Hello there! Welcome to Moorr, your ultimate money management platform, designed to work seamlessly on both mobile and web.
You’re here, which means you’re ready to embark on an exciting journey to set up your brand new Moorr account on your trusty laptop or desktop.
Fantastic! Buckle up because we’re about to dive into a world of financial empowerment and convenience. Let’s kickstart this thrilling journey!
At Moorr, we take pride in ensuring that your onboarding experience is as smooth as a summer breeze. To give you a sneak peek into what awaits you, we’ve got some helpful screenshots lined up.
Ready to take a peek? Just click on the arrow icon, patiently waiting on the right side of each screenshot, and let’s embark on this visual journey through the onboarding process together!
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:
Step 2: Open your Authenticator App on your smartphone and scan the QR Code. Once you’ve scanned it, you should see a new line appears on your app that says “moorr (your email)”. Click “I have scanned, Next Step” button on your laptop.
Step 3: A pop up will appear to confirm that you’ve scanned the QR code. Click “Yes”.
Step 4: Enter the 6-digit code from the Authenticator App on your smartphone.
Step 5: Read through the Terms & Conditions on the page. Once you’re done, tick the checkbox that says “Agree with Terms & Conditions”.
Step 6: And your account is now activated! The next steps are to fill in some basic information to get you started.
Step 7: Let’s start with your first name and if applicable, your partner’s first name too. Once you’re done, click “Start”.
Step 8: You’ll see a list of checkboxes. It’s simply a list that gives you guidance on how to gather your income and expenses as per MoneySMARTS. You do not need to complete these checkboxes.
Step 9: Scroll further down and you’ll see a simple quiz on your future goals. We strongly recommend you fill in this quiz as it’ll help you focus on what matters to you.
Step 10: Once you’re done with the quiz, click “Next Step”.
Step 11: Now, it’s time to enter some basic numbers. Enter your Income (a rough number will do since you’ll be able to update this later).
Step 12: Scroll down and you’ll see some common Expenses categories that applies to an average Australian household. Next to the expenses, you’ll see the recommended bank account for each of them as per Money SMARTS system. You don’t need to do anything here and you can always change the recommended bank account later.
Step 13: Scroll further down and you’ll see “Other Expenses”. If there are any categories that were missing earlier, feel free to add it here. You can also add these later. If you’ve got any loans i.e. home loans, car loan, credit cards etc., please add the details here such as the amount owing and interest rate. A very rough figure will do since you’ll be able to update this figure later as well. Once you’re done, click “Next Step”.
Step 14: 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! You can add them later.
Step 15: If you’d like to skip this section or you’re done, click “Next”.
Step 16: On this page, you’ll see some suggestions from our best seller book, Make Money Simple Again, on how to best implement MoneySMARTS later on.
Step 17: Have a read but don’t worry if you’re keen to get started and wants to open up the platform, just scroll all the way down and click “Got it! Open Up MoneySMARTS!”.
Step 18: 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. 😊
Congratulations on completing your onboarding journey! 🎉 Now, you’ve unlocked a treasure trove of insights and features, all at your fingertips. But wait, there’s more – you can take Moorr with you on your mobile device!
Simply download our mobile app and supercharge your financial prowess. To make it even easier for you, just scan the QR code below with your smartphone, and voilà, the app is yours.
Now, what’s next? Here’s a roadmap for your financial adventure:
Spend money on the things you want without guilt and save for the future with confidence. You can have the best of both worlds. Achieve more, with Moorr
So much to realise & gain,
nothing to lose.
Onboard with your hopes,
dreams & finances.
Start planning & living your
*It’s 100% free. No Strings Attached.
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