Archives

6158

May 24, 2018 /

How do I delete an individual account from MoneyBrilliant?

You can delete individual accounts you have connected to MoneyBrilliant. You may find this useful when you connect to your... View Article

5700

January 12, 2018 /

How do I create category rules for similar transactions?

When you recategorise your transactions you can create category rules to apply to similar existing transactions and future transactions –... View Article

5580

December 7, 2017 /

How do I categorise transfers of money between accounts?

Most of us bank using more than one bank account and it’s common to move money from one account to... View Article

5276

October 19, 2017 /

How do I set up and use the Bills feature? (video)

Click on the link below to watch a short video on setting up and using the Bills feature. Setting up... View Article

5275

October 19, 2017 /

How do I update my account credentials? (video)

Click on the link below to watch a short video on updating your account credentials in MoneyBrilliant. Updating your account credentials... View Article

5204

October 9, 2017 /

How do I set up and use the Budget (video)

Click on the link below to watch a video on how to set up and use the budget. How do... View Article

5103

September 8, 2017 /

What is Bill Watch?

  Bill Watch is a unique MoneyBrilliant feature that helps you get the cheapest deals on household bills. Bill Watch... View Article

4981

August 2, 2017 /

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

Click on the link below to watch a short video on how to set up and use Tax Deductions. How do... View Article

4976

August 2, 2017 /

What is Tax Deductions?

The MoneyBrilliant Tax Deductions feature helps you identify and manage your tax deductions. Thanks to the ATO’s pre-fill capability it’s... View Article

4855

June 28, 2017 /

How do I set up a goal? (video)

Click on the link below to watch a short video on how to set up a goal with Save &... View Article

4846

June 28, 2017 /

What is Save & Invest?

Save & Invest is a MoneyBrilliant Priority  to help you set goals and put a plan in place to achieve... View Article

4412

May 1, 2017 /

How do I turn on and off my Alerts?

Alerts can be sent to you via: Your Activity Feed Email Mobile notification Delivery of your alerts is managed through... View Article