How to use Track

📊 Track is the feature in the Financial Wellbeing app that allows you to monitor and view all of your activity. It can be found in the lower left-hand corner in the bottom navigation bar.

Balance Information

You can view your Balance breakdown (tap the icon in the header) to see how we're calculating your available balance to stream.

Earnings

The Earnings tile will show you how much you've earned since the beginning of the current pay period. 

By tapping this tile, you can view further details: 

  • If you're a salaried employee, you'll see how we've calculated your daily salary. 
  • If you're an hourly employee, you'll see your reported shifts. Tapping on an individual line in this breakdown will present you with further details on that particular shift. You can also click the grey bar near the top to see more details on how shifts work and how regularly we receive shifts from your employer.

If you are missing any earnings on this tile, you'll need to speak with your employer. We cannot add shifts at your request, these must be properly approved and submitted to us by your employer. 

Spending

Once you connect your bank accounts to the Financial Wellbeing app, you can use this tile to track your spending and unlock other useful features such as low balance alerts that will notify you when your account balance drops below a set amount.

Streams

Here, you can view a history of your streaming:

  • The streams tile will display how much you have streamed in the current pay period. 

  • Tapping this tile will show you a breakdown of your streams over time and how they have been categorised.

  • Tapping on an individual line in this breakdown will present you with further details on the transaction including the status, amount, and settlement details.

Salary

The salary tile will show you when we next expect your paycheck. Once we've processed a salary on your behalf, you'll also see what you were paid on the previous payday. 

This is also where you'll find your Salary Statements:

  • Tapping this tile will show you a breakdown of all past pay amounts and dates

  • Tapping on an individual line in this breakdown will present you with a statement detailing your Net pay received from your employer, any streams or gift card purchases* that have taken place, any contributions you’ve set aside for your Build pot*, and the amount that was sent to your bank account.

Build

Here you can view your Build Pot balance* if you've got an open pot. 

By tapping this tile, you can view your pot, change your settings, or withdraw any funds.

*Depending on the terms of the partnership between your employer and the Financial Wellbeing app, some features may not be available to all users.