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!
Features.
Categorise your spending
Track your budget
All your accounts in one place
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 (this is separate from your Beyond Bank 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.
- 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.
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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 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.
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.
- Download Beyond Bank+ from the App Store or Google Play.
- 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 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):
Dashboard categories:
- Income & Expenses
- My Budgets
- Upcoming Bills
- How you spend
- Recent Transactions
- Three Month Average
- Goals
- Payday Countdown
To do this, follow these steps:
- Select the settings menu
- Select Dashboard Settings
- Drag and drop the categories to your desired order
- Save and exit
You can also disable widgets by moving them from the Enabled section down under the Disabled category.
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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