Explore the topics
Get to know your SurplusConnect a bank
Link your accounts and keep your bank connections up to date.
Safe to Spend and Surplus Setup
Build your monthly plan, see what’s safe to spend and track how the month is going.
Needs your Attention
Make sense of alerts and know what to review next.
Allocate your surplus
Give your spare money a purpose across savings, debt and investments.
Virtual buckets
Track savings and investments held outside your linked accounts and pay for things from them.
Transaction edits
Say what a payment is and how it counts in your month.
Payslip Setup
Add your payslip and understand the details behind your take-home pay.
Debt Setup
Bring your debts together and keep track of repayments.
Investments Setup
Add investments and see where they fit in your overall picture.