Planner Bee automates financial planning and matches your financial needs to the right products.
The simplest way to manage money, insurance and investment.
We made a video to show you how the syncing process looks like.
You will need to have an existing login ID and password to your financial portal.
If you do not have one or forgot your credentials, register or reset your password before you try to sync with Planner Bee.
If the account is secured by 2FA login methods, you will need to perform the authentication during the sync process.
All data is read-only, and we do not save your login IDs or passwords. We cannot move money in or out of your account and we cannot make changes to your insurance policies too.
Planner Bee operates on a one-time, read-only access and simply downloads the transactions on your behalf. For some banks, a new One-Time Password is sent to you every time you login for security reasons. Upon successful login, the latest data will be securely retrieved.
All Financial data is stored and securely encrypted in the cloud and Amazon’s data centres.
We are constantly updating our engine to improve the categorisation of the transactions. You can also manually re-categorise transactions by clicking on the individual transaction. As you rename the categories, our system will learn the pattern to serve you better.
Salt Edge integrates and coordinates with your various banking institutions via a number of methods. As a result, there are various complex tasks that Salt Edge has to perform. This is done securely and through a highly encrypted process.
First verify if you have used the wrong credentials. You may try by logging into your online bank or insurance account on the provider’s site to verify that you have the right credentials. Then try again via Planner Bee. As part of our journey to improve the functions to serve you better, our friendly customer service agents can help speed things up. Please send a screenshot of the error to our email firstname.lastname@example.org and we will get it fixed.
Possible reasons for such errors:
When you make a purchase with your credit or debit card, transactions are not finalised immediately. Many merchant finalise the charges daily, but some do it less frequently. This lag time is what they call settlement period.
You might see the transaction on your ibanking system but these transactions will not be retrieved by Planner Bee. Only finalised transactions are retrieved.
If you are using the default access code from OCBC, change that on the OCBC site and try to sync on Planner Bee again with the new access code.
To sync to your HSBC account on Planner Bee, the only option is their dual-password method. We currently do not support log in with security device or mobile security key.
For HSBC HK:
For HSBC SG:
To sync your Hang Seng account on Planner Bee, we use their dual-password method. All Hang Seng users have 2 passwords: the First Password and the Second Password. Simply enter both passwords in full in our app.