Media Release, What's New

New features to help you make better decisions about your money

Published on March 29, 2017 11:02 am, by

The team at MoneyBrilliant are pleased to announce new features and enhancements to the MoneyBrilliant service.

The main changes in our latest release, which is available today, include:
– Editing, disabling, deleting and hiding accounts
– Mobile support for bank accounts with multi-factor authentication
– Manual bank accounts

Editing bank accounts

You can now edit the details of bank accounts you have connected to MoneyBrilliant.

You can give your connected accounts informative and user-friendly nicknames that will replace the default name provided by your financial institution.

If you close an account at a financial institution or for some reason you want to disable the refresh of an account you can now close or disable accounts within MoneyBrilliant. When you close or disable an account in MoneyBrilliant all the historical balance and transaction data for the account will continue to be accessible and visible within MoneyBrilliant but no more refreshes will occur and no more balance and transaction data will be collected.

If you have an account that you want to hide in MoneyBrilliant you can now do that too. Hiding an account will hide the account and its balance and transaction data from all parts of the MoneyBrilliant app. This can be useful if you have several accounts at an institution, but not all the accounts are personal accounts and you want to exclude some of them from MoneyBrilliant.

Finally, you can now also delete an account in MoneyBrilliant. Deleting an account will remove all details of the account and its balance and transactions from the MoneyBrilliant app. The account will not appear in things like Net Worth, Net Worth History and Spending Reports.

Account nicknames, closing or disabling accounts, hiding accounts and deleting accounts are features available to all MoneyBrilliant customers.

These new features are available to all MoneyBrilliant customers.

Support for bank accounts with multi-factor authentication

We have now added support for manually refreshing bank accounts that use multi-factor authentication tokens, text messages and images from mobile devices. Up to now, this feature was only available in the desktop version of MoneyBrilliant.

To use the feature, connect a service that uses multi-factor authentication. You will be prompted to enter the token, text message or image information to complete the account refresh. If you don’t provide the information within the required time you will receive an error message.

To refresh an account that uses multi-factor authentication select the account or the service and select refresh. You will be prompted to enter the token, text message or image information to complete the account refresh. If you don’t provide the information within the required time you will receive an error message.

This feature is available to all MoneyBrilliant customers.

Manual bank accounts

You can now setup manual bank accounts and record balances and transactions for these accounts. This feature can be used to setup and track details of bank accounts that can’t be connected using an online service.

This feature is available to all MoneyBrilliant customers.

We hope you enjoy these new features. If you have feedback on the new features or on any other aspect of the MoneyBrilliant service feel free to let us know at connect@moneybrilliant.com.au or complete a quick survey for us.

Don’t just be good with money, be MoneyBrilliant.

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Peter is the CEO of MoneyBrilliant. He has over 20 years experience in banking, insurance and accounting. Peter has three sons, ranging in age from 16 to 3, is a sport and fitness fanatic and a volunteer firefighter. He is passionate about improving people's lives through making financial services more accessible.

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