Planner Guides

Guides are grouped according to the different stages of using your customised planner. 

Build your plan

This section covers how to build your budget/plan if you have only recently signed up. By following each step you will be able to create a clear plan that ensures you can now monitor your actual income and expenses easily.

Monitoring my expenses

This section covers how to regularly track what is actually happening with your income and expenses and what to look for so that you can stay on track with your plan.

Reviewing my expenses

This section covers what to look for when reviewing your expenses so that you can focus on areas for improvement.

How to

This section is a resource of guides that can answer various questions you may have, for example 'What do I do if my income has changed?' If you cannot find the answer you are looking for use the 'Submit a Question' function on your dashboard and send us a detailed message of what you need help with and we will point you in the right direction.

Tip: You can also use the search function to find guides based on a certain criteria or rev