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Bickie

Everything Bickie can do.

A complete, honest list of what's in the product today — from schedule-based budgeting to multi-entity wealth. If it's on this page, it's built and you can use it now. The handful of things still on the way are at the bottom, clearly marked.

PaidPro— everything else is free.

Transactions

Every dollar in and out, captured the way you actually think about it.

One unified list

Every payment and deposit across all your accounts, newest first, with name, date, merchant, category, account and amount.

One-off, recurring or all

Flip the list between everything, just single entries, or just repeating schedules.

Add, edit and delete

Record a one-off payment or income against any account, change it later, or remove it.

Money in or money out

Tag each entry as income or expense, shown clearly in green or red.

Categories

Label spending with a colour-coded category pill.

Merchants & notes

Note who you paid and add free-text context to any transaction.

Tax-deductible flag

Tick entries as deductible so you can find them at tax time.

Search, filter & sort

Find by name, merchant or note; filter by type, account, category, source, tax status, date or amount; sort any way.

Bulk actions

Select many at once and categorise or clear them in a single step.

AI category suggestionsPaid

Bickie proposes a category for uncategorised transactions — accept, swap or dismiss.

Suggestions become rulesPaid

Accepting a suggestion saves a matching rule, so the next similar transaction is sorted automatically.

Schedules, budget & forecast

Bickie's core idea: tell it your repeating money, and it shows you what's coming.

Recurring schedules

Set repeating income and expenses — rent, salary, subscriptions — that feed your budget and forecasts.

Six cadences

Daily, weekly, fortnightly, monthly, quarterly or yearly, with an 'every few periods' multiplier.

Start/end dates & pause

Give a schedule a window, or pause it without deleting it.

Pay-cycle budget

Forecast income, expenses and net position for your current pay cycle, built from your schedules.

Forecast vs actual

See what your schedules predicted against what's actually landed, with progress bars.

Still-to-come

How much recurring income is still due to arrive and how much expense is still to go this cycle.

90-day cashflow forecast

A projected balance line over the next 90 days, highlighting the lowest and highest points.

Schedule calendar

A month calendar with income/expense dots, combining real and upcoming payments; tap any day for detail.

Net-position trend

A bar chart of your net position across recent and upcoming pay cycles.

Spend breakdowns

Pie charts of forecast spend by your own groups and by category.

Groups

Bucket repeating items into named groups, and pause a whole group at once.

Accounts, mortgages & net worth

Your whole financial position — balances, property, loans — in one place.

Accounts

Track bank accounts, credit cards, super and cash; colour-code them; see assets, liabilities and net balance.

Balance history

Every balance change is captured automatically and charted, with growth since you started.

Include/exclude from net worth

A per-account switch to keep an account in or out of your net-worth totals.

Mortgage offset tracker

Model your loan with its offset and watch extra contributions and lump sums speed up payoff.

Multiple mortgagesPaid

Track more than one mortgage, each on its own tab.

Payoff scenarios

Compare extra-contribution plans side by side to see the interest and time each saves.

Windfalls

Drop one-off lump sums (tax refunds, bonuses) on dates and watch them accelerate payoff.

Advanced offset insightsPaid

Right-now cards: monthly interest, annual interest saved, where your offset should sit, effective rate.

Live offset linkPaid

Connect a real bank account so its balance feeds your mortgage's offset figure.

Property value & equity

Enter a property's value to see equity, with the property as an asset and the loan as a liability.

Net worth

Total assets, liabilities, net worth and a debt-to-asset health rating at a glance.

Manual net-worth items

Add your own assets and liabilities that aren't tracked as accounts.

Snapshots & trend

Save dated net-worth snapshots and watch the trend over time.

Composition charts

Where your assets sit, and assets vs liabilities vs net worth.

The dashboard

The numbers you check most, arranged the way you want them.

Customisable layoutPaid

Rearrange, resize, add and remove dashboard cards, or reset to default.

Budget summary

This pay cycle's income, expenses and net position at a glance.

Quick add

Log a transaction inline without leaving the dashboard.

Upcoming bills & next payday

What's due in the next 30 days, and a countdown to your next income.

Safe-to-spend

Liquid balance minus upcoming bills through to your next payday.

