Media Release, What's New
Published on September 7, 2018 1:56 am, by Pete Lalor
In our September 2018 release we’ve updated People Like Me to use the latest data available from the ABS and ATO, we’ve added new brand administration features for MoneyBrilliant Partners and we’ve updated the Partner Toolkit. We’ve also added a number of new account connections to help you get a complete picture of your money.
People Like Me
We’ve updated our People Like Me feature to use the latest spending and income data available from the Australian Bureau of Statistics and the Australian Tax Office.
MoneyBrilliant customers can use People Like Me to help answer questions like “Do I spend more than other people on eating out?” and “How does my grocery spending compare to other people?” or “How does my income compare to other people in my occupation?”
People Like Me is a paid feature available to customers on our MoneyBrilliant Plus Plan and to customers of MoneyBrilliant Partners.
Based on feedback from MoneyBrilliant Partners, we’ve added additional charts to provide more granular analysis of spending trends. Charts are now available for each spending category.
We’ve also added account balance history data to the data export and to the Partner Toolkit. The Partner Toolkit now includes new charts that show changes in account balances over time. This new functionality is faster and easier than the old process of updating client toolkits. The old functionality will be phased out in future versions of the Toolkit.
MoneyBrilliant Partner Access now includes new Brand Admin functions for Partners using the MoneyBrilliant Co-Branding option. Partners can now see all clients connected with their brand and can move clients between pricing plans attached to their brand.
In this release we’ve also made it easier and faster to categorise transactions – especially in our mobile apps – and improved the way bills and related transactions are categorised
New Account Connections
We’ve added a bunch of new connections and new account types since our last release including:
If you or your clients have an account at a financial institution we cannot currently connect to please let us know by sending an email to firstname.lastname@example.org
Don’t just be good with money, be MoneyBrilliant.
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.