Understanding your finances
By Grace1 author16 articles
- What if I have more than one bank account?For customers providing multiple bank accounts during a quotation.
- How much bank transaction data do you access?Automated bank transaction retrieval, bank login
- Why should I let you retrieve my bank transaction data?Automated bank transactions retrieval, bank login
- How do I know this service is secure?Bank transaction retrieval security
- What is automated bank transaction retrieval and what is it for?Automated bank transactions retrieval, bank login
- How do you access my bank transaction data?How bank transaction data retrieval works
- What is the difference between a liability and an expense?Differences between a liability and an expense
- Is rent a liability?Understanding if rent is a liability
- I own a house with a mortgage. Is it still an asset?Is a mortgage an asset?
- I share assets with my partner. Do I enter the full value of all of our assets or just my share?What to do in the case of joint assets. Shared assets.
- What are ‘expenses’?What are my expenses?
- Getting stuck on the expenses page?Stuck on part 3 of 5 of Financial Details
- What is my ‘income’?Regular income, completing the income page
- Should I include changes to my partner’s income?Expected changes to my income. Changes to partners income.
- Why is it important that my repayment frequency, monthly amounts and interest rates are true and accurate?Making the details accurate
- There is a liability missing. What do I do now?Adding a liability