Archives

5275

October 19, 2017 /

How do I update my account credentials? (video)

Click on the link below to watch a short video on updating your account credentials in MoneyBrilliant. Updating your account credentials... View Article

4831

June 25, 2017 /

How do I reopen an account that I’ve closed in MoneyBrilliant?

Closing an account stopped your account from updating but retained all the transaction data (including categorisations) up to the time... View Article

4336

April 4, 2017 /

How do I view my Super and Investment holdings?

From your Accounts Screen, select the superannuation or investment account that you wish to view. Mobile: At the top of... View Article

3796

February 23, 2017 /

How do I close an account in MoneyBrilliant and still keep the old transaction data?

Closing an account will stop your account from updating but retain all the transaction data (including categorisations) up to the... View Article

3793

February 23, 2017 /

How do I put a nickname on my account or change the account type?

77MoneyBrilliant allows you to rename your accounts by providing them with a “nickname”. You can give your accounts a nickname... View Article

2164

November 6, 2016 /

How do I hide an account in MoneyBrilliant?

At times you may wish to “hide” an account and its transactions. This means the account will not be presented in the... View Article

2163

November 6, 2016 /

How do I delete a connected account from MoneyBrilliant?

You can delete your connected accounts in Connected Services. Connected Services is found in Settings. Remember, if you delete your connected... View Article

2161

November 6, 2016 /

How do I refresh my connected accounts?

When you refresh your accounts we connect to your financial institution’s online account and update your MoneyBrilliant service with your latest... View Article

2160

November 6, 2016 /

How do I update my account credentials?

You can update your account credentials in Connected Services. Connected Services is found in Settings.   Mobile – The Settings... View Article