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
By Danielle and 1 other2 authors18 articles
- 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