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