Beyond Finance Manager

Introducing Beyond Finance Manager

As you may be aware, we launched a new Internet Banking system for our members earlier this year, and most recently have launched a brand spanking new mobile app for both Apple and Android devices.

We have just released our newest changes to Internet Banking! Beyond Finance Manager will allow you to see where you are spending your money, when you are spending your money, and allow you to categorise your transactions so that the graphs presented are more relevant to you!

By default, Beyond Finance Manager enables you to see your budget visually within Internet Banking using categories such as:

  • Transport
  • Rent & bills
  • Groceries
  • Eating out
  • Loans
  • Insurance and more!

As you can see in the below example, this account, in the first three weeks of September had a total of $1657.41 leave the account. You can also see that some of those funds were categorised as spending, others as Essentials, and some remain uncategorised.

Beyond Finance Manager

All of the uncategorised debits can be manually categorised – And you can save that categorisation for that transaction type moving forward, and for any other transfers of that type that have occurred from your account.

The categories that you can apply to your transactions are as follows:

Beyond Finance Manager

For example – We buy LOADS of board games in our house – these appeared as uncategorised, so we moved them over to Spending, under Entertainment. This allows us to keep our board game addiction in check at a glance!

Setting up the service is easy – and we’ve put together a user guide in case you get stuck, which you can view here:
On top of categorisation, you can compare what you have spent this month, compared to last month (or compare previous months):

Beyond Finance Manager

This can be especially useful if you are trying to keep an eye on your spending, or want to work out which months you generally spend the most (eg months with regular bills, lots of birthdays etc).

The best thing about Beyond Finance Manager? We’re still working on it! I can’t wait to share some of the cool new features that we are planning with you when they are available for our customers to use.

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