How do I use Lyfeguard’s financial insights?
Understand your finances clearly with real-time insights across accounts, assets, and spending.
The Insights section of Lyfeguard helps you see the bigger picture of your financial life — from spending patterns to investment performance and retirement planning.
📊 What you can view in Insights:
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Connected Accounts: See all your Open Finance-linked accounts in one place.
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Spending by Category: Analyse where your money’s going.
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Spending vs Last Month: Track your spending habits month to month.
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Recent Transactions: Review activity across all connected accounts.
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Net Worth Total: Get a live snapshot of what you own vs what you owe.
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Net Worth Over Time: Visualise financial growth (or dips) over time.
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Assets & Liabilities: Understand the breakdown of your financial position.
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Pensions: View current pension totals and set retirement targets.
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Investments by Type: See how your money is split across asset classes.
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Investments Over Time: Track the value and growth of your portfolio.
🛠️ Best practices for using Insights:
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Keep accounts up to date: Connected accounts expire every 90 days under Open Finance rules — reauthorise them when prompted to keep data flowing.
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Use trends to plan: Spot habits and patterns that can help you make better financial decisions.
🧰 Troubleshooting:
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If data looks outdated, try reauthorising your financial account connections.
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Still having issues? Contact our support team — we're here to help.
Lyfeguard’s Insights tools give you control and clarity. Use them regularly to stay informed, plan better, and feel more confident in your financial decisions.