ANZ MoneyManager lets you link accounts from financial institutions from around the world. Plus you can even link your reward programs like your frequent flyer, car rental, hotel or other loyalty programs to track rewards points in one place.
The types of accounts you can add include:
Once you've added your accounts ANZ MoneyManager allows you to get one view of all your balances and transactions to help you see where you're spending your money without having to log into several account sites or go through paper statements.
Other functions in ANZ MoneyManager also help manage your finances, they include:
All your transactions are categorised into meaningful categories to help you understand where your money is being spent. Categories include everything from ATM/cash withdrawals, credit card payments, groceries, pets, rent, travel to utilities.
With ANZ MoneyManager your bank transactions are updated regularly and all your new transactions will be categorised so there's no need for manual entry. You can rename categories, create sub-categories and also re-categorise transactions.
You also have the ability to create your own categorisation with Custom Categorisation Rules which will make sure your transactions fall into the right category every time.
Setting a budget helps you track your spending patterns and know where your money is being spent. With ANZ MoneyManager we help you set budget goals.
Set up email notifications so you can be alerted to activity on your accounts in ANZ MoneyManager. You can get alerts emailed to you with details of your:
Never lose track of your rewards program points and balances. In ANZ MoneyManager you can add frequent flyer, credit card, car rental, hotel and store programs.
Here's a list of which programs you can add via Reward Manager:
The Net Worth Statement is a report that can display your ANZ MoneyManager accounts and balances in a personalised balance sheet format, categorising your assets and liabilities and calculating your total net worth (based on the accounts that you have added to the site).
Monitor any changes to your assets and liabilities over time with the Net Worth Statement as well. Changes are displayed on the right hand side of your statement in both dollars and as a percentage over a period. You're also able to chart your net worth via the View Net Worth Chart, where you can see:
ANZ MoneyManager has a range of reports to help you analyse your spending, expenses and income.
Spending Analysis Chart: the spending analysis chart gives you a graphical representation of your income versus your spending over a period of time which could be the past 3, 6, or 12 months, current year or last year. You can chart for all your accounts or for account groups you create.
Expense Analysis Report: the Expense Analysis Chart provides a pie chart and table versions of your expenses broken down by category, showing dollar amounts and percentage of total spend. You can choose to see this over the past week, or 1, 3, 6 or 12 months or your whole spending history.
Budget vs. Actual Spending Report: the Budget vs. Actual Spending Report provides a graph of the actual amount spent against the budget goal you define. You can choose to view the Budget vs. Actual Spending Report for all your accounts or for account groups you create.
You can add your investments and monitor your superannuation, shares and options all in the one place. Updating your investment account information is also easy, just one click away, giving you a real portfolio view of the investments you have added.
The Investments feature also allows you to chart your investments for both portfolio and asset allocation: