pay the membership in January, the following year  you will need to update your budget amount to $1200/12months i.e. $100p/m. This way your budgeted amount will be accurate for the first 9 months and consecutive years from a cash flow perspective.






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1. To access your budget click on goals and budget tab at the top of the screen tab.
A budget will be created based on your last 90 days of transactions when you first begin to link financial accounts and transactions. As more and more transactions are fed in your budget does not auto-calculate.

NOTE: It is good practice to ignore the first auto budget that is created by the system. Instead focus on categorising all your transactions, creating relevant rules, and ensuring your transfers are correct. Once this is complete then proceed to your budget.

You have the option of Manually adding or editing each category of your budget to set amounts you wish to include, including the amount an frequency.

OR

You can select the “Budget Options” menu at the summary section of the budget and choose “Recalculate budget”. The Recalculate budget will provide a pop up window and explanation as to how many historical months of transactions you wish to calculated your new budget from.
Follow the prompts and then your budget will be auto calculated. This is a budget guide. You should still sanity check the amounts for any anomalies and for improved budget accuracy.




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1. Once in the Goals and Budget Screen
You have the option of Manually adding or editing each category of your budget to set amounts you wish to include, including the amount an frequency.
Each time you edit your amounts will auto save and update your whole budget.
NOTE:
Changes and Edits to a budget category occur only for the current and future months, not past months.

2. If you wish to view the transactions that relate to the sub-category scroll to the top heat map and select the category in question. Click on the sub category and click on “view transactions”.


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1. Once in the Goals and Budget Screen, Click on “Budget Options”. A pop up menu will appear


2. Select the export function and then choose the export format whether CSV, PDF or Excel.

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1. Once in the Goals and Budget Screen Click on “Budget Options”. A pop up menu will appear and select “Roll Back”

2. Select the relevant month to rollback your budget to, from the drop down list, then click Rollback

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Calendar

1. Click on the Your Goals and Budget link from the top menu

2. Click on View Calendar to display the current month.
– Use the drop down menus or the previous / next arrows to change the month and year if required

3. Click on a date to open the date window and select Add a New Calendar Item.
– Click Back to Calendar to choose a different date

4. Enter the description, category and value.
Select the frequency from the Repeat drop down menu.
Tick Include in Budget if you wish the amount to be included in your budget.
Once complete, select Add Item.

5. From the date window, you can edit or delete the new calendar item or add another new item.
– Click Back to Calendar to choose a different date
– Click anywhere outside of the date window to close it

6. If you ticketed Include in Budget, the calendar item can be viewed as a scheduled event at the bottom of the calendar.

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1. Link to creating a scheduled budget item.

2. To edit an calendar event, locate the event date in which the event is scheduled on. For example 24th May 2018

3. Click on the Pencil Icon [left of the trash can] and a pop up window will appear. Once you have made your changes, select SAVE Item.

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1. To export your calendar events, click on the “View Calendar” tab from the Goals and Budget Screen. This will expand the calendar

2. Click on the “down arrow” next to the MM/YYYY drop down menu

3. A PDF export format will be downloaded. Make sure your browser allows downloads otherwise you may need to allow “allow downloads” from the software

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Entities

The percentage values within an entity can be changed at any time, by selecting the pencil icon and selecting the Edit Accounts option again.

From here return to the appropriate financial account or property container and edit the percentage value.

Remember the total percentage value for the item cannot exceed 100%, so you may need to reduce the percentage elsewhere before increasing it.

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Entities are managed from the Entities tile on your My Account page. Follow these steps to create an entity:

1. Click on Edit Entities or the ‘Settings’ (Gear) icon to start creating your new entities.

2. Click ‘Create a New Entity’ and enter the Name you wish to call it. For example, it could be a Trust or Business name, the name of a family member or something else that will allow you to quickly recognise the relevance of the items associated with it.

3. Click the tick mark to save the new entity or the X mark to cancel.

4. To add items to an entity, click on the pencil icon and from the Edit Accounts drop down list choose the financial account or property container and then the required item.

5. Then set the percentage you wish to assign to this entity (eg. 50%) and click save to add the item to the entity or cancel to return to the edit screen.

Please note: You can continue to add more items using this same process. It is also possible to change the name of the entity at this stage, if you wish to.

6. Once you have completed adding items to the entity, click the tick mark to save it.

7. When you have finished creating or editing all of your entities, click on the tick mark in the top right of the entities tile to save them all.


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Once you have created your entities, you will be able to filter the reports on the dashboard and your transactions list according to each entity.

On both screens, there is an Entity drop down list.

Choose the entity you wish to display your reports or transactions for and the page will refresh and return the appropriate filtered view.

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If an entity is no longer required, it can be easily deleted by clicking on Edit Entities or the Settings (Gear) icon and then the trash can icon beside the entity you wish to remove.

Choose Delete to complete the removal process or cancel to return to the edit entities screen.

Please note: The items within the deleted entity will remain within Moneysoft, but the percentage value that was previously apportioned to that entity will now be available for reassignment.

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Entities is a new feature within the Moneysoft platform, which allows users to group and apportion assets and liabilities into distinct groupings.

This could be across members or a household, or by separating personal and business/es to make for easier accounting, monitoring and reviewing of account related information.

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Financial Accounts, Properties and Other Accounts (items) can all be assigned to an entity.

The percentage value of that item can then be apportioned to allow for an account to be either wholly assigned to one entity (100%) or, shared across two or more entities (split portions totaling up to a maximum of 100%).

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Financial accounts

1. Click on the My Account from your profile icon

2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

3. Select the institution in which the account is organised by and click on the expland menu item

4. Find the account you wish to edit the name of and click on the Options Menu “Three dots

5. Click on “Edit Accounts” from the menu list and

6. Click on the Account Name line and your edit text cursor will activate

7. Type in your new account name and when complete click Save to save changes.

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1. Click on your account name at the top right of the screen and select My Account.

2. Locate the financial account you wish to unlink, click on the three dots to the right of the account name to open the options menu and select Unlink Account.
– Unlinking your financial account will result in all transaction and balance data history for the account being removed immediately from Moneysoft
– This data history cannot be retrieved

3. From the confirmation window select Close to close the account, or Cancel to stop the process.
– Closing the account will set the account balance to zero and stop the account from being updated, but will retain all transactions and balance history in Moneysoft
– Closed accounts cannot be reopened

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots to the right of the financial account you wish to edit the credentials for.
– This only needs to be done once per account type, i.e. Loan, Banking, Credit Card, etc.

3. Enter the financial account log in credentials, then click Submit.
– This must be done exactly as if logging into the internet banking site for this account
– Entering the incorrect log in credentials will result in account linking failure

4. Wait for the account to complete the linking process.
– This process may take a couple of minutes to complete

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1.Click on your account name at the top right of the screen and select My Account.

2. From the Other Accounts module click on the three dots to the right of the account and select Edit Account.

3. In the pop-up window, you can edit:
– Name
– Current Value
– Credit / Debit
Click Save to update the account, or Cancel to close the window without saving the changes. Note: You cannot change the account type. If this needs to be different, you will need to unlink the original account and add a new one.

4. The edited account will now appear in the Other
Accounts module.

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

3. Use the Search function to locate the Moneysoft Sample option.

4. On the financial account pop-up window, click Link Some Accounts.
– Select cancel if the wrong financial institution was selected

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

3. Select the Manual Data Account option.
Either use the search function to return or scroll through the pages using the left and right arrow buttons at the bottom of the page

4. On the Manual Data Account tile:
– Enter the name you wish to call the account
– Set the account type (Banking, Credit Card or Loan)
– Upload or drop the CSV file containing the transaction data
– Click Save to create the manual account or Cancel to return to the accounts page
The CSV file used to create the manual account, must follow the standard format

5. Common problems associated with CSV files include:
– Using or saving the file as the wrong format, e.g. changing the format from CSV to an Excel file (XLS)
Not entering the data into the CSV template in the same format or order, e.g. placing the credit and debit values in the incorrect columns, or changing the date format from d/mm/yyyy to d/mm/yy, mm/d/yy, d-mm-yyyy or some other combination different from the template

6. To set the account balance:
– Click on the three dots opposite the account name and select Edit Account
– Type the balance into the Account Balance field
Click Save

7. Once the manual data account has been created, you can begin viewing the transactions.
Transactions uploaded from a CSV file will not be categorised. This must be completed manually.

