General

What is MoneyBrilliant?

How does MoneyBrilliant Work?

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?

What if I am a Financial Planner or Accountant?

Can I try MoneyBrilliant Plus?

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 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 connect accounts in other currencies?

Managing Connected Accounts

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 an individual account from MoneyBrilliant?

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?

Transactions

How do I add cash transactions?

How do I remove a duplicate transaction?

Why do I get missing or duplicate transactions?

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?

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?

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?

How do I turn on and off my Alerts?

Bills

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?

Bill Watch

What is Bill Watch?

How do I set up Bill Watch? (Video)

How do I complete Bill Watch for my electricity bill?

Budget

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?

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 upgrade or view my plan and billing arrangements?

What is a Corporate Code?

How do I enter my Corporate Code?