Top Features
Features and Benefits
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- View all transactions from your accounts credit cards in one place
- Save your time and effort with automatic categorization of all your expenses
- Track your spending with colorful and easy to understand charts
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Learn how to budget
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- Relax and keep the hard work on us with automatically calculated budgets based on your past spending
- Plan ahead and set budgets for special events like a wedding or a holiday, so you won’t be surprised by overwhelming expenses
- Take charge of your finances and compare your expenses with your budget and how much left for you to spend
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Set savings goals
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- Achieve your financial goals faster, whether you want to buy a car, a dream house or planning a trip
- Create your savings goals, set the amount and the target date and Budget and Track will calculate the required monthly savings
- Monitor your progress towards achieving your savings goals and get feedback on your performance
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Stay in control
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- Receive daily, weekly or monthly email notifications to track your expenses and to compare them with your budget
- Receive monthly report on your financial performance and get feedback on how to improve your money management
- Receive notifications once you reach certain percentage of your budget in chosen categories
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Tips and tricks
Don’t worry, you can set a budget on categories you tend to overspend and track your progress.
Go to Budget and Track, Click on Dashboard and choose Budget tab. Click on Select categories to add the spending categories you want to monitor.
Go to Budget and Track, click on Budget and choose Future planning tab. Click on the desired category and month, set your budget and see how it will affect your total budget and expenses for that month.
Take charge of your finances and view visual reports to track your monthly expenses, income and savings. You can also view your monthly and annual financial performance.
Go to Budget and Track, click on Reports and choose the desired report.
Go to Budget and Track, click on Life goals and create a new goal. Name your savings goal, set the amount and the target date and the tool will automatically calculate the required monthly savings. You can also set your monthly savings and the tool will tell you when you can achieve it.
Keep an eye on your budget and expenses with Budget and Track e-mail notifications.
Go to Budget and Track, click on Settings, choose Notifications and subscribe for the desired notification.
Go to Budget and Track, click on Transactions, click on the transaction description and then click on Create rule.
Now you can do it with our Budget and Track. You can compare your expenses, income and savings with your peer group.
Go to Budget and Track, click on Settings page and update your profile under About you tab. Then go to Insights and compare your financial performance with your peers.
FAQs
- It automatically categorises all transactions from your accounts and credit cards you have with us.
- It provides you with an insightful visual analysis of expenses and income per category and sub-category.
- It helps you set up a budget for a number of expenses categories. The spending related to the budget category is tracked, updated and visually presented.
- It helps you set up your life goals and monitors their progress automatically.
- It gives you an insight on how you compare to other users of the tool.
- It helps you create and customize different reports, from income, expenses to monthly and annual reports.
- It notifies you on different financial events that you can customise as per your needs.
- Gives you complete visibility: see all that's happening with your CBD accounts in one place.
- Categorises your expenses and shows you a simple chart with what you've spent in a chosen period.
- Helps you set a budget and create a plan to reach your personal financial goals. You can track your progress or stay updated through regular emails.
- Makes the painful task of budgeting a breeze by setting up a realistic budget based on your spending history.
- Sets up your life goals and painlessly plans for your future.
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