Cashflow forecast

The 90-day projected balance line, on your home screen.

Account balances & low-balance alerts

Every account with its balance, and flags when a spending account runs low.

Net worth & FIRE progress

Your net-worth trend and how far you are toward financial independence.

Savings rate & top merchants

How much you're keeping and where the money's going.

Weekly insights cardPaid

Your top AI insights, with a link to see them all.

Australian calculators

Built for Australian rules — tax, super, stamp duty, CGT — not patched onto a US engine.

FIRE timeline

Your path to financial independence in two phases: building wealth, then how long it lasts.

Compound interest

How a balance grows with regular contributions and compounding.

Savings rate

What percentage of your income you actually keep, and what it means.

Salary & tax

After-tax take-home from a gross salary, including Medicare levy and study-loan repayments.

Capital gains

Estimated CGT on a planned share or property sale, including the 12-month discount.

Borrowing capacity

Roughly how much a lender would offer based on income, expenses and existing debt.

Mortgage offset

How much faster your loan finishes and how much interest you avoid with an offset.

Loan comparison

Two loans side by side over their full life, including rate, fees and total cost.

Offset vs invest

Park spare cash in your offset or invest it — which comes out ahead, and when.

Property cashflow

Weekly out-of-pocket cashflow on an investment property after rent, costs and tax.

Rent vs buy

Your net position after ten years buying with a mortgage vs renting and investing the deposit.

Stamp duty

Property transfer duty across every Australian state and territory.

Insurance needsPro

Your cover gap across life, TPD, trauma and income protection, given debts and dependants.

Insights & scenarios

A weekly read on your money, and what-ifs you can drag.

Weekly money insightsPaid

An AI-written read on your finances — overview, budget, strengths, opportunities, peer comparison and goals.

Refresh on demandPaid

Regenerate insights and scenarios now instead of waiting for the weekly run (daily allowance applies).

Peer comparisonPaid

How your spend and key metrics compare to typical Australian households for your income and size.

What-if scenariosPaid

Cards like 'retire sooner' or 'pay the mortgage off faster' that recalculate live as you drag sliders.

Financial health scorePaid

An always-on 0–100 score across savings, runway, debt and how well you've categorised spending.

Budget trackingPaid

A this-period forecast-vs-actual view with optional AI commentary.

AI assistants

Bring your own AI. Link an assistant and ask about your money in plain language.

Connect Claude, Cursor & morePaid

Link any MCP-capable AI assistant to your Bickie account.

Read-only by defaultPaid

Assistants can read your accounts, balances, transactions, budgets, goals, net worth and projections — nothing more unless you grant it.

Write access when you allow itPaid

A separate write permission lets an assistant add transactions, recategorise, set budgets and update goals.

Guided automationsPaid

Ready-made routines like bulk-recategorising a batch or setting up a savings goal.

Rate-limited & promptablePaid

Requests are capped per minute, and a starter-prompt library helps you get going.

Entities, investments & tax

For more complex finances: trusts and SMSFs, a real portfolio, and your live tax picture.

Multi-entity wealthPro

Create separate legal entities (trust, SMSF, company), assign accounts and mortgages, and view net worth per entity.

Super contribution trackerPro

Track concessional and non-concessional contributions per person against the year's caps, with over-cap warnings.

Division 293 trackingPro

A live alert when your income plus concessional super crosses the Div 293 threshold.

Trust ledgerPro

Live profit & loss from an entity's transactions, carried-forward losses, and beneficiary distributions.

Investments & allocationPro

Track holdings with live prices, set a target asset allocation, and see drift against it.

RSU schedulePro

Add equity grants and auto-generate vest tranches with cliff and cadence, and track what's vested.

DCA schedulerPro

Plan recurring buys per holding and confirm each as you make it.

Advice (SOA) trackerPro

Store advice documents, extract recommended actions with AI, and track them on a kanban with review reminders.

Live tax positionPro

Your year-to-date and projected AU tax — brackets, Medicare, LITO, HELP and a Div 293 estimate.

Property cost-base registerPro

Itemise a property's CGT cost base by type to feed the capital-gains calculator.

Cashflow waterfallPro

Ordered rules that allocate your monthly surplus — fixed amounts, percentages, then a sweep.

