General

What is MoneyBrilliant?

How does MoneyBrilliant Work?

Service Status & Notices

RESOLVED – Service disruption to account connections – 22 September 2017

What's new in MoneyBrilliant

What new features and enhancements have been released in MoneyBrilliant?

Information Security

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?

Pricing

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?

Support and Feedback

How do I get help and request support?

How do I make a complaint?

How do I provide feedback?

Connecting Accounts

What accounts can I connect to MoneyBriliant?

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 connect accounts in other currencies?

Managing Connected Accounts

How do I refresh my connected accounts?

How do I update my login credentials?

How do I hide an account in MoneyBrilliant?

How do I delete a connected account from MoneyBrilliant?

How do I close an account in MoneyBrilliant and still keep the old transaction data?

How do I reopen an account that I’ve closed in MoneyBrilliant?

How do I put a nickname on my account or change the account type?

How do I view my Super and Investment holdings?

Transactions

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?

Transaction Categorisation

What is automatic categorisation?

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

What are pending transactions and why can’t I categorise a pending transaction?

Can I create my own transaction category?

How do I manually change the category of a transaction?

How do I see all my uncategorised transactions?

How do I categorise my loan repayments?

How do I create my own category?

Transaction Tags

What is a transaction tag?

When should I use a tag?

How do I tag transactions?

How do I report by tags?

Activity Feed

What is the Activity Feed?

Alerts

What are Alerts?

How do I turn on and off my Weekly Update Alerts?

How do I turn on and off my Alerts?

Bills

What is Bills?

How do I set up bills and turn on Bill Watch? (Video)

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?

BillWatch

What is Bill Watch?

How do I set up bills and turn on Bill Watch? (Video)

Budget

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 move my budget across to the new version of MoneyBrilliant? (affects pre-November 2016 clients)

How do I manually edit my budget category limits?

Why does my budget tracking show a negative figure in Outgoings?

Net Worth

What is Net Worth?

How do I add a manual bank account?

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?

Optimise my Banking

What is Optimise my Banking?

How do I change the purpose of my accounts in Optimise my Banking?

Safe Spending

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?

Save & Invest

What is Save & Invest?

How do I set up a goal? (video)

Spending Report

How do I view and filter my spending reports?

Tax Deductions

What is Tax Deductions?

How do I set up and use Tax Deductions? (video)

My MoneyBrilliant Account

How do I delete my account?

How do I accept my Adviser’s invitation?

How do I view or update my plan and billing details?

What is a Corporate Code?

How do I enter my Corporate Code?