What is the Overview dashboard?

The Overview tab on your MoneyBrilliant dashboard is where you will find Safe Spending, Net Worth and Uncategorised transactions.

The Overview tab is designed to provide quick, easy access to the things you need most often.

Safe spending gives you an accurate picture of how much money you have that you can spend without blowing your budget.

Net worth shows you the value of all of your Assets less the value of all of your Liabilities. To get the most from Net Worth you should connect as many financial accounts as possible.

Net Worth is a Plus Plan feature. Refer to What is Net Worth? for more details. You can upgrade to the MoneyBrilliant Plus Plan or read more about the benefits of Plus Plan including our Money Back guarantee.


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