A free online tool to help you manage your budget. Budget Tracker allows you to view all the accounts you manage through Suncorp Bank Internet Banking in one place.
| Budgeting made easy |
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| Understand your spending |
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| Set your budget |
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| Plan for the future |
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| Keeping track of your budget |
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| Accessing the tool |
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| See how it works |
To view a demonstration of how the tool works you can view a demo below. Don’t forget you can easily enable or disable any of your accounts that are managed through Internet Banking if you don’t wish to view them in Suncorp Bank Budget Tracker. |
How to register for Budget Tracker
- Simply logon to Internet Banking;
- Click on the Budget Tracker link from the left hand menu options;
- Read and accept the Terms and Conditions;
- Click the Register button.
We’ll then arrange for the previous three months of your Internet Banking transaction history to be imported into the tool ready for you to start budgeting. This process takes between 24-48 hours and access to the tool will be available after this time.
Top FAQs
Can I upload transactions from accounts I hold at other financial institutions?
You are able to manually upload transaction lists for accounts you hold at other financial institutions into Suncorp Bank Budget Tracker. Any files you wish to upload must be in CSV format.
Why are there transactions listed that are shaded grey?
These transactions represent any internal transfers made between your accounts viewed in Budget Tracker and are automatically excluded from calculations. If you wish to include these transactions, simply click on the down arrow to the left of the date of the transaction and select, “Include this transaction”. You can then categorise the transaction as required.
How do I categorise transfers between my own accounts?
If you are just shifting money around between your accounts, it's best to exclude these transactions so they don't impact the calculation of your budget. Budget Tracker will identify transactions of this type and grey them out / exclude them. Transfers to credit cards and home loans / personal loans can be categorised using the categories.
When will I be able to see my previous days transactions in Budget Tracker?
Generally speaking, you will be able to see your transactions from the previous day from 6:00 am the following day. Occasionally due to delays in processing, transactions may not visible at this time.
How do I categorise my transactions?
Your transactions are automatically grouped into common categories. However you can change how the transaction is categorised by clicking the link called, View and Categorise transactions next to the pie or bar chart in the Expense or Income tab. View the categorising transactions section our demo for more information.
Why can’t I see the link to Suncorp Bank Budget Tracker within Internet Banking?
You may be using multiple profiles within Internet Banking. Suncorp Bank Budget Tracker is only available to customers with a single profile within Internet Banking. Customers with multiple profiles within Internet Banking will be unable to register for Suncorp Bank Budget Tracker. Removing multiple profiles however, will then allow you to register.
How do I enable or disable accounts I view in Suncorp Bank Budget Tracker?
Click on ‘Settings’ to easily enable or disable any accounts you don’t wish to view in Suncorp Bank Budget Tracker.
Can I use Budget Tracker on your mobile phone?
No, Budget Tracker is only available on the full Suncorp Internet Banking platform.
How can I give feedback on Budget Tracker?
The easiest way is to send us a secure message within Internet Banking, which can be then passed onto our Internet team. We will be eager to obtain your feedback and accommodate improvements into future versions of Budget Tracker.
All FAQs
What is Suncorp Bank Budget Tracker?
Suncorp Bank Budget Tracker is an online budgeting tool that allows you to bring all your accounts together in one place, making it easier for you to monitor spending, set budgets you can stick to and plan for the future.
What are the benefits of using Suncorp Bank Budget Tracker?
Suncorp Bank Budget Tracker has been specially designed to help personal customers budget more easily and is fully integrated with Internet Banking.
| Get a clearer picture of your spending | Suncorp Bank Budget Tracker automatically categorises your spending into logical groups, such as petrol and groceries, making it easy to see where your money is going. |
| Create a budget you can stick to | With all of your transactions in one place it is easy to keep a closer eye on your spending. Use past expenditure as a guide for setting realistic targets and monitor spending regularly to see how much you have left. |
| Look to the future | See how small changes in your spending can make a big impact over time in your 'Projected Savings Chart'. |
| Get the complete picture | Suncorp Bank Budget Tracker keeps you up-to-date with overnight uploads of your Suncorp Bank transactions, including everyday accounts, savings, loan and credit card. Non-Suncorp Bank account information can be manually uploaded for a more complete view. |
What do I need to do before I can use Suncorp Bank Budget Tracker?
You’ll need to be registered for Internet Banking to be able to access Suncorp Bank Budget Tracker. Once registered, login and select the Suncorp Bank Budget Tracker link from the left hand menu options to initiate the registration page. You will need to read and accept the Terms and Conditions and click on the Register button to activate your registration.
