Archives

5580

December 7, 2017 /

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

3723

February 14, 2017 /

How do I categorise my loan repayments?

For many people, loan repayments will occur across multiple accounts. Like when money is transferred from an offset to a... View Article

2301

November 8, 2016 /

How do I create my own category?

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

2227

November 7, 2016 /

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

2201

November 7, 2016 /

How do I change the category of a transaction?

You can manually change a transaction description anytime you are viewing your transactions in MoneyBrilliant, such as through Uncategorised Transactions in... View Article

2169

November 6, 2016 /

Can I create my own transaction category?

We provide a broad range of categories and sub categories that you can assign transactions to and set budgets for.... View Article

2168

November 6, 2016 /

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

2167

November 6, 2016 /

Can I update or change the category assigned to a transaction?

Sometimes we aren’t able to categorise a transaction.  Transactions we havent been able to categorise are listed in the Uncategorised... View Article

2166

November 6, 2016 /

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