Moneytree application is a household account bookkeeping application that automatically calculates your income and expenses by registering your bank accounts, credit cards, e-money, loyalty cards, etc., to accurately track and manage your balances and accumulated points.
Internet banking registration is required to register your bank account with Moneytree.
Even if you do not yet use Internet banking, you can start using it relatively smoothly if you have an account.
You can check your transactions and balances on the bank website without going to the bank, and you will also benefit from lower bank transfer fees.
For credit cards, e-money, points, etc., users will be issued an ID and password after registering on each financial service's website.
Once you have registered your bank and credit cards with Moneytree, you will be able to check your statements and balances all at once on the Moneytree app.
The main screen will be the “Balances” screen with a tap on the bottom “Personal”.
Swiping left or right, you can refer to the “Points,” “Balances,” and “Spending” screens as shown below.
To register a new financial service, select the icon in the upper right corner.
(iOS version of the app) Tap the “+” icon in the upper right corner.
Tap + in the upper right corner of the Vault screen
(Android app) Tap the three lines in the upper right corner.
Tap “Connection Settings”
For instructions on how to register for financial services after this, please click here.
In the case of API integration, there is an expiration date for authentication, and reauthentication is required periodically.
In this case, please follow the instructions.
You can refer the Graph of deposit and withdrawal data
・iOS App)
Tap the icon in the upper right corner of the Expenses screen
・Android App)
Tap the three lines in the upper right corner > Tap “Show Graph
For more information on how to use graphs, please click here.
Monthly reports and insights are available for paid service subscribers
< Monthly Report >
For more details, please click here.
<Utirity Insights>
For more details, please click here.