How it Works.
MoneyBrilliant provides the tools to help you make better decisions about your money .
It is like a personal financial assistant that never stops working for you – you’re the boss but we’ve got your back.
Connecting your accounts enables you to get a complete view of your money that will help you understand where you really stand. Connect bank accounts, credit cards, loans, mortgages, superannuation and even loyalty cards.
Most of us have more than one financial institution, with MoneyBrilliant you can get the complete picture without changing a thing. Connect to over 200 financial institutions with the security of our partner Yodlee - a global leader in banking technology.
You are in charge. Whatever your Money Priorities we can give you support to help you make the best decisions.
With the best banking setup, you can reduce fees and take more control. Our unbiased recommendations are designed with simplicity in mind to save you time and money.
Transactions are a foundation of everything in MoneyBrilliant. As you connect accounts, transactions automatically come through and get categorised - no more boring data entry!
Another fundamental building block is bills. We automatically detect your bills and remind you before they are due, and if they have been paid or missed to ensure there is always enough money in your accounts and you avoid any pesky fees.
Keep it light or delve into the detail, the choice is yours. A budget helps you decide where to spend your money.
Our budget is automatically calculated based on your past spending - no boring data entry - and gives you a month by month view of your money. It's also flexible enough that you can plan ahead for changes to the money that comes in or out.
Turn on Bill Watch when you set up your bills and we’ll let you know if we can find you a better deal and save you money.
You can turn on Bill Watch today for electricity and gas but this is just the start. We will be adding more products and services as quickly as we can.
We will continually scour the market for better deals on your Bill Watch bills and let you know when you might be able to save more money.
We will also let you know when your service providers have increased their prices by sending you a Bill Shock Alert.
No more trawling through bank statements at the end of the year. Now you can set your occupation, answer a few questions about your work expenses and MoneyBrilliant will find all your transactions that might be allowable tax deductions. You can confirm the ones that are and attach images of all your receipts to help you meet your record keeping obligations.
Keep track of all your tax deductible expenses during the year, download the details and send them to your accountant or tax adviser at the end of the year. Tracking your tax deductions has never been this easy.
Our unique alerts system will help you make the best decisions by keeping you up to date with what is happening with your money, and ways to improve it.
Just sit back and let us do the work!
Easy to use charts show your performance as you go. Get simple overviews of your budget, cash flow and savings.
Don't forget, life is to be lived. Rewarding yourself is important and now you can do it with confidence knowing your other expenses and goals are taken care of.
Join Us Now
Get started with a free account and join a growing community of people looking to live better lives by making better decisions about their money.