Features
Secure account linking via Yodlee
Automatic catagorisation of spending
Smart Allocation engine for super, bills, and savings
Visual dashboards for cashflow and trends
Exportable reports
fundalo Plans
Basic
Link up to 2 bank accounts
Basic allocation rules (3 max)
Manual allocation tracking with periodic summaries
Goal tracking
Basic exportable reports
Automated
Unlimited bank connections
Unlimited allocation rules
Instant income detection
Automatic allocation tracking with customisable allocation rules
Automated transfer recommendations based on notification preferences
Expense categorization
GST tracking
Goal trend analysis
Automated and custom date range reports