Upload a CSV from your bank to get started
Export your transactions from internet banking (about two years for most banks) and upload them. PersonaFi categorises them and builds your forecast straight away.
Overview
Your money in 60 seconds
A typical month on your forecast, leaving out one-offs.
Something look wrong? Tidy up on the Transactions tab fixes most of it.
Get set up
One stage at a time.
Drag widgets by the handle to rearrange them. Pick a size, or hide what you don't need.
If money's tight, the National Debt Helpline offers free, confidential financial counselling: call 1800 007 007 or visit ndh.org.au.
This month so far
Biggest changes
Against your forecast
Against last period
Cash and net worth over time
Your cash balance, back and forward.
0 mo18 mo
Coming up
CalendarNext 14 days
Big costs ahead
Spending cuts
Alice the Analyst on where you could spend less, from how you compare with similar households.
Goals
All goalsNet worth
Net worth planLoading…
Subscriptions
Check themYour commitments
How you compareHow you compare
See the detailPay off debt
Debt planPlan check
Stress testBuying a home
Plan a homeForecast accuracy
Forecast vs actualCarry forward
Forecast vs actualTidy up
Open Tidy upAsk Alice
Your coach knows your forecast, spending and plans.