How to use our budget planner

Our free budget planner will give you a detailed breakdown of your finances.

  1. Tap on a category tab to open the accordion.
  2. Enter amounts for each item that’s relevant to you and skip those that don’t apply (none of the fields are mandatory).
  3. Use bank statements, transaction listings or other NAB app tools to help you complete the planner.
  4. Repeat the process for each category that applies to you.
  5. Print your budget for your records.

Remember, as your financial circumstances change, you may want to use the budget planner again to get the most accurate view of your finances.

Other NAB app tools to help you budget and save

Get in touch

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Visit our personal banking contact page for FAQ’s and how-to-guides, help from our virtual assistant and contact numbers.

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Visit us in person at your nearest NAB branch or business banking centre.

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