Customise your Insights page

The Insights page can assist you in managing your finances by giving you a better view of your financial position.

In Macquarie Online Banking you can also see your:

• Net wealth
• Recent transactions
• Upcoming scheduled payments
• Monthly budget tracking
• Cash flow
• Spending categories
• Investment asset allocation
• Investment balance history.

In the Macquarie Mobile Banking app you can see your:

• Net wealth
• Spending trends
• Monthly budget tracking
• Cash flow.

To customise information widgets displayed on your Insights page in Macquarie Online Banking:

1. Select Insights from the side menu, or first click on the menu icon in the top left-hand corner to display the side menu 
   
2. Select Customise on the top right-hand side of the page    
3. The page can now be customised
   • To move a widget, hover over the widget, select and hold the arrow icon and drag the widget to the desired position
   • To hide a widget, hover over the widget then select the trash can icon
   • To add a widget, hover over the plus icon at the bottom of the screen, select and hold the widget you want to add back to your dashboard and drag it into the desired position. 
4. Select Save. 

You can add, update and delete external assets and liabilities to get a more complete view of your financial position in Macquarie Online Banking.

To add external assets and liabilities:

1. Select Insights from the side menu, or first click on the menu icon in the top left-hand corner to display the side menu
   
2. Navigate to Your total net wealth widget
3. Select External net wealth
4. Select Add new item
5. Select the Type, enter the Name or Address of the asset or liability, and enter the Value or Balance
6. Select Save.

To update external assets and liabilities:

1. Select Insights from the side menu, or first click on the menu icon in the top left-hand corner to display the side menu
   
2. Navigate to Your total net wealth widget
3. Select External net wealth
4. Select the row you want to amend
5. Enter the Name or Address of the asset or liability, and enter the Value or Balance
6. Select the Tick icon to save or select the Cross icon to cancel any changes.

To remove external assets and liabilities:

1. Select Insights from the side menu, or first click on the menu icon in the top left-hand corner to display the side menu
2. Navigate to Your total net wealth widget
3. Select External net wealth
4. Hover your mouse over the row you want to delete and a Bin icon will appear
5. Click on the Bin icon
6. Select OK to confirm the deletion or select Cancel.

If you have a Macquarie Wrap or Macquarie Vision account, you can view your portfolio valuation in Macquarie Online Banking:

1. Hover over your Macquarie Wrap or Vision account in the account list
2. Select I want to
3. Select View portfolio valuation.