Finding your way around
Swish has two pieces of permanent furniture: the sidebar on the left and the header across the
top. Everything else appears in the space between them.
The sidebar
Your main navigation. Items are grouped; select a group heading to expand or collapse it.
| Item | Takes you to |
|---|---|
| Dashboard | Your home screen — see Your dashboards |
| Registers | Expandable group: Asset, Liability, Insurance, Business/Trust |
| Insurance Quotes | Request and review insurance quotes — guide |
| Accounts | Your connected bank accounts |
| Document Vault | Your encrypted uploaded documents — guide |
| Shared access | Invite another Swish user or an adviser to view selected records — guide |
| Budgeting Tools | Expandable group (below) |
| Investment Tools | Mortgage & Borrowing, Property Investment Analysis |
| Settings | Notifications, Newsfeed, Help & Support, My Profile |
| Feedback | Report a problem — see Help and feedback |
| Help Centre | Opens these guides at the page most relevant to your current screen |
| Logout | Sign out (asks you to confirm) |
Budgeting Tools contains:
| Item | Purpose |
|---|---|
| Spend Overview | The saved history of each budget cycle — guide |
| Transactions | Review and categorise your spending — guide |
| Subscription | Find and manage recurring payments — guide |
| My Budgets | Build and adjust your budget — guide |
| Account Allocation | See how reserves and goals sit against your real balances — guide |
| My Goals | Your savings and retirement goals — guide |
Collapsing the sidebar
Use the collapse control to shrink the sidebar to a narrow strip of icons when you want more room for the
screen you are working on. On a tablet, the sidebar stays as a narrow strip of icons. Its arrow opens the
full menu over the page, and so does selecting a group icon such as Registers or Budgeting Tools —
the full menu opens with that group already open, so you can pick the page you want. On a phone, only the
header menu button is shown; it opens the same drawer.
The header
Hello, your name — a greeting, on the left.
Budgeter / Investor switcher — flips between your two dashboards. The switch holds for as long as you
stay signed in; next time you sign in, Swish opens on the dashboard you chose during setup.
Notification bell — View All Notifications opens the full
Notifications screen.
Coming soon. The bell currently shows example notifications. Your real reminders are on the
Notifications screen.
Background jobs indicator — shows what Swish is doing in the background, such as syncing your bank
accounts or preparing your budget data. It is always there; it changes colour and shows a count when
there is work running. See below.
Your avatar — opens a menu with My Profile, Notifications, Help & Support, and Logout.
Background jobs
Some things take a moment — fetching new transactions, refreshing balances, rebuilding your goal
allocations. Rather than making you wait, Swish does them in the background and shows progress in the
header.
Open the indicator to see what is running. If something fails you can Retry it, or Dismiss the
message.
You do not need to watch it. Everything continues while you use the rest of Swish.
Background work does not survive closing your browser. Anything still queued is dropped when your
session ends — deliberately, since it keeps your financial data out of long-lived browser storage. The
routine work runs again by itself next time you sign in, so nothing is left half-done; a job you
started by hand may need starting again.
Moving between screens
Register items and accounts open in place. Selecting an asset opens its detail view with a back
control to return to the list.
Linked items are shortcuts. From a house, select its mortgage to jump to the Liabilities register —
with a link back to where you came from.
Browser back works. Swish keeps track of where you have been within the app, so the back button
behaves the way you would expect.
Common controls
These behave the same everywhere they appear:
| Control | What it does |
|---|---|
| Search box | Filters what is on screen as you type |
| Filter dropdown | Narrows a list by category, account, type, or status |
| ⋮ (three dots) | Opens actions for that row — edit, delete, view details |
| + Create / + Register New | Adds a new item |
| Clear | Resets all filters on the screen |
Getting help
Use the ? button on a screen, Help Centre in the sidebar, or Help & Support in your profile
menu. Screen-level help opens the most relevant guide; the other links open the help-centre homepage.
Feedback lets you report something that is not working, and attach a screenshot with anything private
blurred out. See Help and feedback.