How to use our budget planner

Log into internet banking or the app to start tracking your finances with NAB’s budgets tool or use our free budget planner for 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

NAB Budgets

Easily monitor your expenses online with our new banking tool Budgets, available in the NAB app.

  • Create a budget for a variety of different expenses, including essential household bills.

  • Track your spending against your budgeted amount to avoid overspending.

  • Save more and reach your saving goals faster.

Popular banking products

We offer everyday banking with no monthly account fees, high-interest savings accounts, and other lending options to help you bank, save and spend.

Guides to help you manage your finances

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