anz logo
ANZ MoneyManager - Help

Set Budget Goals

Help Index

Why should I have a budget?

Setting a budget helps you track your spending patterns and know where your money is being spent.

You can set budget goals to meet your personal goals. As time progresses, you can re-evaluate and adjust your individual budgets based on your awareness of your financial activities and spending habits.

top

What can I do on this page?

You can view your spending by category for the current month and an average over the past six months. After reviewing your spending, you can set budget goals and enable alerts. Budget goals can be set for individual categories and/or for total income or expenses.

This page also displays your total spending against your total income. You can receive alerts when you approach an established budget threshold for a specific category and receive weekly or monthly budget status reports.

top

How can I receive budget status reports and alerts?

You can choose to receive budget status reports on weekly and/or monthly basis. Budget status reports contain the amount you have spent in each category compared to your budget target for all "included" categories.

You can also choose to be notified when the total amount spent/earned in any category comes within a particular percentage or threshold of your desired budget goal.

top

How do I configure a budget status report?

To configure a budget status report:

top

What are uncategorised transactions and how do I categorise them?

Transactions that are not classified under one of the available categories fall under uncategorised transactions. Click the uncategorised link to categorise the uncategorised transactions.

top