Explore the topics
Get to know your SurplusConnect a bank
Link your accounts and keep your bank connections up to date.
Safe to Spend
Understand what’s available to spend and how your number works.
Needs your Attention
Make sense of alerts and know what to review next.
Surplus Setup and Tracking
Build your monthly plan and see how you’re doing against it.
Allocate your surplus
Give your spare money a purpose across savings, debt and investments.
Transaction edits
Review your transactions and put spending in the right place.
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.