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Bankwest tool to track expenses and budget

Posted by niblink niblink
Message 1 of 8 2,935 Views

Just wondering if there was any intention of introducing a tool through online banking and/or mobile app that would allow customers to track their spending and help with budgeting. This is available for at least Commonwealth and NAB customers at the moment, and would make dodgy budgeting apps (such as Pocketbook) less of an issue in regards to security and access rights.

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Re: Bankwest tool to track expenses and budget

Posted by SarahF SarahF
Message 2 of 8 2,933 Views

Hi @niblink, thanks for your message in regards to this. At this stage we just have a few budgeting tools/calculators on our website however I'll pass your feedback onto our mobile team in regards to a tool built into online banking. Thanks!

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Re: Bankwest tool to track expenses and budget

Posted by PopTart PopTart
Message 3 of 8 2,751 Views

If there was a way you could export you BankWest credit card and transaction account details to a budget app it would make it a lot easier

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Re: Bankwest tool to track expenses and budget

Posted by LyndsC LyndsC
Message 4 of 8 2,747 Views

Hi @PopTart, thanks for your suggestion on this. For security reasons we do not recommend using any third party apps that require access to your PAN or secure code. However you can certainly export your current transaction listing and eStatements via online banking and upload these for budgeting purposes. Thanks!

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Re: Bankwest tool to track expenses and budget

Posted by PimPandoer PimPandoer
Message 5 of 8 1,860 Views

Hi @LyndsC, your comment is fair enough but I’d strongly suggest Bankwest to offer a budget service to their customers themselves. In that way there would be no need to pass credentials on.

Others financial institutions do offer this service, either direct or via a third party and BankWest is behind in that sense. The question has been posted several times over several years. Please pass this on to your IT department.

Thanks.

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Re: Bankwest tool to track expenses and budget

Posted by LyndsC LyndsC
Message 6 of 8 1,850 Views

Thanks for your feedback on this @PimPandoer, I will certainly make sure this is passed on for you.

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Re: Bankwest tool to track expenses and budget

Posted by ApprenticeGM ApprenticeGM
Message 7 of 8 1,329 Views

Is there any progress on this? The Commonwealth Bank for example has had an expense tracker app / website available for their clients for years. Surely it wouldn't be too hard to make that available for Bankwest customers - you're owned by them.

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Re: Bankwest tool to track expenses and budget

Posted by DanaeC DanaeC
Message 8 of 8 1,325 Views
Hi @ApprenticeGM, whilst we don't offer this feature at present, we are passing on the feedback to be considered for future enhancements. I am sorry that I don't have a different answer for you.

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