One of the biggest requests from Moorr users has finally arrived — Transactions is now live (in beta) across the platform.
This brand-new feature gives you the power to upload your bank statements via CSV, review and categorise hundreds (or thousands) of transactions in minutes, and unlock rich spending insights that sit right at the heart of MoneySMARTS.
And best of all? This is just the foundation. Transactions is the engine that will drive Moorr’s future Open Banking experience.
To mark the launch, Ben and Alric have recorded a quick walkthrough explaining how it works and what you can expect next:
🎥 Watch the Transactions Overview with Ben & Alric
Why Transactions Matters
Until now, many Moorr users have relied on the MoneySMARTS weekly workflow and manual entry.
That works beautifully — but reviewing actual spending becomes even more powerful when you can import large volumes of data at once and let smart automation do the heavy lifting.
With Transactions, you can:
- Upload CSV statements from your bank (full list and links available)
- Use Smart Import to clean and structure your data
- Let Opti AI auto-categorise and learn from your spending behaviour
- Build or edit Automation Rules so future transactions land in the right place
- Compare Actuals vs Budget directly inside each MyFINANCIAL Card
- Track your cash activity with the new Cash on Hand card
It’s fast, accurate and designed to give you far more clarity over where your money really goes.
How Transactions Fits Into Moorr’s Bigger Vision
To give you a clearer picture of where this new tool is heading, here’s a quick snapshot of the rollout.
Stage 1, which is now live, allows you to upload your bank statements via CSV and process them through Moorr’s secure Transactions Feed. Once inside the platform, Opti’s AI and your Automation Rules work together to categorise your spending and feed rich insights directly into your MyFINANCIAL Cards.
Stage 2 will take things even further — replacing CSV uploads with real-time Open Banking feeds from over 100 Australian financial institutions. The experience inside Moorr stays exactly the same… the only difference is that your transactions arrive automatically.
This step-by-step approach means you get the full power of the Transactions system today, while we prepare the secure infrastructure needed for seamless Open Banking connections tomorrow.
See How It Works
Watch the intro video above where Ben & Alric walk through the feature, what it unlocks, and how to start exploring it.
For the full step-by-step guide, screenshots, FAQs, and links to download CSV files from your bank, head to our official Transactions page:
👉 https://www.moorr.com.au/transaction-feeds/
Whether you’re a MoneySMARTS purist, a spreadsheet lover or someone who just wants more visibility, Transactions is here to supercharge the way you track, automate and understand your spending.
More updates — including Open Banking — are on the way. Stay tuned.
