Navigate to https://myportablefinance.com.au/ - see Plans
Yes, for the first time. Once logged in - You will be prompted to sign into your bank of choice, once signed in, it may take 1 hour for your data to sync. Your data will re-sync 3 times per day.
Please feel free to contact us here.
Yes. In most areas of MPF your data is downloadable as a CSV file.
Yes. You have the ability to share transacton data via Email. For more information, please consult our Knowledge Base once logged in.
Achievements are golden badges to symbolise certain MPF and Financial Milestones. You can view yours on your myProfile page, once logged in.
MPF standard subscription plans are monthly. However, certain bulk subscription options are available. Please contact us here.
Please see our Payment Policy: https://myportablefinance.com.au/content/payment_policy
You can upgrade your account through your PayPal settings under myBilling in your Profile.
You may cancel at anytime. Once cancelled, your account will remain active until the next month billing end date. Any remaining account balance will then be refunded. Your account will then be disabled and marked for deletion in 30 days.
You can cancel your subscription through your Advanced Settings and logging a Cancellation Request (or Deleting your account). Your cancellation will then be handled by one of our friendly team members - your cancellation date will be from the time/date of Cancellation Request/Account Deletion. Alternatively, if you have subscribed using a PayPal account, you can disable auto billing through settings. For more information regarding PayPal, please visit https://www.paypal.com/
Your subscription is cancelled and in 30 days your account and data are completely removed.
If your deletion period of 30 days is still active, you may re-activate your account by emailing email@example.com with your account number.
- MPF uses high grade SSL encryption
- High level login security
- Secure Bank data connections
- Secure Data Hosting
- Data loss prevention
Ownership of the data always remains with the person who subscribed to MPF.
All data is kepted and stored inside Australia.
Yes. A MPF subscription gives you access to bank feeds. This includes unlimited bank accounts and transactions, in accordance with our fair use policy.
MPF asks for your permission on your first login to set up your first bank transaction feed. Your credentials are securely handled by our industry compliant open banking platform provider. Your data is then retrived from your bank of choice and copied to the MPF database where it is locked to your account. Once an account is deleted, all of this data is destroyed.
You can manage your bank feeds and add new accounts at any time using the Manage Bank Feeds option in your myProfile page.
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