The For You tab ranks providers by how well their features match what you need. Setting it up is optional and takes under two minutes.
1. Open the For You tab
On the Financial options page, choose the For You tab. If you haven't set it up yet, you'll see a card titled "Personalised for you". Choose Get My Recommendations.
2. Choose what you need
The first question is "What do you need?" Select all that apply:
- A bank account
- A savings account
- A phone contract
- Car finance
- Insurance
- Money transfers
3. Answer a few questions for each
For each thing you chose, you'll get a short set of questions, such as what you need an account for, which features matter and your budget. Where you can only pick one answer, the next question appears as soon as you tap. Where you can pick several, choose Next when you're done. See The recommendation questions for the full list.
4. See your matches
After "Building your recommendations..." and "You're all set!", the For You tab shows your results, grouped by category. Each card has a match badge:
- Strong match (green)
- Good match (blue)
- Possible match (amber)
Strong matches come first. See How matches are ranked for how the badges are worked out.
Your recommendations are a way of sorting the same directory. Every provider in the categories you chose is still shown, just ranked by how well its features match your answers. It's not an assessment of you and not a prediction that you'll be accepted.
