Posts Tagged ‘online budgeting’


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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How can you make it easier to understand your finances? By adding structure and getting organised! When it comes to understanding your spending, for some, a general overview is good, and for others, the more detail the better. You’ll notice the next time you log into heaps! that we have implemented a new look to the categories’ interface. We’ve added new style and effects so that when you categorise a transaction, you no will no longer have to scroll down and find your place again.

Also regarding transactions, there are new abilities for marking transactions as regular. When you categorise a transaction you will be able to mark an income transaction as being regular, and you when you mark any transaction as regular you will be able to enter a custom amount of how much you expect it to be each time. If you would like to allocate money towards your goal you can now do that on this page. Just click “I spent it on a goal” when you are categorising a transaction and heaps! will allocate this money for you. Too easy! Log in now to check out the new changes!


christina@heaps.co.nz

By Christina

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TUANZ Innovation Awards

Kiwibank has been announced as a finalist in, not one, but…three categories for the Telecommunications Users Association of New Zealand (TUANZ) Innovation Awards!  AND every single one of these awards is for their part in bringing heaps! to their customers.

TUANZ is a not-for-profit membership association that has led the charge to improve competition for telecommunications services in NZ.  Their vision is for a New Zealand with a world-class communications system, with all Kiwis enjoying affordable, readily available connectivity.  This prestigious annual awards ceremony recognises outstanding innovation within the telecommunications arena in New Zealand.

Kiwibank is a finalist in 3 categories:

TUANZ Awards - Initiative

TUANZ Initiative of the Year Award Finalists (Pictured: Richard Westlake on behalf of Kiwibank, Michael Foley - Voco (sponsor) and Maxine Elliott - Vector Communications)

TUANZ Education Award (sponsored by Aurecon): For the most innovative education or training product, service or initiative developed in New Zealand, and delivered electronically to New Zealanders, which contributes to general education (applicable to whole life learning, e.g business, community, primary, secondary, tertiary, etc).

TUANZ Initiative of the Year (sponsored by Voco): For a product, service or application facilitated or enabled by the innovative use of technology in New Zealand, or by a New Zealand company overseas.

TUANZ Commerce Award (TUANZ’s own): For the most innovative financial product, service or initiative developed in New Zealand, and delivered electronically to New Zealanders, which enhances the customer’s experience.

The winners will be announced at the award ceremony on Thursday, 2 September at the Langham Hotel in Auckland.  Congratulations to Kiwibank, and thank you for being such a supportive partner!