🏦 Open Banking allows you to connect your personal bank accounts to the Financial Wellbeing app to track both your earnings and spending in 1 single place.
Tap the 'Connect to Financial Wellbeing' button - you can connect as many bank accounts as you like.
Follow the flow and complete the steps on screen (you will be taken out of the app to our partner ‘Bud’ for a few screens)
You may have to wait for a short while before your data can be presented
Once connected, you can scroll through all of the accounts on the Track screen, and click through to see all of your account transactions and set low balance alerts on each account.
Benefits of connecting your personal bank include:
Tracking your spending in the current month and comparing it to the previous month
Coach suggestions based on your spending to help you save money, spend less and budget better
Categorisation and graphs to show how you are currently spending your money
The ability to link multiple accounts to view them all in 1 place