Xero Personal Checklist

xero-personal-200Whether or not you use Xero for your business, you can enjoy the great Xero functionality to manage your personal finances.

Boost Bookkeeping can set you up with a Xero Cashbook to monitor your personal income and expenses. This will enable you to find out where your money is going and to identify areas where you can save money.

If you would like to manage your Personal Finances with Xero Personal, please complete the Online Form below.

Of course all the information provided will be treated as confidential and only be used to setup your Xero Personal software.

Please provide as much information as possible so we can get your Xero Personal up and running asap!

* indicates required field
Your Main Bank Account:
Other Bank Account:
Credit Card Details:
Other Credit Card:
Assets & Liabilities:
If you would like to generate a report from Xero showing your Assets and Liabilities, please complete the following two fields. List your Assets and Liabilities and their approximate values, eg House, Car, Boat, Shares, Superannuation, Term Deposits, Bank Loans, Investment Loans, Car Loans etc
Insurance Policies:
Please list any Insurance policies and the premium amounts (Monthly or Annual) so that these can be identified on your bank statement, eg Allianz MV Insurance, $50 per month...