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1. Click on the My Account from your profile icon

2. Click on Linked Properties.
Where an account has no property the number in brackets will be set to (0). All properties added will increase the Linked Properties by (1). Click on the three dots options menu and select “add other property”

3. The Link property tile will appear with information on your options. The two options are
A. “Estimated Value” which is provided by a third party property valuation provider.
B. “Use Manual Value” which you provide the value of the property on best guestimate basis.
If you select the “Estimated Value” option and “address” field will appear for you to type and search your property address. As you begin typing the address starting with the number, street etc, the search field will populate properties matchng your address inputs. When the property returned matches your search criteria select on the property


4. Once you select on the property a property estimate value will be retieved from the third party property provider together with the property attributes incl type of dwelling, number of bedrooms, bathrooms, car spots and land size. You can also expand/collapse this information by selecting on the drop down aroown next to the three dotted options menu.

5. If you select the “Use Manual Value” option a property profile tile will appear for you to compete the fields including Property Type, Address, Value (your own estimate), attributes (bed, bathsa, car spots and land size). Once complete select add property and the information will be added to your account and any data will be reported on in the relevant sections such as Net Worth.

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots at the top right of the Linked Accounts module and select Add Linked Accounts.

3. Select the financial institution you wish to link accounts from.
– Either use the search function to return or scroll through the pages using the left and right arrow buttons at the bottom of the page

4. On the financial account pop-up window, click Link Some Accounts.
– Select cancel if the wrong financial institution was selected

5. From the list of account types, select the one that matches the account to be linked, e.g. banking, credit card, loan, investments, etc.
– Selecting the wrong account type will result in account linking failure

6. Enter the financial account log in credentials, select the correct response from the drop down option menu at the bottom then click Confirm.
– This must be done exactly as if logging into the internet banking site for this account
– Entering the incorrect log in credentials will result in account linking failure
– Some financial institutions have an option for secondary authentication. Only select yes if you use this feature to log into your internet banking site
Some financial institutions use more than one form of secondary authentication, e.g. HSBC. Selecting the incorrect option will result in account linking failure

7. Wait for the token field to appear.
– Before the token code will appear, the system must first confirm that the correct account container has been selected and the correct log in details entered. If either of these are incorrect the account linking will fail
– This process may take a couple of minutes to complete

8. When the Secondary Authentication window opens, enter your secondary information into the field and click Submit
– Secondary authentication could be a token or SMS code, password or answer to a security question
– Enter your secondary authentication within the first 8 – 10 seconds to allow sufficient time for it to be received and processed by the financial institution before the timer runs out

9. Wait for the account to complete the linking process.
– If the secondary authentication is not entered quickly enough the account linking may fail
– Slow internet speeds, interruption to the connection or entering the incorrect details will also cause the account linking to fail
– This process may take a couple of minutes to complete

10. A confirmation window will appear, before returning to the financial institution search window.
– All financial institutions will appear as tiles above the search bar
– The number to the left of the three dots indicates the number of accounts currently being linked
– This number will change during the linking process depending on the number of accounts associated with the account type being linked

11. Clicking on the down arrow on the financial institution for the recently linked account will show the current progress.
– Once the financial accounts have been linked and the transactions uploaded, the refreshing message will be removed
– This can take up to 24 hours depending on the financial institution, but is normally complete within ten minutes
– If the account fails to link an Error Icon will appear on the tile providing some feedback on the reason why it failed

12. Once all accounts from all financial institutes have been linked, you can begin viewing your transactions, setting up your budget and goals, etc.

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots at the top right of the Linked Accounts module and select Manage Linked Accounts.

3. Select the financial institution you wish to link accounts from.
– Either use the search function to return or scroll through the pages using the left and right arrow buttons at the bottom of the page

4. On the financial account pop-up window, click Link Some Accounts.
– Select cancel if the wrong financial institution was selected

5. From the list of account types, select the one that matches the account to be linked, e.g. banking, credit card, loan, investments, etc.
– Selecting the wrong account type will result in account linking failure

6. Enter the financial account log in credentials and click Confirm.
– This must be done exactly as if logging into the internet banking site for this account
– Entering the incorrect log in credentials will result in account linking failure

7. A confirmation window will appear, before returning to the financial institution search window.
– All financial institutions will appear as tiles above the search bar
– The number to the left of the three dots indicates the number of accounts currently being linked
– This number will change during the linking process depending on the number of accounts associated with the account type being linked

8. Clicking on the down arrow on the financial institution for the recently linked account will show the current progress.
– Once the financial accounts have been linked and the transactions uploaded, the refreshing message will be removed
– This can take up to 24 hours depending on the financial institution, but is normally complete within ten minutes
– If the account fails to link an Error Icon will appear on the tile providing some feedback on the reason why it failed

9. Once all accounts from all financial institutes have been linked, you can begin viewing your transactions, setting up your budget and goals, etc.

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots at the top right of the Other Accounts module and select Add Other Account.

3. Set-up the account:
– Select the relevant account type from the first drop down menu
– Enter the account name
– Set the required value
– From the bottom drop down menu select with CR (credit) or DB (debit) to display the value as a positive or negative amount
– Click Add Account to finish

4. The new account will now appear in the Other Accounts module.

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1. Click on the My Account from your profile icon

2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

3. Select the institution in which the account is organised by and click on the expand menu item

4. Find the account you wish to edit and click on the Options Menu “Three dots

5. Click on “Refresh” from the menu list once

6. Once refresh has been select the account refresh action will commence. A “refreshing” status will appear over the account tile and a refresh message will display if you hover over the refreshing status. When the account has successfully refreshed the “Last Refresh” date will be updated. Note: This action should only be taken when an error message appears, your account refresh date is not up to date or there are recent transactions at your institution site which do not appear in Moneysoft.



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1. Click on the My Account from your profile icon

2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

3. Select the institution in which the account is organised by and click on the expland menu item

4. Find the account you wish to edit the name of and click on the Options Menu “Three dots

5. Click on “Balance Only” from the menu list. Balance only is used where you want to track the balance of an account but do not want to display or manage the transactions. If ever required your transactions can be made visible on a balance only account by de-selecting balannce only.
CAUTION: All transactions from previous balance only account will not appearin your Transactions page list. Reporting will also be affected by these new visible transactions and alerts may be triggered.

6. Once you select Balance Only your account will automatically be converted to balance only. A success message will appear at the top of you screen and when you hover over the “three dots” options list you will note the balance only option is highlighted. To reverse or undo this action follow the same steps in reverse order.

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1. Click on the My Account from your profile icon

2. Scroll down to “Properties” and find the property you want to unlink. Click on the Options Menu “Three dots” and select unlink property


3. A confirmation message will appear upon selecting Unlink preoprty and once selected the prperty will be removed from your data set. Note when unlinking any accounts including this will affect any reporting which was previously being reported on.

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1. Click on your account name at the top right of the screen and select My Account.

2. Locate the financial account you wish to unlink, click on the three dots to the right of the account name to open the options menu and select Unlink Account.
– Unlinking your financial account will result in all transaction and balance data history for the account being removed immediately from Moneysoft
– This data history cannot be retrieved

3. A confirmation window will open.
– Click Cancel to stop the unlinking process and return to the manage accounts page
– Click Unlink to remove the financial account from your Moneysoft account

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1. Click on the My Account from your profile icon

2. From the Other Accounts module click on the three dots to the right of the account and select Unlink Account.

3. In the confirmation window select Unlink to remove the account or Cancel to close the window and retain the account.

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1. Click on your account name at the top right of the screen and select My Account.

2. Click on the three dots to the right of the financial account you wish to edit the credentials for.
– This only needs to be done once per account type, i.e. Loan, Banking, Credit Card, etc.

