All Collections
Putting your Wealth Desk app to work
Set up categories and tags, add a property, set up graphs and goals, check out your offers and set up your Financial Fitness Tracker
Controlling the accounts on your Fitness tracker pageFiltering the accounts included on your Fitness Tracker page
Deleting accounts from your DashboardPermanently delete an account, the associated accounts that will also be removed, and the option to hide an account.
Hiding accounts on your DashboardFind out how to hide accounts from your Dashboard without deleting them, and make them visible again.
Some of my Wealth Desk transactions aren’t categorised as I expectedFrom time to time you will have Categories that don't match their transactions. We've made it easy for you to change them.
What are pending transactions?Why can’t I categorise or tag a pending transaction?
About your Wealth Desk Settings pageA quick overview of your User, Accounts, Categories, Tutorials and Email options on the Settings page
Syncing accountsFind out about your account syncing messages and why they're there
Account notificationsCheck on your account requests and see any account linking errors
Duplicate transactionsWhy duplicates can appear from time to time and how to fix them
Make your Financial Fitness Tracker 100% accurateCategorise your transactions—including transfers and mortgages, to make the most of your Fitness Tracker
Sharing your accountsMake your life easy with read-only sharing for one or all accounts with your accountant, broker or family
Your email updatesSet up your Financial Fitness Tracker email so you can see at a glance how everything is going
Set up a GoalCreate a goal and watch your progress to make sure you’re on track
Manage your Wealth Desk CategoriesCustomise your Categories so you can track what your money's been up to
Personalise your TagsTags are great for adding really specific details to your transactions so you can do more customised searches
Create a graphAdding Graphs to your Dashboard will let you see a quick snapshot of anything you want to keep an eye on
Using Rules and ConditionsUse the Rules page to set up specific Conditions to search and save to your transactions
How to track your spending—an overviewCategorise and tag your transactions for a detailed breakdown of your spending