Client FAQs

Your Client Success Coach will contact you shortly after your budget is created to guide you through the setup and make sure you feel supported from day one. They will check in with you regularly, review your goals and help you adjust your budget when needed so you stay on track and feel confident with your finances.

You can log into the MyBudget App by using the email address linked to your MyBudget account. If you have forgotten your password, select the reset option and follow the steps. The app gives you full visibility of your budget, bills, savings and upcoming payments so you can stay informed and in control.

If you’ve forgotten an expense, contact us and we will update your budget for you. Your money coach will review your plan, adjust your payments where possible and make sure the new expense fits into your financial structure. We aim to keep your budget flexible and stress free even when unexpected costs come up.

You can provide your bill details during setup or anytime afterward. Share your bill information with your money coach and we will add it to your personalised budget, schedule future payments and make sure the correct amounts are set aside. This helps keep your bills organised and prevents missed or late payments.

If you need to change your payroll details, simply contact us and we will update the information for you. We will guide you through the correct documents and steps so your income continues flowing smoothly into your budget without interruption.

Utility bills often change, so we track your bill history and set aside a consistent amount in your budget based on your past usage. When the bill arrives, we review the exact amount and adjust your budget if needed. This approach ensures you are prepared for each bill even when the amount varies.

To amend any expenses in your budget, contact your MyBudget team through the app, by phone or via email. We will update your plan, review the impact on your upcoming payments and make sure your budget continues to support your financial goals.

If you need extra funds for living expenses, just let us know. We will review your budget, check your upcoming payments and allocate the additional amount where possible. Our goal is to make your budget flexible and supportive of your day to day needs.

You can request a savings transfer at any time through the MyBudget App or by contacting the team. We will review your upcoming bills to make sure accessing your savings will not affect your financial commitments. Your money is always yours and available when you need it.

MyBudget schedules and pays your direct debits by setting aside the correct amounts in your budget and making payments on time. We monitor your bill cycles and ensure funds are ready when each debit is due. This helps prevent missed payments, overdue fees and financial stress.

You can check your paid and upcoming bills anytime in the MyBudget App. You will see payment dates, amounts and statuses, giving you complete transparency. If you ever have questions, your MyBudget team can walk you through your payments and future schedule.

Yes. We regularly review your budget to make sure it still suits your income, bills and financial goals. These health checks help you stay on track, adjust to changes and make steady progress toward reducing debt, building savings and feeling more financially secure.

If MyBudget proposes new arrangements with one of your creditors, you simply need to provide the reference number and any documents we request so we can finalise the details. Our team will communicate with the creditor on your behalf, negotiate where appropriate and update your budget so repayments stay organised and manageable. This helps reduce your stress and ensures your debts are handled professionally and efficiently.

If you miss your payroll cut off, just let your Client Success Coach know as soon as possible. We will review your upcoming payments, adjust your budget where needed and help you stay on track. MyBudget is designed to be flexible, and our team will work with you to make sure your bills, savings and essential expenses continue running smoothly.