Do you need help? Search our help database.
Didn’t find what you were looking for? Submit a request.
How does MoneyBrilliant Work?
What is MoneyBrilliant?
What new features and enhancements have been released in MoneyBrilliant?
Is my personal information and money safe with MoneyBrilliant?
What information do you ask for and why?
Why do I need to provide my login details?
Do I breach my online banking terms and conditions if I use MoneyBrilliant?
Can anyone at MoneyBrilliant access my information?
How should I protect my MoneyBrilliant account?
How much does MoneyBrilliant cost?
What are the features of MoneyBrilliant Plus?
Can I try MoneyBrilliant Plus?
What if I am a Financial Planner or Accountant?
What if I am a business that wants to provide MoneyBrilliant to my customers?
How do I get help and request support?
How do I make a complaint?
How do I provide feedback?
What accounts can I connect to MoneyBrilliant?
How do I connect accounts to MoneyBrilliant?
Can I connect accounts to MoneyBrilliant that that require multi-factor authentication procedures?
How do I connect and refresh accounts that require multi-factor authentication procedures?
Why do I get errors with my connected accounts?
Can I have accounts in other currencies?
How can I change my preferred currency?
How do I refresh my connected accounts?
How do I update my account credentials? (video)
How do I update my account credentials?
What does the Hide Account option do and how do I use it?
What does the Close Account option do and how do I use it
How do I delete a connected service from MoneyBrilliant?
How do I view my Super and Investment holdings?
How do I put a nickname on my account or change the account type?
How do I add cash transactions?
Why do I get missing or duplicate transactions?
How do I remove a duplicate transaction?
How do I split transactions including cash and ATM transactions?
How do I export my transactions and data?
Can I import my transactions and data?
What is automatic categorisation?
What are pending transactions and why can’t I categorise a pending transaction?
How do I change the category of a transaction?
How do I categorise transfers of money between accounts?
How do I create category rules for similar transactions?
How do I see all my uncategorised transactions?
How do I create my own category?
How do I categorise my loan repayments?
What is a transaction tag?
When should I use a tag?
How do I tag transactions?
How do I report by tags?
What is the Activity Feed?
How do I turn on and off my Weekly Update?
How do I turn on and off my Alerts?
What are Alerts?
How do I set up and use the Bills feature? (video)
What is Bills?
How do I set up bills?
How do I edit a Bill?
How do I match a transaction to a bill?
How do I set alerts for my bills?
What is Bill Watch?
How do I complete Bill Watch for my electricity bill?
How do I set up and use the Budget (video)
What is the Budget?
How do I set up a budget?
How do I move categories between Lifestyle and Essentials?
How do I reset my budget amounts?
How do I manually edit my budget category limits?
What is Net Worth?
How do I add and delete manual bank accounts?
How do I view my Net Worth history over time?
What should I add to Net Worth manually?
How do I add my property or motor vehicle to my Net Worth?
How do I add an image to my property or motor vehicle?
What is Optimise my Banking?
How do I change the purpose of my accounts in Optimise my Banking?
How do I set up Safe Spending?
What is Safe Spending?
What is my Upcoming Reserve?
How do I exclude accounts or cash amounts from Safe Spending?
What is Save & Invest?
How do I set up a goal? (video)
How do I view and filter my spending reports?
What is Tax Deductions?
How do I set up and use Tax Deductions? (video)
How do I delete my account?
How do I accept my Adviser’s invitation?
How do I upgrade or view my plan and billing arrangements?
What is a Corporate Code?
How do I enter my Corporate Code?