Money Manager

The Money Manager widgets can be customised from the Dashboard Personalisation Screen. You can re-arrange the widgets, click and drag the widget, when you see a box appear, you can drop the widget into place.

At the current time the Bank is displaying data for the last six months.

Debit Card Widget

The Debit Card Widget is a bar chart displaying POS, ATM withdrawals and Other ATMs for the selected debit card transactions.

• You can select to view all or one card.
• Click Analyse to view more details.
  • Select the Month from the list.
  • The main bar chart will be displayed showing the POS, ATM withdrawals and Other ATMs for the selected month.
  • A pie chart showing ATM withdrawals by Location and a pie chart showing the different categories will be displayed.
• Click Back to take you back to the main money manager widgets screen.

Accounts Chart Widget

The Accounts Chart widget is a pie chart displaying your Assets and Liabilities.

• Click Analyse to view more details.
  • Accounts Assests and Liabilities main pie chart shows the total number of Assets and Liabilities. You can hoover over each section to see the details.
  • Click on the Assests or Liabilities to view a breakdown of the different types of products shown on their own pie charts. You can hoover over each section to see the details.
• Click Back to take you back to the main money manager widgets screen.

Net Worth Balance Widget

• The Net Worth Balance Widget is a line chart displaying the balance for the selected current and saving accounts.
• You can select to view all or one account.
• Click Analyse to view more details.
  • You can select to view all or one account for a specific period.
  • Select the From Date and To Date and click Submit. Click Clear to re-set your selection.
• Click Back to take you back to the main money manager widgets screen.

Monthly Cash Flow Widget

The Monthly Cash Flow Widget is a Bar Chart displaying the debits and credits for the selected current and saving accounts.

• You can select to view all or one account.
• You can hoover over each category to see the details.
• Click Analyse to view more details.
  • You can select to view all or one account for a specific period.
  • Select the From Date and To Date and click Submit. Click Clear to re-set your selection.
• Click Back to take you back to the main money manager widgets screen.

My Payments Widget

The Payments Widget is a Pie Chart displaying the types of payments.

• You can hoover over each section to display the details.
• Click Analyse to view more details.
  • On the Main pie chart click on a Payment Type and a Payment Details pie chart will be displayed showing details per account. You can hoover over each section to view the details.
• Click Back to take you back to the main money manager widgets screen.

Credit Card Rewards Widget

The Credit Card Rewards Widget is a Line Chart displaying the rewards balance per membership.

• By default All cards are shown, you can select per card.

Credit Card Spending Widget

The Credit Card Spending Widget is a Pie Chart displaying Credit Card transactions grouped by Merchant Code.

• The default is the first available card and the current month. You can select the Card and Month you wish to view from the lists.
• You can hoover over each section to view the details.
• The different spending categories will be displayed next to the chart.