How can I categorise transactions on Beyond Finance Manager?


When you have completed the Beyond Finance Manager setup process, most of your transactions will be placed into categories automatically. There will be some that we are not sure about though, and you can categorise them either on the Money Going page or the Transaction History page, just look for the ellipsis:

To re-cateogorise transactions, clicking on the ellipsis on the Money Going page or the Transaction History page will display the manual categorisation screen:

  • Details of the transaction will be visible above the manual categorisation screen. You will also see a question mark next to the transaction itself, which indicates its category is in question.
  • Click the drop down arrow to see a list of all categories and choose a new one for the transaction in question.
  • You can choose to either apply this change to just the one transaction, all existing transactions for this merchant or all future transactions. For a universal change you should check the box for both existing a future debits.
  • If you would like to not use a particular transaction in Beyond Finance Manager transactions, check the box "Exclude this trasaction from Beyond Finance Manager calculations"and it will become ‘hidden’. You will still be able to see ‘hidden’ transactions in Transaction History.

Other helpful FAQs.

devices Beyond Finance Manager

Beyond Finance manager is a tool to be in control of your finances. Track where your money is coming from and where it's going to or set up a savings goal and we’ll show you what you need to do to achieve your goal and track your progress all the way.

Managing your money is made easy because all your expenses and income are automatically categorised.

If you are set up for internet banking, you will have access to some insightful  features that will help you to manage and monitor your spending habits, helping you along the path to financial freedom.


The Beyond Finance Manager Setup section is the first screen you will need to access to start using the Beyond Finance Manager features.

Once you click the link to the Setup page, you will be presented with a step by step process. You are also able to commence this process by selecting the Beyond Finance Manager images on the Account Balances screen.

Once you have setup up Beyond Finance Manager, this section will become Beyond Finance Manager settings. This section is where you can change the accounts that you wish to view to track your spending.

1. Use the drop down box to view a list of all of your accounts. Step one asks you to select your Main Account, so choose the account that you make the most transactions from (this may be the account attached to your card).

When you have selected the account, click Next to progress to the next step.

2. The second step in the setup process will ask for all other accounts that you use to make transactions.

Include all of the accounts that you would like to keep track of by checking the boxes on the right. This may include accounts that you have setup to pay bills, or rent from.

When you have selected all of the accounts you would like to include in the Beyond Finance Manager calculations, click Next to progress to the final step.


You can see your spending habits in Beyond Finance Manager. Money Going provides an overview of where you are spending your money by categorising your transactions.

Below we will look at how to use all of the functions on the page.

1. Click on the text 'Click for Further Instructions" to show more information about the page you are currently on.

2. Toggle between views for your main spending account and all of your Beyond Finance Manager accounts by clicking My Accounts or Main Account.

3. Choose the date range for the period in which you would like to view your transactions. The maximum date range is three months.

4.  All of your groups, Savings, Spending, Essentials, and Uncategorised, are shown above the graph. Click the total figures for each group to see a graph that breaks down the transactions in that group into categories.

5. Each bar in the graph represents a category. To see a breakdown of that category, click the bar to see the transactions listed below.


Money Schedule shows a calendar view of all debits and credits to your account in a given month.

1. Choose a month in the last year to view the calendar for that period.

2. Select a date to view that day’s individual transactions.

3. The date selected will be visible on the left of the purple bar under the calendar.

4. The total amount that was spent on the date selected is shown on the right of the purple bar, and the individual amounts are shown below.

5. Details of the recipient are visible to the left of individual transaction amounts, similarly to transaction history.


Spend Tracker shows how much money you have spent during a month and allows you to compare previous months.

1. Click the further instructions information link for more information about the spend tracker.

2. Toggle between views for your main spending account and all of your Beyond Finance Manager accounts by clicking My Accounts or Main Account.

3. To compare different months, click the drop down arrow and select a month within the last year.

4. The totals for each month will be displayed on the last day of that month. If you are viewing the current month, and the month is not yet complete, you can find the total above the current date.

5. You can click an individual date along the bottom of the graph, or an individual plot point on the graph itself to see a list of all of the transactions for that day (see below).

On the Spend Tracker page displays a combined list of transactions on a particular day for every category. You can refer to the legend for all category icons on the right side of the screen.

To move transactions into different categories, navigate to the Money Going page or the Transaction History page and click the ellipsis (…) to the right of the transaction.

A simplified version of the spend tracker can also be found in our award winning mobile app. You can find the spend tracker icon in the top right-hand corner after viewing an account:

Simply tap the icon, click 'Track your spending' on the next page and review your daily spending.

With the mobile app version, you can view your daily spending and a comparison to that day's spending for the previous month. Want to see how your spending went a few months ago? Scroll back as far as you like and see how your monthly spending has evolved.

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