3. Enter the financial account log in credentials, select the correct response from the drop down option menu at the bottom then click Submit.
– This must be done exactly as if logging into the internet banking site for this account
– Entering the incorrect log in credentials will result in account linking failure
– Some financial institutions have an option for secondary authentication. Only select yes if you use this feature to log into your internet banking site
– Some financial institutions use more than one form of secondary authentication, e.g. HSBC. Selecting the incorrect option will result in account linking failure

4. Wait for the token field to appear.
– Before the token code will appear, the system must first confirm that the correct account container has been selected and the correct log in details entered. If either of these are incorrect the account linking will fail
– This process may take a couple of minutes to complete

5. When the Secondary Authentication window opens, enter your secondary information into the field and click Submit
– Secondary authentication could be a token or SMS code, password or answer to a security question
– Enter your secondary authentication within the first 8 – 10 seconds to allow sufficient time for it to be received and processed by the financial institution before the timer runs out

6. Wait for the account to complete the linking process.
– If the secondary authentication is not entered quickly enough the account linking may fail
– Slow internet speeds, interruption to the connection or entering the incorrect details will also cause the account linking to fail
This process may take a couple of minutes to complete

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1. Click on the My Account from your profile icon

2. Scroll down to Linked Accounts tile, and click on the Options Menu “Three dots” and select Manage Linked Accounts

3. Select the institution in which the account is organised by and click on the expand menu item

4. Find the account you wish to edit and click on the Options Menu “Three dots

5. Click on “Attachments” from the menu list once and a pop up will appear. Select on drag of click to upload

6. Select the file you want to associate or upload to the account from your location e.g computer / desktop. Example is a bank statement. Choose to upload the file by and once complete a message will appear with the new attachment. If you select the wrong attachment of change you mind select the “bin” image to clear otherwise click on the “X” to complete the action.

7. Successful attachment upload is verified by the attachment link symbol increasing by 1 or how ever many attachments you have uploaded.

8. To navigate to the document or attachment you can either click on link or navigate to the documents tile which displays all your uploaded attachments. Documents and attachments are organised by association whether associated to an account or not.

