Understand the categories of your spending

2 mins read

Automatic categorisation of your transactions

Good news – we have made categorising your transactions simpler so you can understand the categories of your spending. When you securely link your bank accounts with  Humaniti, we’ll automatically categorise your transactions for you. That way, you can better understand where you’re money is going and where you can save.

spending categories chart

 

 

Custom categories to suit your needs

If you need to add a custom category to track your spending habits, that’s also covered. You can easily create up to five custom categories. Simply go to your categorisation settings from the mobile app menu to create a custom category.

This might be useful to you if you want to track a regular payment to a merchant over time to understand your spending. Think you’re buying too many cappucinos every week in your local coffee shop? Simply set up a custom coffee category to understand how much you’re spending.

Custom category creation

Set categorisation rules for your custom category

Once you’ve set up your custom category, you can then choose to assign transactions from your chosen merchants to that category. Simply review your transactions to find those you want to assign to your chosen category. Next, decide if you want all past and future transactions from the same merchant to be automatically be put in the same category.

transaction assignment

 

Once you’ve set up the simple categorisation rules, you’ll be able to monitor how much you’re spending in that category from your dashboard.

 

We frequently make updates and enhancements to the app, so if you have any feedback or suggestions, please ensure to let us know what would help you budget better and improve your personal finances. Understand the categories of your spending, discover your net worth, and learn how your super compares to Australians like you.

Refer a friend and earn $10.00

2 mins read

Humaniti refer a friend functionality now available

We want you to share the love and introduce your friends and family to the benefits of Humaniti! If you’re enjoying Humaniti and know some friends that are keen to get a better understanding of their net worth and spending, Humaniti refer a friend functionality is now available.

 

How does it work?

Simply find your unique referral code in your app or online dashboard by clicking the “Refer a friend”  button located in the menu. You’ll be able to share your unique referral code with your friends by email, Facebook, WhatsApp and SMS.

The refer a friend steps are simple:

  1. Login to the Humaniti app on mobile or desktop.
  2. In your menu, you’ll find the refer a friend option.
  3. Simply share your unique link and code with your friends (remember to get their permission to receive your link).
  4. Once your friend signs up and completes their profile (i.e. they’ve registered and linked a bank account), you’ll be rewarded with the referral bonus of $10.00 to your Humaniti account balance.
  5. When your friend completes their welcome survey, they’ll get their first $5.00. 

 

What’s in it for you

For every friend you refer who joins Humaniti (using your unique code), we will add $10.00 to your Humaniti balance. Share the love with your friends and help them build a brighter financial future with Humaniti.

Humaniti refer a friend scheme

 

What’s in it for your friend?

By joining Humaniti, your friend will be able to get  a better handle on their personal finances. When they link their accounts, they’ll be able to:

  • Discover their net worth.
  • Better understand their spending and learn where they can save.
  • Learn how their superannuation compares to Australians like them.
  • Earn extra money by choosing to take part in surveys.

When you refer a friend, the link you can share from the app will  provide your friend with all the information they need.

What are the terms and conditions?

As with all refer a friend programmes,  terms and conditions do apply.