Your personal financial manager
We're for and with helping you to achieve your financial goals, so we developed Beyond Bank+ to work in addition to your existing Beyond Bank app.
Beyond Bank+ is your all-new, personal money management app keeping you on top of your finances, through real-time insights, categorised spending, budgeting and so much more.
So sit back, relax and let Beyond Bank+ do the heavy lifting for you!
Easily track your expenses
Categorise your spending
See all your accounts in one place
Track your budget
Set savings goals
Get Started with Beyond Bank+
Create a Beyond Bank+ Account
- Open the App and create a new Beyond Bank+ account (this is separate from your Beyond Bank login details)
- Follow the prompts to set up biometrics and passcode
- You will now be logged in!
Connect your Beyond Bank accounts
- Select the 'Accounts' tab
- Click the + button at the top right of the screen
- Select Beyond Bank
- Click continue to start securely connecting your Beyond Bank accounts:
- Choose your consent period - e.g. 3 months
- Consent to the data you want to share - e.g. Account details, transaction details
- Review the data sharing information and click on 'I Consent'
- You will then be required to connect with your Beyond Bank membership number and a One-Time Passcode.
- Your Beyond Bank accounts will now be connected
Start exploring these features
- Customise your dashboard widgets to suit you via Settings and Dashboard Settings
- Categorise your transactions how you want - use the automatic category or a custom one of your own via Recent Transactions
- Manage your bills - add a manual bill from Upcoming Bills or select an individual bill to edit the information
- View how you spend between living and lifestyle
- Setup a budget with your preferred budget cycle and amount. You can name it whatever you want.
- Create a personalised goal linked to an account with a target amount and a date to aim for.