Sumeria+ Centre

Access

Sumeria+ Centre is available for all Sumeria+ customers. They can access it from the bottom of the app home screen.

Content

This screen contains all the benefits and tools provided by the Sumeria+ programme.

Main tab

• A graphs displays the money saved up month after month thanks to the Sumeria+ assisted savings tools
• The "My projects” screen lists the project accounts opened by customers
• The "My cash reserve" screen contains a detailed view where customers can see the history as well as top up the reserve and transfer funds
• The "My assisted savings tools" screen is where customers can enable or disable assisted savings tools (start of month transfers, rounding up to the nearest euro, savings games...)

"Expenses tracking" tab

• Here customers can see the different charts and views they set up (see Expenses tracking page). They can also create new views by tapping the "+" sign or "New".
• Below are the top transactions they made as well as the top vendors they interacted with in the past 12 months. Tapping either will redirect them to the "Statistics" screen for more statistics.
• Tapping "Monitor my recurring expenses" lets customers create, view and analyze their fixed expenses (see the Fixed expenses page).

"Advice and methods" tab

• The budget planner helps customers organize their budget thanks to Sumeria's 50/30/20 calculator. They can also open a budgeting account right from this screen.
• The "Envelopes method" is a page explaining how the method works and how useful it is for managing a budget.
• The "Community tips" screen spotlights tips and advice from several Sumeria+ customers.

"Support" tab

• A direct link to ask a question or book a call with a Sumeria+ expert.

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