This page is pretty straightforward, and some of it will be filled in automatically from your registration information. It’s really about you, so you can fill in the rest when you’re ready.

You can also change the charting period for your accounts here in the Line graph window field. 

This page will show all the accounts you have linked.

You can hide any you like from your Desktop, by clicking the VISIBLE toggle.

Once you’ve added some accounts, some default Categories will appear on this page. 

You can edit them, add more or delete some. 

Totally customisable.

The interactive guides you saw as you first landed on each page can all be reset here if you’d like to review them. You can also just see individual Tutorials by selecting the toggle.
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If you’d like to get started without them at all, just hide them and you can make your own way through. You can easily reset one if you change your mind.

To help you keep on top of your finances, we use our Financial Fitness Tracker—a regular email with a snapshot of your finances. By default we send it weekly, but you can change that under the Email frequency heading,  or turn them off altogether with the Emails enabled toggle.
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You can also choose the type of transactions we send you. Tour Top 5 categories will let you know what Categories you’re spending the most on, while Top 5 merchants will do the same but for individual merchants. You can also see how your Goals are going, and keep an eye on your Super.
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Toggle these on and off to customise your Financial Fitness Tracker emails.