Your personal financial manager.
Beyond Bank+ works alongside your existing Beyond Bank app to help you achieve your financial goals.
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!
Features.
Create custom categories.
Set budgets.
Track your in's and out's.
Set savings goals.
Get Started with Beyond Bank+.
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Install the App.
- Download Beyond Bank+ from the App Store or Google Play.
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Create a Beyond Bank+ Account.
- Open the App and create a new Beyond Bank+ account using your Internet Banking login details
- Follow the prompts to set up biometrics and passcode
- You will now be logged in!
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Connect your Beyond Bank accounts.
- Tap the cog icon in the top right corner Select 'Data Sharing'
- Tap the + icon 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
We will link your accounts within a few minutes. (Please note, the linking time will vary for each provider). You can then repeat the process for each bank or provider you would like to link and track.
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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 create your own
- Manage your bills - add a manual bill from Upcoming Bills or select an individual bill to edit the information
- See where your money is going with expense classification, customised filtering and view top spends across categories and merchants
- Setup a budget with your preferred budget cycle and amount. You can name it whatever you want
- Enter your payday and watch the countdown to your next payment
- Create a personalised goal linked to an account with a target amount and a date to aim for
Learn more about money management.
Get on top of all your money tasks.
In our digital-enabled world, it’s never been easier to set up new ways to spend, save and pay your bills. But with so many transactions and accounts to manage, keeping up with all your money admin can get tricky. That’s why Beyond Bank are bringing you a first in personal banking – an app designed to do all the heavy lifting with your finances.
How Beyond Bank+ can help you get on top of your money tasks
Be smart with your spending.
How you spend your money can make a difference in enjoying your life, both now and in the future. So it makes sense to know where your money goes from one week to the next. But while there are so many ways to buy – in person or online – getting a bird’s eye view of your spending is a lot harder. That’s where the Beyond Bank+ app comes in.
Understanding your payslip, income and tax
Set goals and save.
Setting goals and using a few simple reminders can help a lot with starting a savings habit and keeping it going. In this article, we show you how.
How setting goals can help you save more.FAQs.
The app can be downloaded in the same manner as our Mobile Banking app. Simply head over to either Google Play or the Apple App Store and search for Beyond Bank+.
- Download Beyond Bank+ from the App Store or Google Play.
- Open the App and log in using your Beyond Bank Internet Banking details (Member number and Password)
- Follow the prompts to set up biometrics and a passcode
- You will now be logged in!
Your dashboard is set up to help you get the most appropriate insights for your needs. In your dashboard settings, you can organise widgets (categories):
To do this, follow these steps:
- Select cog icon in the top rght hand corner
- Select Dashboard Settings
- Drag and drop the categories to your desired order. You can also disable widgets by moving them from the
- Enabled section down under the Disabled category.
Save and exit
We all love kicking goals and in the new app it's much easier to keep track of your achievements.
You will be able to set multiple goals, link them to an account and automatically track your progress.
Track the things that matter the most - see how you're tracking at a glance.
Steps to create a goal:
- On your dashboard scroll down to 'Goals'
- Select 'Add a Goal'
- Name your goal, or select a quick start category (Car, House, Holiday, Savings etc), select 'Next'
- What is your target? Add a goal amount and select 'Next'
- When do you want to achieve your goal? Add a date, and select 'Next'
- Link to account, select which account you would like to add your savings to
- Use available balance as a start? select if 'Yes'
- Save Goal.
Your goal will be successfully created. You can track your progress on the dashboard.
Please read this important information.
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