New to Moorr on the Mobile App

Step 1: Sign Up to your Free Moorr Account. We also strongly recommend using high-level and complex passwords to enhance security. Simple text, numbers, and birthdays of yourself, partners, or family members should be avoided. We recommend passwords to include:

• At least 1 Upper Case alphabet
• At least 1 Lower Case alphabet
• Include Numbers
• Include characters like: !,@%$

Step 2: Read through the Terms & Condition policy. Once you’re done and agree with it, tick on the checkbox for “I accept the Terms & Conditions policy” and click on the “Sign Up” button.

Step 3: A pop up will appear. You have the option to turn on your Biometric Authentication here. If it’s turned on, you’ll get the option to log in via your phone’s biometric authentication instead of your password. If you’d like to turn this on, click “Yes” and follow the prompts. If not, “click “No”.

Step 4: And your initial sign up is done! The next steps are to fill in some basic information to get you started.

Step 5: Read through the Terms & Conditions on the page. Once you’re done, click “Accept”.

Step 6: The rest of your onboarding will be guided by Opti. Let’s start with your name.

Step 7: Select the household that relates to you the most.

Step 8: (If applicable) Enter your partner’s name.

Step 9: And we’re now in the numbers side of things! Once we’ve started, don’t worry if you need to close the app in the middle. Your progress will be saved. You also get to choice to skip this whole process by clicking on “Finish” but we recommend you take the time to finish the onboarding so that you can optimise all the insights and dashboards later. Now, let’s start with “Assets”.

Step 10: Select “Properties”.

Step 11: Enter the number of properties. If you don’t own any properties, click on “Skip”.

Step 12: Follow the prompts and enter the details of your properties. A rough figure will do since you’ll be able to update this later. Click on “Next”.

Step 13: Select “Bank Accounts”. Follow the prompts and enter the details of your accounts. A rough figure will do since you’ll be able to update this later. Click on “Next”.

Step 14: Select “Investments”. Follow the prompts and enter the details of your investments. A rough figure will do since you’ll be able to update this later. Click on “Next”.

Step 15: And you’re done with Assets! Click “Next”.

Step 16: Alrightey, let’s go with Borrowings next. Click on “Borrowings”.

Step 17: Enter the number of borrowings. If you don’t own any, click on “Skip”.

Step 18: If you do have borrowings (credit card, home loan, HECS etc.), follow the prompts and enter the details of your borrowings. A rough figure will do since you’ll be able to update this later. Click on “Next”.

Step 19: And you’re done with Borrowings! Click “Income”.

Step 20: Click on “Add an income”

Step 21: Follow the prompts and enter your income details. Once you’re done, click “Save”.

Step 22: Repeat the same steps if you have a partner. Otherwise, click “Next”.

Step 23: And you’re done with Income! Click on “Expenses”.

Step 24: Select the items that you spend your money on and click “Next”.

Step 25: You’ll now see the list of expenses items. Click on “Set Up” to enter the amount.

Step 26: Now, let’s enter a rough amount for each of the expenses category! Essential means it is a mandatory amount while discretionary are expenses that you can choose to not spend if you have to. If you don’t know the amount for each expenses, that’s ok! Click “Next” to skip it. You can add them later. 

Step 27: Once you’ve gone through the expenses, click on “Completed”.

Step 28: Did you see al the tick marks? You’re very close! Click on “Finish”.

Step 29: AND THAT’S IT! You have now finished your onboarding for Moorr. Feel free to explore around and update those numbers so you optimise the reporting in this platform. 😊