The five choices
- A photo, email or document: a photo or PDF of a letter, bill or notice (we read it and show you what we found), forwarding an email, a card such as a licence or Medicare card, a pile of insurance policies, or a document to keep with its dates.
- A date to remember: an appointment, event or deadline, a birthday, or an anniversary.
- A bill or payment: scan a bill, type one in, import a bank statement, or add income.
- Something changed for us: a baby, a new job, retiring, moving. Tell us once and we update what it affects.
- A quick note, list or to-do: something to do this week, a note to keep with a person, a list, or something for a court, school or care matter.
Nothing is saved until you check it
When we read a photo, PDF or email, we show you what we found first. You change anything that is wrong, then save. When you type something in, it saves when you press Save.
After you save
A short note says what was saved and where else it now shows. A bill: your cashflow counts it, and Notifications reminds you the week before it is due. A date: when it appears on Home and in your Sunday email. A document with an expiry date: a reminder in the month before, and its place on your Renewals list. Something that changed: which parts of NestWise now follow your new life stage. It only lists what really happened. If part of a bill could not be saved, nothing is kept and we ask you to try again, so you never end up with a bill that is not counted.
Reminders for a date
The reminders you choose for an appointment or event arrive through your phone calendar. Link it once from the Calendar page and your phone reminds you on the days you picked. If it is not linked yet, the note after saving says so and takes you there.
Who can use it
The + is part of the membership, during the free trial and after. It is not shown on a free account.