Moneymgmt Onboarding
A 6-step, straight forward onboarding experience that will walk you through the interface, functionality and capabilities of the Moneymgmt app, allowing you to track all of your assets and assist you to better manage your money.
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Our 6-Step Onboarding Process
By clicking the link below, you will be taken through the full 6-step Moneymgmt Onboarding Experience. A brief description of each step has been listed below and the overall experience will take approximately 1 hour depending on the level of information that you wish to input.
Please ensure that you have activated your account and are logged in via moneymgmt.com.au prior to commencing the Onboarding Experience. If you have not yet created your account, please click here.
In addition to this, you will also need to have your financial information (password and login details) on hand.
Step One
Wealth Items
This will take you through how to load your assets and liabilities into the Moneymgmt app
Step Two
Cashflow
This will take you through the cashflow area and teach you how to categorise expenses, do your budgeting and simplify tax time.
Step Three
Protection
This video will take you through how to load in your insurance and will information into the Moneymgmt app
Step Four
Goals
This video will take you through the goals area and show you how to create To-Dos and goals such as debt reduction and savings.
Step Five
Team
This will take you through how to add in your family members and your financial team like your accountant and advisor into your Moneymgmt app.
Step Six
Doc Storage
Learn all about how to load in all your documents and use Moneymgmt like a digital filing cabinet.
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