Most people know what they should be doing with their money — but without clarity, structure and accountability, good intentions don’t turn into results.
In this kickstart webinar, we’ll help you turn messy, scattered spending into a clear, achievable surplus plan for 2026. You’ll learn how to uncover where your money actually went in 2025, use real transaction data to set a realistic surplus target, and create a simple system to stay on track throughout the year.
This session is practical, action-focused, and designed to help you move from awareness to consistency — without spreadsheets, guesswork or manual tracking.
If you want clarity, control, and momentum heading into 2026, this webinar replay is your starting point!
In this Surplus Challenge webinar, Ben walks through how to take control of your money in 2026 by starting with clarity, not guesswork. This session unpacks why surplus matters, why manual tracking rarely sticks, and how using real transaction data can change the way you think about spending, saving, and setting goals.
You’ll see how Transaction Feeds in Moorr help remove the admin and overwhelm by automatically organising your spending, turning last year’s data into practical insights you can actually act on. From there, Ben shares a simple framework to set a surplus target that fits your life — not one that looks good on paper but falls apart by February.
The session also covers common mistakes people make when setting surplus goals, how automation supports better habits over time, and why clarity before commitment is the key to lasting progress. The live Q&A dives into real questions from the community and practical scenarios people are facing right now.
⏱ Timestamps
- 05:44 – What we’ll cover
- 06:30 – What is Surplus & Why it matters
- 11:06 – Key takeaway #1
- 13:34 – The “Old” Budgeting System
- 15:44 – Why manual tracking fails (and why people give up)
- 19:00 – Smarter Money Managament
- 22:35 – How to Set Your Surplus Target (Demo)
- 46:00 – Common mistakes people make when setting surplus goals
- 49:34 – What Ifs Scenarios
- 1:00:00 – Demo Recap and your Next Steps
- 1:03:24 – Moorr’s Transactions Tips
- 1:05:48 – What Actionable Insights will you get?
- 1:12:09 – Upcoming Moorr Releases
- 1:12:28 – Live Q&A highlights
- 1:27:18 – Join our 2026 Surplus Challenge at www.moorr.com.au/surpluschallenge
Log in or create your free Moorr account: https://my.moorr.com.au/signup
If you’d like to learn more about Transaction Feeds and automation in Moorr, visit: https://www.moorr.com.au/transaction-feeds/
If you want 2026 to be the year you stop guessing and start making informed money decisions, this session is a great place to start.
Learn more about the Surplus Challenge here: https://www.moorr.com.au/surpluschallenge/
