Archives

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 uncategoried 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 manually 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