Cashwise Reporting Dashboard

Review your advancement towards your financial goals.

CASHWISE reports provide an holistic view of your NET financial position, including your main cash account, loans and investments and annual superannuation balance, and pension status where applicable.  Compare your actual cashflow and net position to your projected cashflow and net position. View individual transactions to help identify reasons for any significant difference from month to month.

And make sure to check the “Progress Update Summary” each time you logon, to obtain a birds-eye view of your achievements.  As you will see this page dynamically includes your debt, cash and investment position with an overall bottom line snapshot.  


CASHWISE is a dynamic cashflow monitoring tool.  It does not provide financial planning advice. It is not a budgeting tool.