heaps! how to


alicia@heaps.co.nz

By Alicia

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Goals are awesome. They motivate you and keep your on track to getting what you want. In heaps! we’ve made goal setting even easier by creating goal templates for you to choose from. Of course you can still set your own goals, but these templates come with a list of tasks that are filled out already for you and will keep you on track to achieving your goal faster. You can choose from templates like buying a car, buying a house, getting out of debt, saving for a medical procedure, going on holiday and saving for retirement. Check out the screenshot below for a taste of what these templates look like:

When ever you want to add money towards your goal you no longer have to go to the goals page first. Just click “I spent it on a goal” when you’re categorising a transaction and it will do it quickly for you. Check out our new goals tracking page below, it is full of milestones along the way to help you break up your journey.

Even better, now you can celebrate by seeing a goal completed in heaps!. Your completed goals are also kept on record so you can see past goals that you have achieved. Go you!

  • Add a new goal from categorisation – If you click on “I spent it on a goal” when you’re categorising a transaction you’ll be able to add a new goal without going on to the goals page first.
  • Goals progress display – your goals graphs will constantly update to show how much you’ve saved and spent on your goal.
  • Easier editing of goals – you’ll be able to edit your goals easier and faster, mark a goal as spend or investment, and see your goal picture instantly after uploading.

alicia@heaps.co.nz

By Alicia

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Budgeting is so important and we were lucky enough to get some tips from our very own Prime Minister, John Key. Mr. Key chats to us about setting goals, ways to limit spending (especially on a night out), and ways you can save money. Check out the video!


christina@heaps.co.nz

By Christina

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We’ve made it easier for you to manage all your finances in one place! Not everyone banks exclusively with Kiwibank, and with the new heaps!, you can now import data files from other banks. heaps! will support files from ANZ, BNZ, ASB, Westpac, and National Bank.

When you upload your data, heaps! recognises your transactions and allows you to categorise and budget for them as you would your Kiwibank transactions. You can include these external accounts in any of your existing account groups or even create a new group just for them.

With all your finances in one place, budgeting has never been easier!

Have a look at the new Accounts page:


christina@heaps.co.nz

By Christina

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The Budget Page has undergone a facelift, and you will find that it will be easier to keep on top of your finances.

heaps! users can now change the name and frequency of a budget item or delete it altogether. As many of you have requested, you can also control whether an expense is necessary or optional – You do this by clicking on the icons, necessary is the number ‘1’ icon and optional is the number ‘2’ icon.

The last 5 transactions can be viewed on the budget page, by clicking the down arrow on the budget line, making it easy to see which spends are being included.

Take a look: