Keep commitments together
Record utilities, rates, registrations and other obligations in their relevant sections.
Commitments & renewals
Bring recurring costs and important dates into view.
Organise utilities, registrations, rates and maintenance alongside the people and assets they relate to.
Keep commitments together
Record utilities, rates, registrations and other obligations in their relevant sections.
Know what a cost belongs to
Link costs to an asset, person or entity so the context stays clear.
Details worth keeping togetherYour household records
The details that keep life running
What does the commitments & renewals feature do?
Record recurring services and obligations, including their provider, payer, cost, frequency and relevant dates. Maintenance records can include schedules and completed-work history. Dashboard summaries use recorded commitments to bring recurring costs into view.
Commitments & renewals
The detail behind the view
See the connections behind commitments & renewals.
A financial picture is more useful when it includes the obligations attached to what you own. We included these records to help organise the smaller details that can otherwise be scattered across bills, calendars and emails.
01Council rates
02Electricity
03Maintenance
Record recurring services and obligations, including their provider, payer, cost, frequency and relevant dates. Maintenance records can include schedules and completed-work history. Dashboard summaries use recorded commitments to bring recurring costs into view.
Less searching. More understanding.
Useful in the moments that matter.
Organise utilities, registrations, rates and maintenance alongside the people and assets they relate to.
Know what a cost belongs to
Link costs to an asset, person or entity so the context stays clear.
Keep a service history
Store maintenance schedules, completed work, notes and supporting documents together.
Ready to take control?
Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
Commitments & renewalsA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Choose the appropriate utility, registration, rate or maintenance record.
Enter the provider, amount, frequency and dates from your records.
Link the relevant asset or entity, then review dates and update completed maintenance.
Inside the feature
See the connected records.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
Keeping a property's running details together
Connect rates, utilities and service records to the relevant property. Record providers and dates so the context stays clear when you return.
Keeping track of completed maintenance
Add service details, notes and supporting documents as work is completed. A recorded history can help you explain what has been done and when.
Keep your records connected
Other features
Is this a budgeting app?
No. Financial Portfolio organises wealth and financial records. It does not currently offer transaction-based budgeting.
Does the app automatically pay or renew anything?
No. It helps you record and review obligations. You remain responsible for arranging payments, renewals and services.
How can I track property and household renewals together?
Record utilities, rates, registrations, policies and maintenance in the relevant app sections and link them to the associated asset, person or entity.
What is the benefit of linking a bill to an asset?
The link preserves context. A rates notice or maintenance cost is easier to understand when it sits beside the property it concerns.
Does the financial portfolio app pay bills or renew policies?
No. It records information and displays dates; it does not make payments, renew a service or send scheduled reminder emails.
Start with what you have
Give the everyday details a place to belong.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.