Client FAQs

Here you’ll find the answers to the most frequently asked questions about MyBudget and getting started with our service. If you can’t find what you’re looking for, please contact us.
When will I hear from my client success coach?
You will hear from your client success coach within 2 business days to help you set up your new account.
How do I log into the MyBudget App?
You should by now have received your client ID to use as your log in details, if you have lost or forgotten your password, click the “forgot password” link in the app.
What if I’ve forgotten an expense in my budget?
No problem! Please let your client success coach know during your welcome call and we can re-balance your budget.
What’s the process of adding all the account details for my bills?
During your welcome call with your client success coach, you will be able to provide all your creditors billing information. Alternatively, you can use the “snap my bill” feature on the MyBudget app to upload any details for any of your bills for your client success coach to add to your budget.
What if I would like MyBudget to change my payroll details?
We’d love to help! Simply let your client success coach know the best contact number or email address for your employer and we will contact them on your behalf.
How does MyBudget know to pay my utility bill when it arrives as it changes in amounts and frequencies?
Great question! There are a number of different ways you can let us know the amount due when a bill is received. The snap my bill feature is an easy way to send through utility bills and our team will update the amount and due date in your account. Alternatively, we can set it up so that you can update amounts and dates yourself in the client mobile app when bills are received, many clients prefer this option as it will update immediately.
Who do I speak to, to make amendments to my expenses?
Please call us on 1300 300 922 and select option 1 to make any changes to your budget, we are here to help!
What if I need an additional amount added to my living expenses?
Your budget is flexible and we are always able to make changes. Please call us on 1300 300 922 and select option 1 to make any changes to your budget, we are here to help!
How do I access my savings?
Either log onto the MyBudget app and transfer from your savings to your desired account, or call us on 1300 300 922 and select option 1.
How do you pay my direct debits?
Your budget has been created to transfer funds to your nominated account for all direct debits 3 days prior to the due date to ensure the funds are available for your creditor to debit.
If you have any questions about direct debits that are due to be taken prior to the budget starting, please speak with your client success coach during your welcome call.
How do I know my bills have been paid?
Your MyBudget app will show both scheduled payments that are upcoming, along with the history of anything paid. Simply click on the expense in your transaction history and you will see both the due date of the expense and the paid date and time the bill was paid.
Is there a routine health check on MyBudget?
Any time you talk to our friendly client success coaches we will talk to you about the health of your budget to ensure you are still tracking towards your financial goals. You can also see your budget health and position 24/7 on the client app and portal.
MyBudget is proposing new arrangements with one of my creditors, what do I need to do?
Just provide us with the reference number and/or contact details and we will do the rest! We will keep you up to date with the status of these arrangements and should you hear from your creditors, please refer them to us to chat.
What happens if I’ve missed my payroll cut off and my income comes back to me, and not into my new MyBudget account?
No worries at all! Please let your client success coach know during your welcome call and we will be able to help you with this.