GoalsPro

Set and track savings, debt and retirement goals with progress and target dates.

Insurance registerPro

Record your life, TPD, trauma and income-protection policies alongside the needs calculator.

Households & sharing

Share the picture with a partner — with the right access for each person.

Shared households

Group your money tracking under a named household you can share.

Invite by emailPaid

The owner invites others by email to share access.

Roles & permissions

Owner, Member (can edit), Limited (add but not delete), or Viewer (read-only).

Manage invitationsPaid

See pending invites, copy a join link, or cancel ones you no longer want.

Switch households

Jump between any household you belong to from the header.

Remove members & rename

Manage who's in your household and what it's called.

Demo data

A throwaway demo household with realistic sample data to explore, that never counts toward limits.

Security & your data

Strong sign-in by default, and your data is always yours to take or delete.

Email, Google & Apple sign-in

Sign in with email and password, a magic link, or your Google or Apple account.

Breach-checked passwords

New passwords are privately checked against known breaches and blocked if exposed — without ever leaving your browser.

Two-factor authentication

Turn on TOTP 2FA with any authenticator app; register more than one device, each named.

Recovery codes

Single-use backup codes to get back in if you lose your authenticator.

Sign out everywhere

End every active session at once.

Export everything

Download a complete JSON file of your household — accounts, transactions, schedules, mortgages, net worth and more.

Import & one-click undo

Bring data back in from a Bickie export, with every import logged and reversible.

Delete your account

Permanently delete your account and all your data, anytime, from settings.

Row-level isolation

Database-level rules mean you only ever see your own household's data.

Notifications & platform

Stay in the loop, your way, on any device.

Email notifications

Choose which emails you get — trial reminders, payment alerts, large-transaction alerts, new-member alerts.

Large-transaction alerts

Get notified when a transaction exceeds a threshold you set.

Scheduled budget digest

A recurring email summary of income, expenses, net position and top categories — weekly or monthly.

Quiet hours

Set a daily window when Bickie won't email you.

Light, dark or auto

Match your system, or pick a theme per device.

Works everywhere

The layout adapts to phones, tablets and desktop.

Pricing & your subscription

Free forever for the essentials, paid when you want more.

Free plan

Budgeting, transactions, net worth, FIRE and the calculators — no card, no countdown.

Paid planPaid

AI categorisation, weekly insights, advanced calculator views and higher limits.

Pro planPro

Multi-entity wealth, super and trust tools, investments, insurance and your live tax position.

Monthly or yearly

Choose monthly or discounted yearly pricing, with the yearly equivalent shown.

7-day free trial

Try a paid plan; cancel anytime and auto-downgrade to free if you don't subscribe.

Promo codesPaid

Apply a promo code for a discount — some grant free access with no card.

Self-serve billingPaid

Open the payment portal to update your card, download invoices or cancel — and upgrade Paid → Pro in a click.

Getting around

Fast to navigate, whatever you're here to do.

Sidebar & mobile menu

A grouped side menu (Track, Own, Plan) that collapses to icons, and a slide-out drawer on phones.

Quick-jump search

A keyboard shortcut to jump straight to any tool, calculator or setting by name.

FavouritesPaid

Pin your most-used pages to the top of the menu and drag them into order.

Guided onboarding

A first-run flow that walks you through your pay cycle, accounts and schedules.

Breadcrumbs & settings hub

Always know where you are, with one place linking every setting.

Coming soon

We'd rather be straight about what isn't built yet. These are in progress — they're not part of any plan's promise until they ship here.

Automatic bank feeds

Securely link your bank so transactions import and sync automatically. In beta, off by default.

Rebalance suggestions

Turn portfolio drift into specific buy/sell amounts to get back to target.

Cashflow-aware investing

Have scheduled DCA buys and RSU vesting flow into your cashflow forecast.

Auto cost-base → CGT

Feed your property cost-base register straight into the capital-gains calculator.

Super contribution strategy

Optimisation and bring-forward planning on top of contribution-cap tracking.

Goal auto-progress

Track goal progress automatically from linked accounts, with catch-up contribution guidance.

Refreshed look

A new visual design rolling out gradually — today's users keep the current look until then.

Start with the free plan.

No card, no countdown. Add more when you're ready.

Start free →