MyMoneySense Features

Consolidated financial dashboard

MyMoneySense provides a single dashboard with a consolidated summary of users’ cash flow, wealth and protection. Through MyMoneySense’s partnership with seven banks and the Central Depository (CDP), users can consolidate their government, bank and CDP data with Myinfo and SGFinDex services. Users can retrieve the following data (with consent given) from their personalised dashboard:

Government data

• Latest CPF account balances
• Past year’s tax bill (Notice of Assessment)
• Outstanding HDB loan balances and monthly instalments

Bank data

• Past months’ current and savings account balances
• Past months’ credit card statements
• Loans
• Fixed deposits
• Unit trusts
• Supplementary Retirement Scheme (SRS) account
• CPF Investment Scheme (CPFIS) account

Central Depository (CDP) data

• Investments in CDP accounts, including:
  1. Equities
  2. Bonds
  3. Funds
  4. Structured products

Financial planning tools

Free tools include an expense manager to track expenses, a home buying guide for first timers, and a target setter for savings.

Financial literacy resources

MyMoneySense offers content that helps users make better informed financial decisions on savings, investments, loans and credit. For example, tips on how to avoid investment scams.

Last updated 30 August 2022