Money Tank
Learn how to use Money Tank to see where your money goes, flows, and grows. Get step-by-step guides for managing budgets, tracking Equity, LVR, Savings, and Debt Goals, and staying on top of your financial world.
23 articles
Budgets
Learn how to create and track income and expense budgets in TaxTank, and see how they feed into your Budget vs Actual graph to monitor cash flow in real time.
- Can I create income and expense budgets in TaxTank?Learn how to create income and expense budgets in Money Tank, and see how they feed into your Budget vs Actuals graph to track your cash flow in real time…
- How to create an income budget in Money TankLearn how to create an income budget in Money Tank, choose the right category, set repeating options, and track your expected earnings as real income hits your account.
- How to create an expense budget in Money TankLearn how to create an expense budget in Money Tank, choose the right category, set repeating options, and track your spending as real transactions roll in.
- How to edit an income or expense budgetLearn how to edit or delete income and expense budgets in Money Tank, update your budget details quickly, and keep your Budget vs Actual graph and Variance Report accurate.
- What does the Net/Gross switch Mean in Money Tank?Learn how the Net/Gross switch in Money Tank works, letting you display actual income as net or gross on your Budget vs Actual graph and Variance Report while keeping budgets…
Calendar
Learn how to use the Calendar in Money Tank to track income, budgets, and upcoming expenses, keeping your finances organised and on schedule.
- How to add budgets in the calendarLearn how to add budgets to the TaxTank calendar so you can track upcoming income and expenses, see what’s due at a glance, and stay on top of payments without…
- How to add a Reminder in Money TankLearn how to add reminders in Money Tank to track deadlines, appointments, renewals, and important dates so nothing slips through the cracks.
- How to edit or delete a ReminderLearn how to edit or delete reminders in Money Tank to keep your calendar accurate, update details, or remove outdated reminders instantly across your dashboard.
- How to filter Budgets, Reminders & Goals in the calendarLearn how to filter budgets, reminders, and goals in Money Tank to focus on what matters, view specific properties or businesses, and spot important dates fast.
- Stay Organised with Money Tank RemindersLearn how Money Tank reminders help you track deadlines, appointments, and milestones in one place, keeping your calendar organised and up to date.
Goals
Learn how to set and track savings, debt, equity, and LVR goals in Money Tank, helping you stay on top of your financial targets and monitor progress in real time.
- How to add a savings goal in Money TankLearn how to add a savings goal in Money Tank to track your progress, link it to a bank account, and stay on top of your savings for holidays, emergencies,…
- How to add a debt goal in Money TankLearn how to set up and track a Debt Goal in Money Tank, giving you a clear, real-time view of your loan repayments and progress toward paying off credit or…
- How to add equity goals in Money TankLearn how to add and manage equity goals in Money Tank, helping you track property equity, stay on top of your wealth, and reach your investment targets.
- How to add LVR goals in Money TankLearn how to add and manage LVR goals in Money Tank, helping you track your loan-to-value ratio, improve your equity position, and plan for refinancing or investment moves.
- What's the difference between a LVR & equity goal?Learn the difference between LVR and Equity Goals in Money Tank, and discover how each helps you track your property’s financial position using percentage or dollar-based progress.
- Why can’t I change the properties in a LVR or equity goal after it’s created?Learn why properties in Equity and LVR Goals in Money Tank can’t be changed after creation, and understand how locking your starting values ensures accurate and meaningful goal tracking.
- How to add or edit an image for a goal in Money TankLearn how to add, edit, or replace images for your goals in Money Tank, so you can personalise your equity, LVR, savings, or debt goals and keep your progress visually…
- How the equity & LVR goals update in Money TankLearn how Equity and LVR Goals in Money Tank update automatically, keeping your property equity and loan-to-value ratio accurate in real time as your loan balances or market values change.
- How do debt goals track my progress in Money Tank?Learn how Debt Goals in Money Tank track your progress automatically, updating with real loan balance changes to give you a clear, up-to-date view of your repayment journey.
- Why can’t I change the bank account for a savings or debt Goal?Learn why the bank account for a savings or debt goals in Money Tank can’t be changed after creation, and how keeping the starting balance fixed ensures accurate progress tracking…
- What happens when a savings or debt goal is paused?Learn what happens when a savings or debt goal is paused in Money Tank, how it affects your scheduled payments, and what stays the same while your progress remains saved.
Variance Report
Learn how to use the Variance Report in Money Tank to track budget differences, compare planned versus actual spending, and monitor your cash flow in real time.
- Where to see your budget variances in TaxTankLearn how to view and understand your budget variances in TaxTank so you can compare what you planned with what actually happened, monitor cash flow in real time, and stay…
- Understanding the Cash Flow Graph Hover (Variance Report)Learn how to use the Cash Flow graph hover in TaxTank’s Variance Report to compare forecast vs actual income, expenses, and cash position live.