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Set up your Financial Fitness Tracker email so you can see at a glance how everything is going

Danielle Forrest avatar
Written by Danielle Forrest
Updated over a week ago

Your Financial Fitness tracker email will also send you ideas on how you can save money based on what the system learns about your spending habits. 

By default we send it weekly, but you can change that on the Settings page under the Email frequency heading,  or turn them off altogether with the Emails enabled toggle.

You can also choose the type of Graphs we send you. Your 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.

Note: To set up a Super graph, you will need to make sure that you have a group called Super with all of your Super funds inside it. That’s so we can separate it from your other accounts. 

Make Graphs work for you

So we can build accurate Graphs, we need as much info as you can give us. You can help us do this by making sure your Categories and Tags are spot on. 

If you’d like a Top 5 categories graph for example, make sure all your transactions are Categorised accurately. That way when we search for your Top 5, we won’t miss anything & your Graph will give a true picture of what’s going on.

Now look forward to your regular Financial Fitness Tracker updates!

For those setting up, here's how you can Share your accounts (read only!) 

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