The basics come first
For members, the first three are the same for every household: your accounts, one regular bill and one insurance policy. Together they let NestWise work out your next 30 days of money, remind you before each bill is due and before each policy renews. Anything you have already told us counts, so a mortgage or rent from when you joined already ticks the bill.
Then three picked for you
We pick from your household details. You are never asked which ones you want.
- Expecting a baby: your due date, your Paid Parental Leave plan, then a bank statement so the leave months are planned on what you really spend.
- Children in paid care, or working with children at home: your care details, what an extra day at work would do, then a bank statement.
- Everyone else: a bank statement, your forwarding email address so bills file themselves, then your first important document.
Importing a statement sorts your spending into budget categories for you to check, and a recent one counts as the spending side of your household budget, so there is nothing to type in. Anything that does not apply to you is left out and the next most useful takes its place. After that, each new three is the next most useful left. Everything else is under More you can doon Get Started, any time you want it.
See it, then do it
The first time you start your accounts, a bill or a policy, the page opens with a short tour that points at each part. Its last button, Now add yours, takes you straight to adding your own. After that the step goes straight to adding. The tour stays behind the Need guidance? button on that page whenever you want it again.
Not right now, or not for us
Each step has two quieter choices beside its button. Not right now sets it aside for a week, then it comes back once. I don’t have one (or Not for us) takes it away for good. Both are saved to your account, so they hold on your phone and your computer.
Set something aside twice and, when it comes back, it offers an easier way in instead: photograph a bill, forward the insurer’s email, add just your everyday account, or import a bank statement in place of typing in your budget. The usual way is still there beside it.
Short tours of your pages
Some pages have a short tour. It opens by itself the first time you visit, and the Need guidance? button brings it back. On Get Started, Show me aroundlists the tours for the pages that apply to you, such as your accounts, bills, insurance and your mortgage. A tour you have finished is ticked, and the list goes once they are all done.