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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.

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    Hello.

    Alice the Analyst

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    Open cash forecast
    What makes up this cash

      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

      Chart shows
      Difference in

      Biggest changes

      Against your forecast

        Against last period

          Last month in review
            Carry a difference forward?

            If one of these was timing, like a bill that landed late or pay that arrived on the 1st, or something you'll make up, carry it into a month you choose. Leave the rest. Nothing changes until you press Carry.

            Cash and net worth over time

            Your cash balance, back and forward.

            0 mo18 mo

            Coming up
            Calendar
            Next 14 days
              Big costs ahead
                Spending cuts

                Alice the Analyst on where you could spend less, from how you compare with similar households.

                Recent transactions
                All transactions
                  Goals
                  All goals
                  Net worth
                  Net worth plan

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                  Subscriptions
                  Check them
                  Your commitments
                  How you compare
                  How you compare
                  See the detail
                  Pay off debt
                  Debt plan
                  Plan check
                  Stress test
                  Buying a home
                  Plan a home
                  Forecast accuracy
                  Forecast vs actual
                  Carry forward
                  Forecast vs actual
                  Tidy up
                  Open Tidy up
                  Ask Alice

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                  Savings rate
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