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InstitutionMFAStatus
28 Degrees MasterCard (Australia)NullFull
AAMI (Australia) – InsuranceNullBeta
Acorns (Australia) – InvestmentsNullFull
Adelaide Bank (Australia) – BankingNullFull
Adelaide Bank (Australia) – BillsNullBeta
Adelaide Bank (Australia) – Credit CardNullFull
Adelaide Bank (Australia) – LoanNullBeta
Adelaide Bank (Australia) – MortgageNullFull
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Allianz (Australia) – InsuranceNullBeta
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AMP (Australia) – LoanNullFull
AMP North Super Personal (Australia) – InvestmentsNullFull
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ANZ (Australia) – LoanNullFull
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ANZ Prepaid Cards (Australia) – BankingNullFull
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Apia (Australia) – InsuranceNullBeta
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Asteron Life (Australia) – InvestmentsNullFull
Aussie Credit Card (Australia)NullFull
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Australian Ethical Super (Australia) – InvestmentsNullBeta
Australian Executor Trustees (Australia) – InvestmentsNullBeta
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Bank of Queensland (Australia) – RewardsNullBeta
Bank of sydney Personal Bank (Australia)NullBeta
Bank of sydney Personal Bank (Australia) – Credit CardNullBeta
Bank of sydney Personal Bank (Australia) – LoanNullBeta
Bank of us (Australia) – BankingNullFull
Bank of us (Australia) – Credit CardNullFull
Bank of us (Australia) – LoanNullFull
BankSA (Australia) – BankingNullFull
BankSA (Australia) – Bills & TransfersNullBeta
BankSA (Australia) – Credit CardNullFull
BankSA (Australia) – InsuranceNullFull
BankSA (Australia) – LoanNullFull
BankSA (Directshares) (Australia) – InvestmentsNullFull
BankSA Business Banking (Australia) – BankingNullFull
Bankstown City Unity Bank (Australia)NullBeta
BankVic (Australia) – BankingImageFull
BankWest (Australia) – BankingNullFull
BankWest (Australia) – Bills & TransfersNullFull
BankWest (Australia) – Credit CardNullFull
BankWest (Australia) – LoanNullFull
BankWest Business Banking (Australia)TokenFull
bcu (Australia) – BankingTokenFull
bcu (Australia) – Credit CardTokenFull
bcu (Australia) – InsuranceTokenBeta
bcu (Australia) – LoanTokenFull
Bell Direct (Australia) – InvestmentsNullFull
Bell Potter (Australia) – InvestmentsNullFull
Bendigo Bank (Australia) – BankingTokenFull
Bendigo Bank (Australia) – Bills & TransfersTokenFull
Bendigo Bank (Australia) – Credit CardTokenFull
Bendigo Bank (Australia) – LoanTokenFull
Beyond Bank (Australia)NullFull
Beyond Bank (Australia) – Bills & TransfersNullBeta
Beyond Bank (Australia) – Credit CardNullFull
Beyond Bank (Australia) – MortgageNullBeta
Beyond Bank (Australia) – RewardsNullBeta
Big Sky (Australia) – BankingNullBeta
Big Sky (Australia) – BillsNullBeta
Big Sky (Australia) – Credit CardNullBeta
Big Sky (Australia) – LoanNullBeta
Boardroom (InvestorServe) (Australia) – InvestmentsNullFull
BOQ Specialist (Australia) – BankingTokenFull
BOQ Specialist (Australia) – Credit CardTokenFull
BOQ Specialist (Australia) – LoanTokenFull
BrokenHill community CU Bank (Australia)NullFull
BrokenHill community CU Bank (Australia) – Credit CardNullBeta
BrokenHill community CU Bank (Australia) – InsuranceNullBeta
BrokenHill community CU Bank (Australia) – InvestmentsNullBeta
BrokenHill community CU Bank (Australia) – LoanNullFull
BT Investor wrap (Australia)NullFull
BT Online Investor (Australia)NullFull
BT panorama (Australia) – InvestmentsNullFull
BUSSQ (Australia) – InvestmentsNullFull
Buyer's edge (Australia) – Credit CardSecurityFull
Capricornian Bank (Australia)NullFull
CardServices Online (Australia) – Credit CardTokenFull
CareSuper (Australia) – InvestmentsNullFull
Cash Management – nabtrade (Australia)NullFull
Catholic Development Fund (Australia) – BankingNullBeta
Catholic Development Fund (Australia) – InvestmentsNullBeta
Catholic Super – CSF (Australia) – InvestmentsNullFull
CBHS (Australia) – BillsNullBeta
Cbus (Member SuperSite) (Australia) – InvestmentsNullFull
Central West CU (Australia) – BankingTokenFull
Certegy EziPay (Australia) – LoanNullBeta
Choiceland (Australia) – LoanNullFull
Christian super memberlogin (Australia) – InvestmentsNullFull
CitiBank (Australia)NullFull
CitiBank (Australia) – Bills & TransfersNullBeta
CitiBank (Australia) – Credit CardNullFull
CitiBank (Australia) – LoanNullFull
Class (Australia) – InvestmentsNullFull
club plus SUPERANNUATION (Australia) – InvestmentsNullFull
CMC Markets (Australia) – InvestmentsNullFull
Coastline CU Bank (Australia)NullFull
Coastline CU Bank (Australia) – Credit CardNullBeta
Coastline CU Bank (Australia) – LoanNullFull
Coles MasterCard (Australia)SecurityFull
Colonial First State Investment (Australia)NullFull
Colonial First State Wrap (Australia) – InvestmentsNullFull
Commonwealth Bank – Employee Equity Plan (Australia) – InvestmentsNullFull
Commonwealth Bank (CommBiz) (Australia) – BankingTokenFull
Commonwealth Bank (CommBiz) (Australia) – Credit CardTokenFull
Commonwealth Bank (CommBiz) (Australia) – LoanTokenBeta
Commonwealth Bank CBA (Australia) – BankingTokenFull
Commonwealth Bank CBA (Australia) – Bills & TransfersTokenFull
Commonwealth Bank CBA (Australia) – Credit CardTokenFull
Commonwealth Bank CBA (Australia) – InvestmentsNullFull
Commonwealth Bank CBA (Australia) – LoanTokenFull
Commonwealth Bank staff superfund (Australia) – InvestmentsNullBeta
Commonwealth CBA (Australia) – InsuranceNullBeta
Commonwealth Superannuation Corporation – Pensioner Login (Australia) – InvestmentsNullFull
Commonwealth Superannuation Corporation DFRDB (Australia) – InvestmentsNullFull
CommSec (Australia) – InvestmentsTokenFull
CommSec (Australia) – LoanTokenBeta
CommSec Adviser Services -Trading & Cash (Australia)NullFull
CommSec Adviser Services-Investor (Australia) – InvestmentsNullBeta
CommSec Cash Management (Australia) – BankingTokenFull
Community First CU (Australia) – BankingNullFull
Computershare – Issuer Online (Australia) – InvestmentsNullBeta
Computershare -Employee Plan Members (Australia) – InvestmentsSecurityFull
Computershare Investor Centre (Australia) – InvestmentsSecurityFull
Connective Home Loans (Australia)NullFull
CreditLine card (Australia)SecurityFull
Crestone Wealth Management (Australia)NullBeta
CU SA (Australia) – BankingNullFull
CU SA (Australia) – Credit CardNullFull
CU SA (Australia) – InsuranceNullBeta
CU SA (Australia) – LoanNullFull
CUA (Australia) – BankingNullFull
CUA (Australia) – Credit CardNullFull
CUA (Australia) – InsuranceNullBeta
CUA (Australia) – LoanNullFull
Cuscal (Australia) – BankingNullBeta
Cuscal (Australia) – LoanNullBeta
David Jones (American Express Card) (Australia) – Credit CardNullFull
David Jones (American Express Rewards) (Australia)NullFull
Defence Bank (Australia) – BankingNullFull
Defence Bank (Australia) – Bills & TransfersNullBeta
Defence Bank (Australia) – Credit CardNullFull
Defence Bank (Australia) – LoanNullFull
DEFT Payment Systems (Australia) – BankingNullBeta
DEFT Payment Systems (Australia) – BillsNullBeta
DEFT Payment Systems (Australia) – Credit CardNullBeta
Delphi Bank (Australia)NullBeta
Delphi Bank (Australia) – Credit CardNullBeta
Delphi Bank (Australia) – InvestmentsNullBeta
Delphi Bank (Australia) – LoanNullBeta
Desktop Broker (Australia) – InvestmentsNullFull
Diners Club (Australia) – Credit CardSecurityFull
Diners Club (Australia) – RewardsNullBeta
Easy Street (Australia) – MortgageNullBeta
EISS (Australia) – InvestmentsNullFull
Encircle (Australia) – InvestmentsNullBeta
Energy Australia (Australia) – BillsNullBeta
Energy Super (Australia) – InvestmentsNullFull
Equip Super (Australia) – InvestmentsNullFull
Equity Trustees (Australia) – InsuranceNullBeta
Equity Trustees (Australia) – InvestmentsNullBeta
Esso Employees CU Bank (Australia)NullFull
Esso Employees CU Bank (Australia) – Credit CardNullBeta
Esso Employees CU Bank (Australia) – InvestmentsNullBeta
Esso Employees CU Bank (Australia) – LoanNullBeta
ESSSuper (Australia) – InvestmentsNullFull
Evans & Partners (Australia) – InvestmentsNullBeta
Event Cinemas (Australia) – RewardsNullBeta
eway (Australia) – BankingNullFull
Eziway Salary Packaging (Australia) – LoanNullBeta
FIDANTE (Australia) – InvestmentsNullBeta
Fire Services CU (Australia) – BankingNullFull
Fire Services CU (Australia) – Credit CardNullBeta