Once you have registered, we will import 3 months of Suncorp Bank account transactions into Suncorp Bank Budget Tracker. This process takes between 24-48 hours and access to the tool will be available after this time.
How do I register for Suncorp Bank Budget Tracker?
You can register through Internet Banking. Simply follow the below steps:
- Login to Internet Banking and click on the Budget Tracker link from the left hand menu options to initiate the Registration page.
- Read and accept the Terms and Conditions then click on the Register button.
Once you have registered, we will import 3 months of Suncorp Bank account transactions into Suncorp Bank Budget Tracker. This process takes between 24-48 hours and access to the tool will be available after this time.
How do I de-register from Suncorp Bank Budget Tracker?
If you do not access Suncorp Bank Budget Tracker within a 90 day period we will expire your registration. We will send a secure message advising that your registration will be expired unless you re-enter Suncorp Bank Budget Tracker within 14 days. If we expire your registration all data, including manually uploaded data or data obtained from Third Party websites will no longer be visible within Suncorp Bank Budget Tracker and you will have to re-register if you wish to access Suncorp Bank Budget Tracker again.
How do I use the tool?
To help get you started you may like to watch a demonstration on how to use the tool.
What if I have a joint account and both of us would like access to the tool?
Both account holders can individually register for the tool via your unique Internet Banking login details. You then have the option to each set your own budgets.
Where can I access the tool?
Once you’ve logged into Internet Banking click on the Suncorp Bank Budget Tracker link from the left hand menu options. You can then use the top bar to navigate through the four different sections of the tool.
What happens if I don’t access the tool for a few months?
Your registration will become inactive if you don’t access the tool for more than 90 days. We’ll send you a secure message through Internet Banking before this happens to let you know that you have 14 days to access the tool before your registration expires.
What happens if my registration to Suncorp Bank Budget Tracker expires?
If you would like to access the tool again you’ll need to re-register through Internet Banking. Unfortunately, your previous budget and transactional information won’t be able to be retrieved. This means that when you re-register only the last three months transaction history will be loaded into the tool.
Can I transact between my accounts on Suncorp Bank Budget Tracker?
No, Suncorp Bank Budget Tracker is a 'view only' snapshot which enables you to see all your account information in one secure place. You need to use your regular Internet Banking services to perform transactions.
Is there any cost or fee for using Suncorp Bank Budget Tracker?
No, Suncorp Bank Budget Tracker is a free service.
Who can I contact for support with Suncorp Bank Budget Tracker?
Ensure you read the FAQs and watch the demo first to becoming familiar with the tool. For further assistance, simply talk to staff at your local Suncorp Bank branch or telephoning our call centre on 13 11 75.
Is Suncorp Bank Budget Tracker safe?
Suncorp Bank Budget Tracker is housed within Suncorp Internet Banking and therefore requires your logon details to access and sits behind industry level security. Suncorp Internet Banking meets the highest levels of Internet security including physical, electronic and procedural safeguards to guard your personal information. Key components of the security include data and password encryption, network intrusion detection systems, physical security measures and rigorous audits and inspections.
How does Suncorp Bank Budget Tracker protect my account passwords and user IDs?
Once you logon to Internet Banking, we identify you and then pass you information via a secure encrypted tunnel known as a secure socket layer (SSL) connection to Budget Tracker. Your information is kept encrypted at all times. Budget Tracker is only accessible via logging onto Internet Banking.
Which Internet browsers support Suncorp Bank Budget Tracker?
Budget Tracker requires the same web browser and operating system setup as Internet Banking. To use Suncorp Bank Budget Tracker we recommend the following set ups below:
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Suncorp-Metway Ltd ABN 010 831 722 (Suncorp Bank) (c) Sandstone Technology Pty Ltd ABN 66 073 904 462. Banking products provided by Suncorp Bank. Citigroup Pty Limited ABN 88 004 325 080 AFSL No. 238098 ("Citigroup") is the credit provider and issuer of Suncorp Clear Options Credit Cards. Suncorp Bank Budget Tracker is only available to customers with a single profile within Suncorp Internet Banking. Manually uploaded transactions must be in the format required by Suncorp. Suncorp takes no responsibility for uploaded files. If registration is de-activated previously manually uploaded data will be lost. Results and suggestions do not constitute personal financial product advice and should not be relied upon as such. If any advice is provided it is general in nature only and does not take into consideration your full personal objectives, financial situation or needs. You agree to the terms and conditions for Suncorp Bank Budget Tracker in accessing Suncorp Bank Budget Tracker.