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 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 "Projects” screen lists the project accounts opened by customers.
- The "Cash reserve" screen contains a detailed view where customers can see the history as well as top up the reserve and transfer funds.
- The "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 analysis tab
The customer has access to their top transactions and top merchants from the past 12 months. By clicking on one of these sections, they are redirected to the 'Statistics' screen, where they can view more detailed information.
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.