Fire Services CU (Australia) – LoanNullBeta
Firefighters Mutual Bank (Australia)NullFull
Firefighters Mutual Bank (Australia) – Credit CardNullFull
Firefighters Mutual Bank (Australia) – LoanNullFull
First Option CU (Australia) – BankingNullBeta
First State Super (Australia) – InvestmentsMultiFull
First Super (Australia) – InvestmentsNullFull
Firstmac (Australia) – BankingNullFull
Firstmac (Australia) – Credit CardNullBeta
Firstmac (Australia) – InvestmentsNullBeta
Firstmac (Australia) – LoanNullFull
FlexiPurchase (Australia) – Credit CardNullBeta
Fly Buys (Australia) – RewardsSecurityFull
Fox Symes Debt Solutions (Australia) – LoanNullBeta
Franklins (Australia) – RewardsNullBeta
FSP portfolio services (Australia) – InvestmentsNullBeta
G & C Mutual Bank (Australia)ImageFull
G & C Mutual Bank (Australia) – Credit CardImageFull
G & C Mutual Bank (Australia) – LoanImageFull
Gamma Asset Management (Australia) – InvestmentsNullBeta
Gateway CU (Australia) – BankingNullFull
Gateway CU (Australia) – LoanNullFull
GE GO Business MasterCard (Australia)SecurityFull
GE Home Loan (Australia)NullFull
Gem Visa (Australia) – Credit CardNullFull
GESB (Australia) – InvestmentsNullFull
Goldman Sachs (Australia) – InvestmentsNullBeta
Goulburn Murray Amigo Card (Australia)NullBeta
Goulburn Murray Bank (Australia)NullBeta
Goulburn Murray Bank (Australia) – LoanNullBeta
Government Super – PSSap (Australia) – InvestmentsNullBeta
Greater Bank (Australia)ImageFull
Greater Bank (Australia) – Credit CardImageFull
Greater Bank (Australia) – LoanImageFull
Grow Wrap (Australia) – InvestmentsNullFull
Heritage Bank (Australia) – BankingNullFull
Heritage Bank (Australia) – Bills & TransfersNullFull
Heritage Bank (Australia) – Credit CardNullFull
Heritage Bank (Australia) – LoanNullFull
Heritage Isle CU (Australia) – BankingImageBeta
Heritage Isle CU (Australia) – Credit CardImageBeta
Heritage Isle CU (Australia) – LoanImageBeta
Hesta Super Fund – Member Online (Australia) – InvestmentsNullFull
Holiday Coast CU (Australia) – BankingTokenFull
Holiday Coast CU (Australia) – LoanTokenBeta
HomeLoans.com – Optima (Australia) – LoanNullBeta
HomeLoans.com (Australia) – LoanNullFull
Horizon CU (Australia) – BankingNullFull
Horizon CU (Australia) – Credit CardNullBeta
Horizon CU (Australia) – LoanNullBeta
Host Plus (Australia) – InvestmentsNullFull
HostPlus Executive (Australia) – InvestmentsNullBeta
Hoyts (Australia) – RewardsNullBeta
HSBC Bank (Australia) – BankingMultiFull
HSBC Bank (Australia) – Bills & TransfersMultiBeta
HSBC Bank (Australia) – Credit CardMultiFull
HSBC Bank (Australia) – LoanMultiFull
HSBC Bank Business Banking (Australia)TokenBeta
HSBC Credit Cards Online (Australia)NullFull
HSBC Online Share Trading (Australia) – InvestmentsNullFull
HUB24 (Australia) – InvestmentsNullFull
Hume Bank (Australia)NullFull
Hume Bank (Australia) – Credit CardNullBeta
IGA (Australia) – RewardsNullBeta
Illawarra CU (Australia) – BankingSecurityBeta
IMB Building Society (Australia) – BankingNullFull
IMB Building Society (Australia) – LoanNullFull
Implemented Portfolios (Australia) – InvestmentsNullFull
ING (Australia) – BankingNullFull
ING (Australia) – Credit CardNullBeta
ING (Australia) – InvestmentsNullFull
ING (Australia) – LoanNullFull
Interactive Brokers (Australia)TokenBeta
Intrust Super (Australia) – InvestmentsNullFull
Investment Exchange (Australia)NullFull
Investor Online (Australia) – InvestmentsNullFull
IOOF (Australia) – InvestmentsNullFull
JB Were (Australia) – InvestmentsNullBeta
Jetstar Mastercard (Australia)MultiFull
Joseph Palmer & Sons (Australia) – InvestmentsNullBeta
Keystart Home Loans (Australia)NullBeta
Kinetic Superannuation (Australia) – InvestmentsNullFull
La Trobe Financial investments (Australia)NullBeta
La Trobe Financial investments (Australia) – InsuranceNullBeta
La Trobe Financial investments (Australia) – LoanNullBeta
Laboratories CU (Australia) – BankingNullBeta
Latitude Eco MasterCard (Australia)SecurityFull
Latitude Finance GO MasterCard (Australia)NullFull
Latitude Low Rate MasterCard (Australia)NullFull
Latitude MasterCard (Australia)NullFull
Legal Super (Australia) – InvestmentsNullFull
LGIA super (Australia) – InvestmentsNullFull
Liberty Finance Bank (Australia)NullBeta
Liberty Finance Bank (Australia) – LoanNullFull
Link Market Services – Investor Login (Australia)MultiFull
Link Market Services (Employee Service Centre) (Australia) – InvestmentsNullFull
Link Market Services (Plan Participant Access) (Australia)ImageFull
Loans.Com.AU (Australia) – BankingNullFull
Loans.Com.AU (Australia) – LoanNullFull
Local Government Super (Australia) – InvestmentsNullFull
Lombard (Australia) – Credit CardImageFull
Lutheran Laypeoples League (Australia) – BankingNullBeta
Macarthur CU (Australia) – BankingImageFull
Macquarie Bank – Mortgage (Australia)NullFull
Macquarie Bank (Advisers GearUp) (Australia) – InvestmentsNullFull
Macquarie Bank (Advisers Wrap) (Australia) – InvestmentsNullFull
Macquarie Bank (Australia)NullFull
Macquarie Bank (Australia) – Bills & TransfersNullFull
Macquarie Bank (Australia) – Credit CardNullFull
Macquarie Bank (Australia) – InvestmentsNullFull
Macquarie Bank (Australia) – LoanNullBeta
Maitland Mutual Building Society (Australia) – BankingMultiFull
Maitland Mutual Building Society (Australia) – InvestmentsMultiBeta
Maitland Mutual Building Society (Australia) – LoanMultiBeta
Maritime Mining Power CU – BankImageFull
Maritime Mining Power CU – Credit CardImageBeta
Maritime Mining Power CU – LoanImageFull
Maritime Super (Australia) – InvestmentsNullFull
Mason Stevens (Australia) – InvestmentsNullBeta
Max Super (Australia) – InvestmentsNullFull
Medfin – Medical finance and Loan Service (Australia)NullFull
Mediasuper Investments (Australia)NullFull
Members Equity Bank (ME Bank) (Australia) – BankingNullFull
Members Equity Bank (ME Bank) (Australia) – Bills & TransfersNullFull
Members Equity Bank (ME Bank) (Australia) – Credit CardNullFull
Members Equity Bank (ME Bank) (Australia) – LoanNullFull
Mercer investment (Australia)NullFull
Military Superannuation (Australia) – InvestmentsNullFull
Mine Wealth (Australia) – InvestmentsNullBeta
MLC (Australia) – InvestmentsNullFull
Morgan Stanley (Australia) – InvestmentsNullFull
Morgan Stanley Australia Portfolio (Australia) – InvestmentsNullFull
Morgans (Australia) – InvestmentsNullFull
Mortgage Choice (Australia) – BankingNullBeta
Mortgage Choice (Australia) – Credit CardNullFull
Mortgage Choice (Australia) – LoanNullFull
Mortgage Choice Investment (Australia)NullFull
Mortgage Ezy (Australia) – LoanNullBeta
MTAA Super Fund – Member Online (Australia) – InvestmentsNullFull
Multiport (Australia) – InvestmentsNullBeta
Myer Card (Australia)SecurityFull
MYER one (Australia) – RewardsNullFull
Myer VISA Card (Australia)NullFull
myMOVE Banking (Australia)TokenFull
MyState card (Australia)NullFull
MyState Financial CU (Australia) – BankingImageFull
NAB Connect (Australia) – BankingTokenFull
NAB Connect (Australia) – Credit CardTokenFull
NAB Connect (Australia) – LoanTokenFull
NAB Equity Lending (Australia) – InvestmentsNullFull
NAB Equity Lending (Australia) – LoanNullFull
NAB Internet (Australia) – BankingNullFull
NAB Internet (Australia) – Bills & TransfersNullFull
NAB Internet (Australia) – Credit CardNullFull
NAB Internet (Australia) – InsuranceNullFull
NAB Internet (Australia) – LoanNullFull
NAB Trade (Australia) – InvestmentsNullFull
Nationalcorp – Adelaide Bank (Australia) – LoanNullBeta
netwealth (ShareTrading) (Australia)NullFull
netwealth (Superannuation) (Australia) – InvestmentsNullFull
Newcastle Permanent (Australia) – BankingNullFull
Newcastle Permanent (Australia) – Bills & TransfersNullBeta
Newcastle Permanent (Australia) – Credit CardNullFull
Newcastle Permanent (Australia) – InsuranceNullBeta
Newcastle Permanent (Australia) – InvestmentsNullBeta
Newcastle Permanent (Australia) – LoanNullFull
Newcastle Permanent Business Banking (Australia) – BankingNullFull
NGS super (Australia) – InvestmentsNullFull
Northern Beaches CU (Australia) – BankingNullBeta
Northern Beaches CU (Australia) – InsuranceNullBeta
Northern Beaches CU (Australia) – LoanNullBeta
Northern Inland CU (Australia) – BankingNullBeta
Northern Inland CU (Australia) – Credit CardNullBeta
Northern Inland CU (Australia) – LoanNullBeta
NRMA (Australia) – InsuranceNullBeta
OC Funds (Australia) – InvestmentsNullBeta
Once Cards (Australia)ImageBeta
