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Free PersonaFi Beta Access: Spending Forecast & Budget App at PersonaFi
Posted 11/10/2026

Free PersonaFi Beta Access: Spending Forecast & Budget App at PersonaFi

FinancialBudgetingPersonal Finance

PersonaFi is a new Aussie budgeting app in free beta that forecasts your finances for the next 12 months.

  • Upload a CSV export from your bank and it auto-categorises transactions and builds a forecast in about 10 minutes
  • Compare your spending against similar Aussie households (using ABS data) and run "what if" scenarios like cutting takeaway or ditching subscriptions
  • Plan net worth and big life moves, plus an AI coach with six personalities
  • Sign up at personafi.com.au and use code OZBARGAIN (first 50 sign-ups, no card required)
  • Upload every account you move money between so transfers aren't mistaken for spending or income

It's an early beta, so expect bugs, and the founder genuinely wants your feedback on the setup flow.

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