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ANZ MoneyManager - Help

Dashboard

Help Index

What information does the Dashboard display?

The Dashboard displays account information in different modules. If you do not see any accounts in these modules, it probably means that you have not added any accounts to ANZ MoneyManager. For instance, the Portfolio Manager module will not display information until you have added at least one investment account to ANZ MoneyManager. Each module lets you add accounts by clicking on the Add an account link.

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What are modules?

The Dashboard displays your account information in different "modules". Modules organise and display account information in ways designed to help you better manage your finances or other online tasks. When you click a module title name, you can view and print the contents of the module from its own page.

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What modules are available?

Alerts - The Alerts module displays alerts that you have enabled for all of your accounts. You receive these same alerts via email to the address you have specified with the ANZ MoneyManager service. Click Configure Alerts to modify your alerts preferences.

Bill - Reminders The Bill Reminders module displays the due date and amount due for some accounts linked to ANZ MoneyManager including Credit Cards and Mortgages.

Net Worth Statement - The Net Worth Statement module displays your account names and balances in a personalised balance sheet format, categorising your accounts into assets and liabilities and calculating a total net worth. Within assets and liabilities, your accounts are further sorted into categories like banking, investments, and credit cards for easier viewing.

News - The News module displays headlines from such topic categories as Business & Finance, Computing & Technology, Entertainment, Health, International, Metropolitan Newspapers, Magazines, National, Sports, and more.

Portfolio Manager - The Portfolio Manager aggregates investment holdings from multiple sources and presents you with a complete picture of your investment portfolio. Data within the module can be grouped one of two ways: by holding or by account. The holding option lets you see your aggregate positions across all accounts. The account option displays your holdings on a account by account basis.

Rewards Manager - The Rewards Manager module displays account numbers and balances from frequent flyer, car rental, hotel, and other rewards accounts.

Transactions - The Transactions module displays the transactions that are available in your account. You can use the "Group by:" filter to group transactions by account, date, or type. Also, you can use the "From past:" filter to view transactions for the past 1-3 days, 1-2 weeks, or 1-3 months.

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How do I add or remove modules?

You can choose which modules you want to display on the Dashboard page.

  1. Click Customise on the Dashboard page in the top right corner of ANZ MoneyManager.
  2. Click Edit Dashboard Display Preferences link.
  3. Check the modules that you want to display on the main page of the service.
  4. Click Update Modules Shown at the end of the page to save your changes.

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How do I change the display order of the modules on the Dashboard?

You can change the layout of the page and switch between a one-column to two-column layout. You can also choose the order of the modules displayed on the page.

  1. Click Customise on the Dashboard page in the top right corner of ANZ MoneyManager.
  2. Click the Change Layout when the next page opens.
  3. Select whether you want to display the modules in one-column or two-columns.
  4. Choose the display order of the modules in each column by clicking a module name and using the up and down arrows to move the modules.
  5. You can also move a module between columns by using the buttons at the bottom of the page.
  6. Click Update Module Layout to save your changes.

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How do I view detailed account information for my accounts?

You can access detailed information on any of your accounts by clicking the account name within any module. The link takes you to that account's Account Details page.

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