How do I create category rules for similar transactions?

When you recategorise your transactions you can create category rules to apply to similar existing transactions and future transactions –... View Article


How do I categorise transfers of money between accounts?

Most of us bank using more than one bank account and it’s common to move money from one account to... View Article


How do I categorise my loan repayments?

There are several different ways that loan payment transactions can be categorised. We recommend the following approach which works well... View Article


How do I create my own category?

MoneyBrilliant has a create your own category feature that allows you to create your own sub-category within any category group (this feature is currently available on... View Article


How do I see all my uncategorised transactions?

Mobile App – You can see a list of you uncategorised transactions in your Overview Dashboard by scrolling down past Safe Spending... View Article


How do I change the category of a transaction?

You can manually change a transaction category at any time. And with our Suggested Categories feature, manually categorising your transactions... View Article


What are pending transactions and why can’t I categorise a pending transaction?

When most banks process transactions they initially put the transaction into a pending state.  Often you can see the pending... View Article


What is automatic categorisation?

One of the key features of the MoneyBrilliant service is automatic categorisation of the transactions on your financial accounts.  Each... View Article