Features you will love

Powerful, data-driven insights
Powerful, data-driven insights

Ever thought you could get a personalised Executive view of your finances in a single dashboard? Our one-page personalised dashboard is powered by interactive charts that measure key drivers of your financial well-being such as Liquidity, Net Worth,Savings trend, Expense composition,

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All your accounts in one place
All your accounts in one place

Spending too much time tracking transactions manually? Save time by setting up automated bank feeds for your supported accounts (transaction, savings, credit cards, loans and many more) so we can securely import your transactions into your Money Insights account everyday,

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Track and Prioritise Goals
Track and Prioritise Goals

Do you have a savings plan for your medium to longer-term goals such as owning your dream home or car, planning for an early retirement or that dream holiday? Don't worry, we've got your back! No matter what your ambitions are, you can leverage our Goals & Challenges solution to start dreaming and keeping track of your progress in no time.

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Needs Vs Wants Spending insights
Needs Vs Wants Spending insights

Want to spend wisely and start saving but not sure where to start? Our unique Needs vs Wants treeview report offers you personalized insights into your spending patterns allowing you to align these with your lifestyle choices.

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Search & retrive transactions
Search & retrive transactions

Where did I spend all that money on afterall? This one haunts us all.We enable powerful category-level drill downs by using transaction enrichment and annotation using an array of fields such as Description, Document Uploads, transaction splits and tags.

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Budget tracking
Budget tracking

Daunted by the thought of having to set a budget? We don't just make it effortless for you to set budgets using our built-in tool, but we're always showing you the most up-to-date amounts available to spend for all your budgeted categories so you can steer your ship well before the storm! For the chart lovers out there,

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Live Net Worth
Live Net Worth

Did you know tracking your Net Worth over time is a true measure of financial prosperity? Our live Net Worth tracker brings together everything you own (Assets) and owe (Liabilities) in one snapshot making it a true and holistic measure of your financial prosperity over time.

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Benchmark Portfolio returns
Benchmark Portfolio returns

Wondering if active investment is for you or would you be better off just by accumulating ETFs? Our comprehensive investment portfolio module allows you to analyze your portfolio gains, dividends, returns and weight by individual assets, asset classes and at an overall

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Financial Calculators
Financial Calculators

Unsure of your retirement nest egg size or how much exactly you need to save towards retirement? You're not alone but we can help! Our resourceful calculators are designed to empower your financial decisions without the complexity of dreadful spreadsheets,

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We've created this experience to empower you to make better decisions about your finances, so you feel in control when it comes to money and are able to live life on your terms.It is like having your own personal finance assistant. What's unique is that it has features relevant to all age groups, from young adulta to big families!

Our security policy

Bank Level Security

You can be confident that your financial information is safe with us. We enforce two

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View-only bank connection

Connecting your bank accounts is a
‘read-only’ service that does not

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Trusted by millions

We have partnered with Illion to provide the automatic bank feed data

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We're excited to have you on-board the journey to Financial Freedom!

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