マネーフォワード for ＳＯＭＰＯひまわり生命 2.26.1

This review covers the features of the household budget and asset management application specifically designed for MY Himawari members.

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Features and Characteristics

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• Fully Automated Budget Creation
  The application consolidates multiple accounts, allowing for seamless management. Users can access information regarding transactions, account balances, and detailed statements from connected banks, securities companies, credit and debit cards, mobile payments, and e-money anytime.
• Automatic Expense Categorization
  Expenses made via bank withdrawals or credit card transactions are automatically categorized into relevant categories such as food or utility expenses, making tracking effortless.
• Analysis and Visualization
  Expenditures are visualized in graphs by category, providing a clear overview of cash flow at a glance.
• Simple Budget Settings and Savings Targets
  By referencing average data from similar users, individuals can easily set personalized budgets to establish achievable savings goals.
• Notifications for New Transactions
  Users receive notifications for new transactions occurring in linked accounts.
• Email Alerts
  Alert emails can be set up to notify users of transactions that exceed specified amounts, ensuring prompt detection of significant monetary movements.
• Automated Receipt Posting via Smartphone
  Simply taking a picture of a receipt completes the entry process. This feature promotes intelligent and enjoyable tracking.
• Efficient Input and Reminder Alerts
  Expense entry is streamlined, capable of being completed in as little as one second. Users can set up personalized reminder notifications to avoid overlooking daily expenses.

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Premium Services

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• Premium Service Features
  The premium service includes features such as an extended data viewing period, removal of account linking limits, elimination of group creation caps, expanded notification options, access to asset management graphs (some content available to non-premium users), premium support, and data backup guarantees.

For more information on premium services:
Premium Information

Premium Features Details

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About the Operating Company

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The fully automated budgeting application "Money Forward for SOMPO Himawari Life" is operated by Money Forward X Inc. It is not managed by SOMPO Himawari Life Insurance Co., Ltd.

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Security

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Money Forward X Inc. prioritizes security in developing its systems and services. To ensure system safety, the company conducts regular internal security checks and undergoes third-party assessments from external security vulnerability evaluation firms. Moreover, it has obtained international standards related to information security management practices and invests in ensuring safety while providing services. Customers can confidently use "Money Forward for SOMPO Himawari Life."

• The application collects only the necessary login ID and password required for displaying account statements. It does not store sensitive information such as transaction random numbers, one-time passwords, or card numbers.

For more about our security system:
Security Information

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Please Note

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• Please make sure to review our Terms of Use and Privacy Policy before using the service.
  - Terms of Use for "Money Forward for SOMPO Himawari Life"
• - Aggregation Function Terms of Use
• - Personal Information Provision to SOMPO Himawari Life Insurance Co., Ltd.
• - Special agreements regarding third-party provision of user information in aggregation functions
• - Privacy Policy
• - Terms of Use for Premium Services "Money Forward for SOMPO Himawari Life"

• If you are already registered with "Money Forward," please note that accessing your "Money Forward" account data through "Money Forward for SOMPO Himawari Life," as well as data migration from "Money Forward" to "Money Forward for SOMPO Himawari Life," is not supported. You will need to register anew with "Money Forward for SOMPO Himawari Life."

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Contact Us

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• Frequently Asked Questions
• If you have feedback or report issues, please reach out through this form:
  Feedback Form
• Email inquiries can be sent to: [email protected]