One Direct – Mortgages (Australia)NullFull
OnePath (ANZ) (Advisors) (Australia)NullBeta
OnePath -Customer (Australia) – InvestmentsNullFull
Open Markets (Australia) – InvestmentsNullBeta
OPTUS (Australia) – BillsNullBeta
Orange CU (Australia) – BankingMultiFull
Ord Minnet (Australia) – InvestmentsNullFull
Origin Energy (Australia) – BillsNullBeta
Origin MMS (Australia) – LoanNullFull
Paterson Securities (Australia)NullBeta
Pengana Capital (Australia) – InvestmentsNullBeta
Peoples Choice CU (Australia) – BankingTokenFull
Peoples Choice CU (Australia) – Credit CardNullFull
Peoples Choice CU (Australia) – LoanNullFull
Pepper money Home loan (Australia)NullFull
Pepper money Home loan (Australia) – BankingNullFull
Pepper money personal loan (Australia)NullBeta
Perpetual Investments (Australia)NullFull
PLAN Lending (Australia) – LoanNullFull
Platinum Asset Management (Australia) – InvestmentsNullBeta
Plum (Australia) – InvestmentsNullFull
PN Bank (Australia)NullFull
PN Bank (Australia) – Credit CardNullFull
PN Bank (Australia) – LoanNullFull
Police Bank (Australia)ImageFull
Police Bank (Australia) – Credit CardImageFull
Police Bank (Australia) – LoanImageFull
Police CU (Australia) – BankingImageFull
Police CU (Australia) – LoanImageFull
Praemium (Australia) – InvestmentsNullFull
Priceline Sister Club (Australia) – RewardsNullFull
Primesuper (Australia) – InvestmentsNullFull
Public Sector Superannuation Scheme (Australia) – InvestmentsNullFull
Pulse CU (Australia) – BankingNullBeta
Pulse CU (Australia) – Credit CardNullBeta
Pulse CU (Australia) – LoanNullBeta
Qantas Cash (Australia) – BankingNullFull
Qantas Cash (Australia) – Credit CardNullBeta
Qantas Frequent Flyer (Australia) – RewardsTokenFull
Qantas Money (Australia) – Credit CardTokenBeta
QBank (Australia)NullBeta
QPCU (Australia) – BankingNullFull
QPCU (Australia) – Credit CardNullBeta
QPCU (Australia) – LoanNullBeta
QSuper (Australia) – InvestmentsNullFull
Qudos Bank (Australia) – BankingNullFull
Qudos Bank (Australia) – Bills & TransfersNullFull
Qudos Bank (Australia) – Credit CardNullFull
Qudos Bank (Australia) – LoanNullFull
Queensland Country CU (Australia) – BankingTokenFull
Queensland Country CU (Australia) – Credit CardTokenBeta
Queensland Country CU (Australia) – InsuranceTokenBeta
Queensland Country CU (Australia) – LoanTokenFull
Queenslanders CU (Australia) – BankingNullFull
Queenslanders CU (Australia) – Credit CardNullBeta
Queenslanders CU (Australia) – InsuranceNullBeta
Queenslanders CU (Australia) – LoanNullFull
RaboBank (Australia)TokenFull
RaboDirect (Australia) – BankingTokenFull
RAC WA (Australia) – LoanNullBeta
RACQ Bank (Australia)NullFull
RACQ Bank (Australia) – Credit CardNullBeta
RACQ Bank (Australia) – LoanNullFull
RAMS (Australia) – BankingNullFull
RAMS (Australia) – InvestmentsNullBeta
RAMS (Australia) – LoanNullFull
Rate Setter (Australia) – BankingNullBeta
Rate Setter (Australia) – LoanNullFull
Regional Australia Bank (Australia)NullFull
Regional Australia Bank (Australia) – Credit CardNullBeta
Regional Australia Bank (Australia) – LoanNullBeta
REI Super (Australia) – InvestmentsNullBeta
RESIMAC HOME LOANS (Australia)NullBeta
RESIMAC Limited (Australia) – LoanNullBeta
Rest Industry Super (Australia) – InsuranceNullFull
Rest Industry Super (Australia) – InvestmentsNullFull
Rewards central (Australia)NullFull
Rock Building Society (Australia) – BankingNullFull
Rock Building Society (Australia) – Bills & TransfersNullBeta
Rock Building Society (Australia) – LoanNullFull
Rural Bank (Australia)TokenBeta
Rural Bank (Australia) – LoanTokenBeta
Russell Investments Superannuation (Australia)NullBeta
Sandhurst Trustees smart options (Australia) – InvestmentsNullBeta
Sanford Securities (Australia)NullFull
Sanford Securities (Australia) – RewardsNullFull
SCU More Generous Banking (Australia) – BankingNullFull
SCU More Generous Banking (Australia) – LoanNullBeta
Select Encompass CU (Australia) – BankingNullFull
Sequoia Financial Group (Australia) – InvestmentsNullBeta
Service One Mutual Limited (Australia) – BankingNullBeta
Sharesight (Australia) – InvestmentsNullBeta
Shaw and Partners (Australia) – InvestmentsNullBeta
Smarter Money Investments (Australia)NullBeta
Society One – Investments (Australia)NullBeta
Society One (Australia) – LoanNullBeta
South West CU (Australia) – BankingNullBeta
South West CU (Australia) – Credit CardNullBeta
South West CU (Australia) – LoanNullBeta
Southern Cross CU (Australia) – BankingMultiFull
Southern Cross CU (Australia) – LoanMultiFull
St George (Auto & Equipment Finance) (Australia) – LoanNullBeta
St. George Bank (Australia)NullFull
St. George Bank (Australia) – Bills & TransfersNullFull
St. George Bank (Australia) – Credit CardNullFull
St. George Bank (Australia) – InsuranceNullBeta
St. George Bank (Australia) – LoanNullFull
St. George Bank (Margin Lending) (Australia) – InvestmentsNullFull
St. George Bank Business Banking (Australia)NullFull
St. George Bank -DirectShares (Australia) – InvestmentsNullFull
StarNet (Australia) – LoanNullFull
State Custodians (Australia) – BankingNullFull
State Custodians (Australia) – MortgageNullFull
StatewideSuper (Australia) – InvestmentsNullFull
Stockspot (Australia) – InvestmentsNullFull
SUMMERLAND CU (Australia) – BankingNullFull
Suncorp (Australia) – BankingTokenFull
Suncorp (Australia) – Bills & TransfersTokenBeta
Suncorp (Australia) – Credit CardTokenFull
Suncorp (Australia) – LoanTokenFull
Suncorp Super (Australia) – InvestmentsNullBeta
SunSuper (Australia) – InvestmentsNullFull
Super SA (Australia) – InvestmentsNullFull
SWSCU (Australia) – BankingNullFull
Teachers Mutual Bank (Australia)NullFull
Teachers Mutual Bank (Australia) – Credit CardNullFull
Teachers Mutual Bank (Australia) – LoanNullFull
Telstra (Australia) – BillsNullFull
Telstra Super (Australia) – InvestmentsNullBeta
Toyota Financial Services (Australia) – LoanNullFull
TPG (Australia) – BillsNullBeta
Traditional CU Bank (Australia)NullBeta
Traditional CU Bank (Australia) – LoanNullBeta
TruePillars (Australia) – LoanNullBeta
Twusuper (Australia) – InvestmentsNullBeta
UBank (Australia)NullFull
UBank (Australia) – InvestmentsNullBeta
UBank (Australia) – LoanNullFull
UniSuper (Australia) – InvestmentsNullFull
Vanguard Investments (Investor) (Australia)NullFull
Velocity Global Wallet (Australia) – BankingSecurityFull
Velocity Global Wallet (Australia) – InvestmentsSecurityBeta
Velocity Rewards (Australia)NullFull
VicSuper (Australia) – InvestmentsNullFull
Victoria Teachers Mutual Bank (Australia) – BankingNullFull
Victoria Teachers Mutual Bank (Australia) – Credit CardNullFull
Victoria Teachers Mutual Bank (Australia) – LoanNullFull
Virgin Money (Australia) – BankingMultiBeta
Virgin Money (Australia) – Credit CardMultiFull
Virgin Money (Super) (Australia) – InvestmentsImageFull
Virgin Money Home Loans (Australia)NullFull
Virgin Money Loan(Reward me Home Loans) (Australia)NullBeta
Vision Super (Australia) – InvestmentsNullFull
VMAPS (Australia) – BankingNullBeta
Vodafone (Australia) – BillsNullFull
Wa Super Investment (Australia)NullFull
Warwick CU (Australia) – BankingNullFull
Warwick CU (Australia) – LoanNullBeta
WAW Smart Banking (Australia) – BankingTokenBeta
Wealthtrac Superannuation (Australia) – InvestmentsNullBeta
Wesfarmers Super (Australia) – InvestmentsNullFull
Westpac (Australia) – BankingNullFull
Westpac (Australia) – Bills & TransfersNullFull
Westpac (Australia) – Credit CardNullFull
Westpac (Australia) – InvestmentsNullFull
Westpac (Australia) – LoanNullFull
Westpac Business (Australia) – BankingNullFull
Westpac Business (Australia) – Credit CardNullFull
Westpac Business (Australia) – LoanNullFull
Westpac Corporate (Australia) – BankingNullFull
Westpac Online Investing (Australia) – InvestmentsNullFull
Westpac rewards (Australia)NullBeta
Wizard Home Loans (Australia)NullFull
Woolworth Employees CU (Australia) – BankingImageBeta
Woolworth Employees CU (Australia) – Credit CardImageBeta
Woolworth Employees CU (Australia) – InsuranceImageBeta
Woolworth Employees CU (Australia) – LoanImageBeta
Woolworths Everyday Money Credit Card (Australia)NullFull
Woolworths Ezy Banking (Australia)NullFull
Woolworths Ezy Banking (Australia) – Credit CardNullFull
Woolworths Group Investor (Australia)NullFull
Woolworths Rewards (Australia)NullFull
World homes Loans (Australia)NullBeta
Yellow Brick Road (Australia) – LoanNullBeta
YourLease (Australia) – LoanNullBeta
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Goals

