Back to NestWise
Help

How to use NestWise

Short how-to articles. Looking for how Australian benefits work? Guides covers CCS, FTB, PPL and the rest.

Getting started
The "? Ask" widget — search + personal lookup
How the floating "? Ask" pill searches guides + how-tos, and how "Ask about my account" answers from your own saved data.
Capture (inbox, scan, import)
Forward your first email to NestWise
Bills, letters, school notes — send them to your private NestWise address and they file themselves.
Scan a bill — what we extract
Photo or PDF of a bill. We read the amount, due date, provider, frequency. Image never stored.
Import a bank CSV — supported banks
Turn projections into actuals. Drop a CSV from CBA, ANZ, NAB, Westpac, Macquarie, or any generic export.
Money + budget
Set up your family budget in 5 minutes
Money in, money out, the gap — on one page. The shortest path to seeing where you actually stand.
Cashflow + bank imports
Import a bank CSV, see money-in vs money-out for the last 12 months, filter by account or category.
Housing (mortgage + rent)
Track your mortgage or rent
Scan a statement or fill in manually — lender, rate, balance, property address. Free forever, as many properties as you have.
Family + kids
Family tree + kids — what you can do
Add kids, edit inline, per-person profile pages. Photos, nicknames, life stages, care transitions. Clean up mistakes fast.
Baby (pregnancy → toddler)
The Baby hub — pregnancy through toddler
PPL planner, baby budget, weekly journey, newborn claim tracking. Everything for the pregnancy → toddler window in one place.