UP Budget

Overview

User

Overview

Good Morning, Admin · Loading active cycle...
On Track Next Pay: —

Connect UP Bank to calculate your daily spending allowance

Accounts

Recent Transactions

Connect UP Bank to see transactions

Income $0.00
Expenses $0.00
Credits $0.00
Net Savings $0.00
Savings Rate
0% saved
Monthly Summary
Gross Income per month (after tax)
Fixed Commitments $0.00
Joint Allocation $0.00

Subscriptions & Fixed Costs

ItemCostFreq /MonthDue DayNotes
Total$0.00

Discretionary / Pocket Money

ItemCostFreq /MonthDue DayNotes
Total$0.00

Joint Accounts & Fixed Transfers

ItemCostFreq /MonthDue DayNotes
Total$0.00

Income Credits / Reimbursements

ItemAmountFreq /MonthDue DayNotes
Total$0.00

Bank Accounts

Reorder your savers or choose which ones appear on the dashboard

Savers & Balances

Drag and drop savers to reorder them on your overview list.

Account Visibility

Choose which connected UP bank accounts appear on your dashboard.

Connect UP Bank API to list accounts
Total Target $0.00
Total Saved $0.00
Remaining $0.00
Monthly Required $0.00
Overall Progress
0% saved
Savings Feasibility
Feasibility Assessment
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Active Saving Goals

Bill Tracker

Track your upcoming, paid, and overdue bills chronologically

Chronological Bill Checklist

Your bills are arranged in chronological order by due date. Border indicators show payment status: Paid (Green), Partially Paid (Orange), and Overdue (Red).

Connect UP Bank to track bill payments

Live Transactions

May 2026
Spent $0.00
Received $0.00
Cycle Delta $0.00

No transactions loaded

Connect UP Bank to see live transactions

Spending Analytics

May 2026
Spent $0
Txns 0
Avg/Day $0

Spending Breakdown

Transaction data needed for charts

Top Merchants

Spending data needed for merchant rankings

30-Day Cash Flow Forecast

Connect UP Bank for balance forecasting

Budget vs Actual

Budget and transaction data needed

Unconscious Spend Audit

Audit recent discretionary expenses to expose impulse behavior leaks.

MTD Behavioral Leak Statistics

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UP Bank API Token

Link your personal UP Bank account to feed live balance and transaction updates in real-time.

Connection Status
Checking...
Active Account Token Loading...
NEW / UPDATED TOKEN

Get your Personal Access Token from api.up.com.au

Save New Token
Disconnect Account Token

UP Bank Webhook Validation

Exposing webhook endpoints publicly without verification is unsafe. Verify the authenticity of UP Bank payloads (HMAC-SHA256 signature checking).

Signature Verification
Disabled (Unsecured)
YOUR PERSONAL WEBHOOK TARGET URL

Register this URL in your UP Bank account webhooks page to receive real-time updates.

UP WEBHOOK SECRET KEY

Provided by UP Bank when registering your webhook subscription.

Save Webhook Secret
Remove Webhook Secret

Spend Audit Reset Center

Reset your behavioral spend audits. This will delete all local classification metrics and programmatically remove custom tags from your Up Bank account so cards can be re-audited.

Audits Data Clearance Re-enable Candidate Cards
Reset Swipe Tags & Audits

Pay Cycle Settings

Align calculations to your salary cycle and ignore older spending in the current cycle.

Enable Pay Period Mode
Allowance Start Date

Notification Preferences

Toggle which smart real-time push alerts you want to receive on your devices.

Unbudgeted Subscriptions
Subscription Price Changes
Upcoming Bill Reminders
Bill Account Shortfalls
Savings Goal Milestones
Large Spend Alerts

Navigation Customizer

Customize your experience: select up to 3 features to pin on your mobile bottom menu bar, and drag items below to sort your desktop sidebar.

Mobile Pinned Tabs (Max 4)

Select up to 4 pages to display directly on your mobile bottom menu. Unselected pages are dynamically routed to the 'More' sliding menu sheet.

Desktop Sidebar Sequence

Drag and drop these cards (or the sidebar links themselves) to reorder your navigation sequence.

Data Import & Export

Back up your local configuration, target limits, and custom alerts as a JSON file.

Export Budget JSON
Import Budget JSON

Useful Links & Actions

What-If-O-Meter

Good Morning, Admin · Loading active cycle...
Trajectory Control Panel

Simulator Controls

Rollover Mode
Simulate planned transaction
$
Reset What-If-O-Meter

More Features

Quick Settings

Pacing Period
Daily Budget Style

Pay Period Schedule

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