1. Goals are linked to your budget. To access the goal menu and functions click on the Your Goals and Budget Tab at the top of the screen

2. Click on “+ New Goal” and a new screen will appear

3. There are two types of goal options.
– Save Money being accumulation goals OR
– Reduce Debt being reduction of balance goals
Think about the type of goal you are creating. Are you working towards a future balance to increase (such as a saving balance) or are you contributing to reduce a balance (such as a loan)

4. If you select “save money” then you will be prompted to complete what you are saving for. Or if you are reducing you will automatically be prompted to complete the description field

5. Complete the rest of the fields once you have selected the goal type and entered the goal description.
Note: You can start a goal at future date by selecting the starting date in the future
At all time your finishing date must be post the starting date

6. If you goal is explicitly linked to a particular account like a savings account, home loan or credit card then select the Link Financial Account Option.
This will provide you with a list of your financial accounts and the goal balance will be tracked against the balance retrieved on a monthly basis.
Note: You are requesting to link an account to your goal.
By linking an account to this goal you will not be able to also use the manual contribution function, however any activity within the account will be calculated against the goal.

Choose the account that your goal is associated to.
Note: You can select multiple accounts just repeat the process of linking financial account. If two or more accounts the system will automatically add the two balances together when calculating and reporting against the goal.


7. Once you have verified all the details are correct select create goal.
You will be prompted to Save thereafter again. This validates that your goal will now be created.

8. Once you goal is created your goal will appear in the Goals and Budget Screen
If starting date is immediate as; Active Goal
If starting date is in future as; Scheduled Goal
When goal is completed: Completed Goals

9. Active Goals will appear first as the attached with a summary of the detail

Note: As goals are explicitly linked to budget (in other words you cannot work towards a financial goal without physical budget/Cashflow adjustments any shortfalls in goal values or if a goal cannot be reached because your budget or Cashflow does not warrant it will be displayed as a warning

You will also be presented with an high level overview to the right of how your budget and goals are calculated and your position
If you are in “Monthly Surplus” this means you have adequate Cashflow against your budget to meet your goal(s).
If you are in Monthly Deficit” like in the picture above this means you cannot reach your goal based on the current information.
Your options from here are to change edit your budget to reflect the changes you are going to make to bring your position back into surplus OR
Adjust the goal details such as extending the end date, reducing the goal balance etc to reduce the amount monthly required to meet the goal.

See editing goal FAQ or editing budget.

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Refer to Manually Contribute an Amount to a Goal

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1. To Edit a goal click on the magnifying glass to the right of the goal summary

2. You can edit any part of the goal detail from this screen including; Goal Details, Accounts Linked to the Goal, uploading your own photo or picture to visualise the goal,
Note: Any changes to the goal details and linked accounts and or calculations will also be reflected in the summary graph and Monthly goal summary when you scroll down the page

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Refer to Add a goal

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1. To manually contribute to a goal your goal must not be linked to a financial account when setting up. This means that you will need to manually assign transactions or contributions to a goal to re-calculate or adjust the goal value over time.

2. To manually contribute to a goal you can either do it from the goal screen after selecting the goal you want to contribute to – if manual goal – selecting the magnifying glass and scroll down to the “add contribution” tab

3. Enter the contribution amount in the value section. E.g $1,000 and click add contribution

4. Your new contribution will be added and the goal calculations and values will be updated to reflect the contribution amount

5. Note: TO REMOVE a goal contribution simply follow the above steps however add a (-ve) value in front of the amount. This will recalculate after you click “add contribution” and reverse.
Your net position (goal net position) will also be adjusted to reflect the values reversed.



6. You can also add a contribution via the transactions screen by locating the transaction you want to add and click on the three dotted option menu at the right of the transaction line. A pop up will appear and select “Link to GOAL”

7. If you have more than one goal in your system you will be asked to select which goal to link the transaction to via the following screen. Select the goal and click link.

8. You transaction will now have a symbol added which is the “Linked to Goal: symbol so you can easily identify

9. Your goal summary will also be updated with the new transaction details

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1. To Edit a goal click on the magnifying glass to the right of the goal summary and to the right you will see the goal image. There are default images that are pre-loaded from the system however you can upload your own

2. To change the image of a goal select the “change photo” button below the image tile

3. This will open your image finder from your PC or Mac if on desktop. Find and select the image you want to upload and click open. Your new image will automatically be uploaded

4. Click Save Goal

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1. To view your transactions allocated to a particular goal, select the goal you want to view by selecting the magnifying glass

2. Scroll down to contributions and click on the “down arrow” and a screen will appear providing you the option file export format

3. Once you choose the export format your contributions will be automatically downloaded in either CSV or PDF

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Manage my account

1. Moneysoft is fully tested on the below browsers:

– Google Chrome
– Internet Explorer
– Firefox
– Safari

We support the current version of each browser and the 2 previous major versions.

If you want to view your current browser version to go
https://www.whatismybrowser.com/ and your browser will be auto detected.

2. We also support mobile apps for both iOS and Android. Check the respective app stores

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1. Click on the profile image at the top right of the screen and select MY Account

2. Click on Edit Profile

3. Type your new email address in the email address field

4. Once complete and confirm click save

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1. Refer to forgot password FAQ if you forgot your password or if you can log in but just want to change, update your password then login as normal Click on the profile image at the top right of the screen and select MY Account

2. Click on change password tab and a drop down screen will appear

3. Complete the prompt and click save

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1. If you wish to delete or cancel your account from the main screen click on the profile image and select my account

2. Scroll to the bottom of the page and on the left you will see a cancel account link. Click the link. A confirmation message will appear and click confirm or cancel if you change your mind.

3. Refer to the T&C’s for any questions on data handling after you have deleted or cancelled your account.

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1. If you forgot your password its O.K., just click on the “Forgot Password” link from the login screen

2. Enter your email address that you registered with and an email will be generated for your to follow the prompts to re-set your password.

3. Check your inbox (if not in your inbox check your junk mail) and follow the instructions to reset.

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1. If you wish to edit your alerts and communications options, from the main screen click on the profile image and select my account

2. Click on edit profile and edit the emails alerts

3. You can also access your alerts from the main dashboard by clicking on the bell symbol and a side panel will appear with your alerts generated.
The alerts are in app alerts. Emails are also generated and sent to your inbox as secondary communication format
If you disable alerts you will not receive email alerts or in app notifications.
An example of a previously generated “Over Budget” alert and notification sent by email.


4. To view a list of the alerts click on the cog symbol

5. A list of alerts are available and you can turn on by clicking on the circle

6. A descript to each alert is available by hovering over the ? symbol

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1. If you wish to edit your sharing options, from the main screen click on the profile image and select my account

2. Click on edit profit and edit the sharing access
Sharing access options are the last two options;
– Hide Transactions: You can hide transaction description view by selecting ON
– Full Access: You can turn adviser impersonation access by selecting NO

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Partner administration

1. To invite a new adviser, you have to be an administrator of your site.
Once you are logged in as a administrator from main your dashboard click on the +Invite buttton and select “adviser”.

2. You will be prompted to complete the fields and once complete select “send invite”

3. The invited adviser will receive an email requesting to register and once complete the status of the adviser within your account will change from “created” to “registered”

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1. To view all your advisers clients ou have to be an administrator of your site.
Once you are logged in as a administrator from main your dashboard hover over and click on “individual clients” button

2. Alernatively you can view an individual clients associated to an advisers by hovering over and clicking on “view clients”. A tile list of clientd will be presented.

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1. To view adviser status and underlying clients you have to be an administrator of your site.
Once you are logged in as a administrator from main your dashboard hover over and click on “individual advisers” button

2. You will be presneted with a full list of your advisers listed in your administrator account and their underlying activity including; Status,
Activity, Summary of clients in units (e.g 4) and the type of account they have plus the ability to view the individual clients listed under the associated adviser

3. To view or change the individual adviser settings click on the List menu next to the Last Acvtie status

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Reports

1. To download reports once you have selected the correct report and data periods to be generated, click on Export and you will be provided with your export format options including PDF, EXCEL, and CSV.
Your report will be automatically downloaded thereafter.
NOTE: Check your downloads folder on your computer if your report does not automatically open


2. You can also EMAIL reports directly from the system by selecting email and following the prompts. Once you have selected the format and additional input fields click “Email Report”.
A generated email with the report attachment will be email to the account holders email, and any additional email addresses included.

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1. To edit a report data, click on the magnifying glass for the report you wish to edit

2. The report will expand and additional drop downs will appear including start and end report date period plus any additional drop downs that are relevant to each report.
NOTE: any changes to the report will require you to click on the GENERATE button for the updated information to be displayed.

