The Self Manager App

A new mobile app for Self Manager has been made available to all Self Manager subscribers, giving you more visibility on your plan and transactions and putting the power of invoice approval into your hands! We are excited to provide you this app and simplify the way you keep track of your plan!

Features

Review your budgets
You have full oversight of your budgets and can see how much you've spent from your line items. We'll also alert you if your budgets are approaching their maximum expenditure.

Monthly breakdown
Drill down into one of your budgets and get a full breakdown of all transactions by month. Review individual transactions and the invoices that have been paid.

Approve invoices
With the Self Manager app, you can require some or all invoices received by Manage It to be sent to you for approval first, giving you the ability to make sure all invoices are correct and expected.

Review your plan
You can review your plan terms in the app and who is managing your plan. If you need to get in touch with your Plan Manager, you can do it directly through the app.

Download the app

The app is available on both the Apple App Store and the Google Play Store, for iPhones and Android devices respectively:

Requirements

There are some requirements for using the Self Manager app. Please note that this app is designed for mobile devices only, and while the app may work on tablet devices, the experience may be affected.

Android devices

Android devices must be running at least Android Marshmallow (Android 6.0). Most phones released after 2015 should have this or a later Android version.

iPhone devices

iPhone devices must be running at least iOS 12. This includes the iPhone 5S and any devices released after.

Permissions

The app requires some permissions to be granted for certain features. If your device and OS requires approval from you to grant this permission, you will be prompted to approve or decline the permission when using these features.

File storage

File storage permissions will be requested when downloading your plan as a PDF, or downloading a PDF of any invoices attached to transactions.

Notifications

The app will prompt for notifications permissions when first run, and if you enable invoice approval. The notification permission is required to send you notifications when invoices are received, or when there's an alert for your budget.

Getting support

We are more than happy to provide support for our subscribers that use the Self Manager mobile app. You may get in touch with Manage It via the details below:

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If you are plan-managed by Manage It, you may also contact your plan manager for assistance.

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