All of your assets and liabilities are conveniently in one place so you can see everything you need at once. Link all your accounts and more.
Discover how much equity you have, work with your Edge Lifestyle Manager advisory team to find out what you can buy right now, get a free property appraisal and track your progress towards buying your next home or investment property.
Send a request to your property manager to integrate your property and receive free benefits like property transactions, documents and receipts uploaded online. You'll also have access to special property commands to help you manage your property effectively.
Snapshots displays your net worth (what you own minus owe) at the end of each calender month. Chart your wealth so you and your Edge Lifestyle Manager advisory team can clearly see how your wealth is tracking and keep up to date automatically each month.
Your transactions are automatically categorised to allow you to easily see where you're spending your money. Personalise and manage your transactions to reflect your life by tagging and filtering transactions. Automatically set up reports to monitor spending.
Say goodbye to spreadsheets. Instant budgets are created around your spending. You're in control as you have the ability to set limits on categories.
Cut out paperwork. Forms are automatically completed for you where possible. Get super organised by uploading important documents (eg receipts, wills, contracts etc) so you'll never misplace them again. You can also view and manage all your insurance too.
With the ability to tag and filter transactions as tax items, upload receipts and documents or get your Edge Lifestyle Manager advisory team to do it all for you... end of financial year just got easier.
Set and receive notifications, goals and use the calculator to stay on track and achieve your targets quicker. Your savings goals couldn't get any easier as the goal calculator let's you visually watch your money grow.
You can upgrade to the Premium version at anytime.