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1. All reports are located from the main dashboard view.
The most common reports are available on the dashboard and clicking “View all reports” link will open up all reports available.
There are 10 standard suite of reports available.
If you cannot see all your reports and you are associated to an adviser, some reports may not be available.

2. Some reports may need additional information for them to continuously update. For example; the budget snapshot report needs your inclusion of the selected 5 categories of choice before data can be represented.

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1. There are 10 preselect reports available which are part of the standard suit. The suits is continuously updated based on user data representation demand and suggestions.

2. There is also additional property valuation reports. Refer to the property FAQ for more detail.

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Rules

1. The inbuilt rules engine is a way to make your categorisation more efficient and personalised. Rules are ways in which you can tell the system to do something specific for a particular set of transactions.
Example;
Quickly categorise a set of transactions to a more personalised category for you OR
Group categorise a set of transactions from one category to another
Rule can be as broad or as specific as you like.
You can access the rules feature from the transactions page and click on View Rules or from the transaction line categorisation section “set rule for this transaction”

2. From the transaction line you can select the category you want to categorise a transaction and if you want to repeat this transaction for all historical and future transactions click on select Create a rule to do this automatically.

3. Increase the number of transactions a rule applies to by tweaking the transaction description or string
A transaction containing BWS 2884 BROADBEACH AU will pick up only 2 transactions
However, a transaction containing BWS will pick up 11 transactions

4. There are simple rule and also advanced rule by clicking on the advanced rule feature to the right which provides more detailed rule features to create rules from

5. Once you are ready to create your rule click the Create Rule button

6. To navigate to the rules page and rules you have created click on the View Rules button on the transactions page.

7. A list of rules will be provided and you can edit, delete and manage the rules from this page.

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1. Rule can be as broad or as specific as you like.
You can access the rules feature from the transactions page and click on View Rules or from the transaction line categorisation section “set rule for this transaction”

2. A list of rules will be provided and you can edit, delete and manage the rules from this page.

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Transactions

1. To add a note to a transaction, locate the transactions that you want to add a note to and to the right click on the options menu.
A pop up will appear and select “View / Edit Notes”

2. Ion the Transaction Notes text field type in your desired text or note and click SAVE

3. Your note will now appear in the transaction line with the note symbol

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1. Custom categories allows you to personalise your categories.
You can easily create custom categories from the transaction line
NOTE: Categories are associated to Category Groups. Therefore make sure you are in the right category group before selecting ‘Create New’ otherwise your new custom category will appear in the wrong section.

2. Alternatively you can also add / edit and manage custom categories from the “Manage Custom Categories” button the transactions page

3. The Manage Custom Categories page displays the custom categories you have create together with additional information such as the
– Group the custom category is associated to
– The custom category name
– The number of transactions listed with the category
– Whether its being used with associated rules, in the calendar or budget

4. If you want to remove a custom category click on the recycle can symbol

5. If the trash can next to the category you want to delete is grey in colour you cannot delete.
NOTE: if you have custom categories that are being used in multiple places such as rules, calendar or in your budget you will be prompted with a message

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1. Find the transaction you would like to change. You can edit the category by clicking on the current category example ‘entertainment’ and a new pop up will appear. Locate the new category by either clicking through the category groups and then sub-categories, or search the category by using the search function.

2. Once you have located the new category click CATEGORISE

3. Your transaction will also be updated with the new category. Any reports, calculations, budget actuals, or data graphs will be also automatically updated.

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1. To filter transactions click on the filter tab from the transactions page.

2. A pop up will appear with an advanced selection criteria of search or filter fields. You can search by 10 different filters and within filters are also additional filters so the filter options extend in the hundreds of combination types

3. When you select your filter fields you will be directed to the transactions filter view after you click APPLY FILTER
Example;
I want to search for all cash withdrawals over the last 14 days from all accounts.
My filter options selection options are shown to the right

4. My transaction filter view after clicking apply would take me straight to the transactions that match my search filter

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1. Find the transaction you would like to change. You can edit the category by clicking on the current category example ‘entertainment’ and a new pop up will appear. Locate the new category by either clicking through the category groups and then sub-categories, or search the category by using the search function.

2. Once you have located the new category click CATEGORISE

3. Your transaction will also be updated with the new category. Any reports, calculations, budget actuals, or data graphs will be also automatically updated.

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1. Click the Filter by tab in the transactions page then select the “Find” option under the Transfers heading.

2. The system will match any transfers by if any are categorised as anything other than TRANSFER they will display the transfers symbol

3. if there are any transactions which are not transfers you can remove these transactions from the list by clicking the “Transfer” symbol and then clicking the “Not a Transfer” button in the pop up that appears.

4. When you have checked all the displayed transactions and have verified they are all transfers they will all be displayed as transfers thereafter including in reports.
Transfers are excluded from incoming and outgoing reporting unless you select the “Include Transfers” feature within the relevant reports.
NOTE: to double check whether transfers are all correct your balance of debits and credits in the results field should be $0.00., If the amount is not $0.00 then your income or expenses will be under / over stated.

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1. Ensure you are in the transaction page and locate the transaction (example; ATM withdrawal next to the category is a two arrow symbol. Click on the symbol as this is the split transaction function

2. A pop up box will appear. Click on the category group and locate the underlying category you wish to split the transaction into.
For example; if I withdrew $500 from an ATM and want to split $300 to entertainment and $200 to restaurants.
NOTE: amounts added to other categories will recalculate and the balance will be left in the original category if not balanced.

3. Once you are satisfied with the re-categorisation split, click categorise and the transaction line will be updated. All data including reports, graphs and budget actual calculations will be updated to reflect the revised amounts. The number of categorised chosen will also be reflect in the transaction line. Example +2 Others

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1. Find the transaction you would like to tag or flag.
To the right of the transaction click on the options menu and select “Manage Tags”
If this is your first time and you have no previous tags, then click on the oval text field to add a new tag, and begin the tag name.
A tag is like a reference beyond a category for ease reference or locating.
For example;
Tax related, event, like Christmas or birthday or associating same category to multiple children.

2. Once you have flagged or tagged your transaction it will automatically appear in the transaction line with a “tag” symbol

3. You can filter and find specific tags or transactions associated to a tag by clicking on the Filter symbol to the right of the transaction page. Scroll to tags and select which tags to you want to filter by and click APPLY filter.

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1. Ensure you are in the transaction page and locate the transaction (example; ATM withdrawal next to the category is a two arrow symbol. Click on the symbol as this is the split transaction function

2. A pop up box will appear. Click on the category group and locate the underlying category you wish to split the transaction into.
For example; if I withdrew $500 from an ATM and want to split $300 to entertainment and $200 to restaurants.
NOTE: amounts added to other categories will recalculate and the balance will be left in the original category if not balanced.

3. Once you are satisfied with the re-categorisation split, click categorise and the transaction line will be updated. All data including reports, graphs and budget actual calculations will be updated to reflect the revised amounts. The number of categorised chosen will also be reflect in the transaction line. Example +2 Others

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Trends

1. Trends are quick graphical representation of data. Trends can be created from pretty much most data sets in the system and can be filtered to view further
Trends are located on your dashboard below reports. There are two pre-pinned trends and To add a Trend, click select the + box and the following pop-up window will appear that allows you to make your selection of data you wish to chart

2. You can select from the pre-select options available or create your own

3. Example: Lets say you want to compare ALDI vs. Coles my trend inputs would looks like the attached.
When you have completed it and you want to make the trend an ongoing reporting trend click SAVE and the trend will also appear and pinned on your dashboard

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1. You can else expand / reduce the trend the time scale by clicking on the + or – circles at the bottom right of any trend graph.

2. The time scales are set to averages in the following views; weekly, fortnightly, monthly, bi-monthly, quarterly, 6monthly, and yearly.

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1. To delete a trends locate the trend graph you want to delete and click on the recycle bin symbol

2. A confirmation message will appear to confirm and click DELETE. Your trend graph will be delete from the dashboard.

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1. To edit a trend click on the pencil symbol on the trend graph. A pop will appear for you to make your necessary changes. Once complete click SAVE

2. You can else expand / reduce the trend the time scale by clicking on the + or – circles at the bottom right of any trend graph.

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