Moneytory is a personal financial diary that helps you manage your cash flow to have a healthier life and finances.

What is the point plus of Moneytory?

• You can set your financial record period as you need.
• Income and expenses will be recorded automatically.
• More detailed categorization with main category and specific category.
• Search box for a more accessible finder and change the category.

What are the Moneytory benefits?

With Moneytory, you don’t need to record your income and expense manually. You can have a simple way to see your cash flow more clearly.

How to access Moneytory?

1.  On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap three dots icon on the upper right screen.
4. Tap Settings.
5. Set day and date.
6. Tap Save.

Can I change Moneytory period in the current month?

Yes! You can change Moneytory period any time you want.

What transactions are recorded in Moneytory?

All money that goes into your Jenius account and transactions using IDR Active Balance, e-Card, and x-Card.

What is Overview?

Overview is a summary of your Income, Expense, and Net Income. You can see them on a weekly, monthly, or 3 months period.

What is Highlights?

A record consists of Expense Trend and info about Highest Expense, Most Frequent Transaction, Most Frequent Transfer, Most Frequent e-Wallet Top Up. You can see them on a weekly, monthly, or 3 months period.

How many period types are available in Moneytory?

There are 3 period options.

• Weekly.
• Monthly.
• 3 months.

Can I set my Moneytory period?

Yes! You can set it as you wish, including starting the period according to your payday.

How to set Moneytory period?

• On Home, tap Moneytory.
• Tap three dots icon on the upper right screen.
• Tap Settings.
• Set day and date.
• Tap Save.

Can I change Moneytory period in the current month?

Yes! You can change Moneytory period any time you want.

Do my transactions categorized automatically?

Yes. All money that goes into your Jenius account and transactions with Rupiah Active Balance, e-Card, and x-Card are categorized automatically.

What is main category?

A category that summarizes income and expenses.

What is specific category?

Part of the main category contains several other categories that are more detailed.

Can I create a category in Moneytory?

You can’t create or add a new category.

Can I change category in Moneytory?

You can’t change the name of the category, but you can change the category whose records don’t match the transaction.

How to change a category in Moneytory?

1. On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap three dots icon on the upper right screen.
4. Tap Settings.
5. Set day and date.
6. Tap Save.

What are the categories in income?

• Salary.
• Incoming.
• Investment Withdrawal.
• Refund.
• Loan Disbursement.
• Interest.

For information, all incomes are recorded as the main category.

How to see my expense records?

1. On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap Expense.
4. On Expense Details, look at the total amount/percentage per category.

How to see my expense records in other periods?

1. On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap Expense.
4. On Expense Details, tap the arrow icon located beside the pie chart.
5. Look at the expense records in the period you want.

How to see my expense records per category?

1. On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap Expense.
4. On Expense Details, choose the category that you want.
5. Look at the expense records in that category, or tap the specific category to see more detailed records.

How to see all my expense records?

1. On the bottom navigation of your Jenius app, choose Wealth.
2. Scroll down to the Insights for You section, then choose Moneytory.
3. Tap Expense.
4. On Expense Details, tap Total.
5. Look at the expense records arranged in chronological order or tap the icon on the right of the screen to change sorting options.

What are the categories in expense?

In contrast to incomes, expenses are divided into main categories and specific categories. Here are the details:

Food & Drinks

• Daily Meal.
• Snacks & Drinks.

Tagihan

• House & Apartment Rent
• Pulsa & Paket Data.
• Household Bills.
• TV & Internet.
• Electricity, Water & Gas.
• Insurance.

Groceries

Gift & Charity

• Charity.
• Gift.

Shopping

• Fashion.
• Gadget & Electronic.
• Home Appliances.

Hobby & Entertainment

• Games.
• Movies & Music.
• Books.
• Dining Out.
• Pet.
• Hobby.

Health & Personal Care

• Doctor & Hospital.
• Personal Care.
• Drugs/Medicine.

Education

• Tuition Fee.
• Classes & Workshops.
• School Supplies.

Savings & Investment

• Investment.
• Savings.

Sports

• Sport Activities.
• Sport Equipment.

Family Needs

• Children.
• Parents.

Traveling

• Transportation (Traveling)
• Hotel & Villa
• Attractions & Tours

Transportation

• Gasoline.
• Daily Transportation.
• Parking & Toll Fee.
• Vehicle Maintenance.

Loans

• Credit Card.
• Flexi Cash.
• Home Mortgage.
• Car Installment.

Others

• Cash Withdrawal.
• Cost & Taxes.
• Transfer to Other Account.
• Send to Business.
• Send to Personal.
• Top up Wallet.
• Top up Card.

Uncategorized

How to see my expense records?

• On Home, tap Moneytory.
• Tap Expense.
• On Expense Details, look at the total amount/percentage per category.

How to see my expense records in other periods?

• On Home, tap Moneytory.
• Tap Expense.
• On Expense Details, tap the arrow icon located beside the pie chart.
• Look at the expense records in the period you want.

How to see my expense records per category?

• On Home, tap Moneytory.
• Tap Expense.
• On Expense Details, choose the category that you want.
• Look at the expense records in that category, or tap the specific category to see more detailed records.

How to see all my expense records?

• On Home, tap Moneytory.
• Tap Expense.
• On Expense Details, tap Total.
• Look at the expense records arranged in chronological order or tap the icon on the right of the screen to change sorting options.