We support bank statements, interim statements, and transaction listings issued in PDF by all Australian banks, lenders, and credit card providers, as well as a bunch of international institutions too.
We also support most transaction listings created by printing an online banking website to PDF.
Finally, scanned PDFs (and photographs and screenshots) are also supported, at an additional cost of $3.99. The quality of the source document can affect the quality of the resulting report — read more about how we handle scanned PDFs here.
Absolutely. Before we ask for payment we give you the ability to upload all your bank statements and ensure they are recognised by our system. (You will need to create an account and log in, so that we can properly secure the uploaded files and only show them to you.)
If the statements aren’t recognised for whatever reason, simply don’t make payment, and there will be no hard feelings 😊
Yes, if your client has online banking access. We partner with an Australian company called CreditSense to safely and securely retrieve your bank transactions. CreditSense have been providing this service for over 10 years, and you can read more about them here.
Importantly, we never see login details, only the transaction data provided to us by CreditSense.
Connecting directly to online banking is often more convenient than downloading PDFs and then uploading them. However, when accounts are connected in this manner, we can only access the last twelve months of transactions, which may not be reflective of your client’s normal expenditure.
With PDF upload, you can upload statements older than twelve months. You can also upload statements disclosed by the other side.
After you have connected your accounts, and/or uploaded PDF statements, you will get access to a review portal where you can see how we categorised every single transaction. (Don’t worry, they’re grouped intelligently to make this process easy.) Using this portal, you can make any adjustments required, even adding new categories of expenditure for your client’s specific situation, such as medical specialists for children.
You can also share the form with your client, who can use use the review portal to inspect the categorisation and identify any issues that may need to be discussed.
Once you and your client are comfortable with the categorisation, you can download:
If your client has only recently separated, they will not have a history of bank transactions to evidence their new weekly expenses. Despite this, PartN.com.au can be extremely valuable:
It’s not at all uncommon for someone’s expenditure to be unrepresentative at the point at which they seek spousal maintenance. Often, they have been cut off financially, and are spending far less than they did during the relationship.
PartN.com.au allows you to choose the date range that is used to prepare the Part N. You could, for example, prepare one Part N based on transactions between 12 and 24 months ago, and another one based on the most recent 6 months, to clearly demonstrate the change in circumstances.
This can be done be changing the date range inside PartN.com.au; you do not need to pay for a second Part N.
The short answer is: however you like! We don’t try to change the way you like to work.
That said, it’s not always immediately apparent how a new tool is best used, so here is a suggestion for how to get the most our of PartN.com.au:
Of course! We have a standard one-pager which describes the service, how it will be useful, how much it costs, and how the client’s data is secured.
Click here to download the one page explainer PDF
We utilise a large and constantly-updating database that matches transaction descriptions that you
see on a bank statement, with actual vendors and their lines of business. This lets us categorise
IINET SUBIACO EAST AUS Card xx7038 Value Date: 09/06/2015 as Internet,
for example.
Yes, we know. No database can capture the intricacies of every client’s life. Maybe there are
direct transfers to a cleaner or babysitter. Maybe there are cash withdrawals for buying groceries
at the market. Maybe the WOOLWORTHS expenses are all gifts, not food.
That’s why we allow you and your client to categorise transactions that our system didn’t recognise, or didn’t accurately categorise in your client’s specific context.
By the time this process is completed (which typically takes less than twenty minutes), you will have a strong Part N.
Don’t worry, we’ve got that covered too. We automatically divide a supermarket expense across food, household supplies, and toiletries. We perform similar splits for department stores, home and garden hardware shops, homewares stores, and so on. (Of course, you or your client can adjust the division if we’ve got it wrong.)
First, our system intelligently classifies each expense as being for you, your children, you and your children, or the entire household. (Clients can change these classifications if required.)
Then, we ask the client for the composition of their household, including each person’s age and how many nights per fortnight they stay over.
We then pro-rate the expenses accordingly. So, if the client has one child who stays 5 nights per fortnight, and the expense is for the entire household, it would be attributed 14 ÷ (14 + 5) = 74% to ‘you’ and 5 ÷ (14 + 5) = 26% to ‘your children’.
Certain expenses are never apportioned. For example, alcohol is only allocated to your client, not their children.
Either your client pays for PartN.com.au themselves using their credit card, or if you prefer, you can pay using a credit card and add the expense to your client’s next bill as a disbursement.
PartN.com.au exports a complete Financial Statement in Microsoft Word .docx format, with a fully-populated Part N. The Word document also populates Part O, with an in-depth explanation of how Part N was completed.
In some cases, you may find the Excel export useful as well. This is a comprehensive export of every transaction, along with how it was classified, apportioned across the household, and adjusted for inflation. If your opponent (or judicial officer) is looking to display their feathers, this might be just what you need to keep things on track.
There is also a semi-detailed summary, which provides strong supporting evidence without going into every single transaction.
Finally, you can download a summary of all Part G expenses, which is a valuable head start when it comes time to prepare Part G of your client’s Financial Statement.
We use monthly inflation data released by the Australian Bureau of Statistics. This data is broken down into specific categories, such as food, automotive fuel, electricity, gas, internet, and so on, allowing us to apply fine-tuned adjustments on a per-transaction basis.
If you are preparing your Part N using historical data, adjusting for inflation is essential to ensure your client is seeking spousal maintenance that will meet their needs.
Absolutely. Item 32 of the Financial Statement, inside Part G, is ‘Total of all other expenditure’. The guidance note to Item 32 says ‘This would usually be the total of the items set out in Part N’.
Now, if only there were a fast, reliable, and defensible way to get the total of the items set out in Part N... Oh wait, there is! PartN.com.au
As for the other categories in Part G, PartN.com.au also exports an expense summary, showing weekly expenses broken down by Part G category, with each vendor on its own line. These numbers, which come directly from the bank statements provided, give you a huge head start when it comes to completing Part G.
Send us an email to get the ball rolling.
Privacy and data security are incredibly important to us. Of course, everyone says that, so what are we actually doing about it?
We only share your client’s data with:
We send you a login link by email every time you log in, so you don’t have to remember (and forget) another password. And just like a bank, we log you out automatically after a period of inactivity. Yes, that can be annoying at times, but the security benefits are worth it!
One thing you do need to ensure is that you register using an email address that only you have access to.