Archives

4831

June 25, 2017 /

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

Closing an account stopped your account from updating but retained all the transaction data (including categorisations) up to the time... 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

4411

May 1, 2017 /

How do I turn on and off my Weekly Update?

The Weekly Update is managed through your Alerts feature. Currently, you can configure your Weekly Update to be delivered to... View Article

4408

May 1, 2017 /

What are Alerts?

Alerts help you stay on top of what’s happening with your money. You can configure Alerts for: Low account balances High... View Article

4337

April 4, 2017 /

How do I manually edit my budget category limits?

Enter your budget from the Manage my Spending dashboard. Mobile: In the top right-hand corner of your budget tracking screen,... View Article

4336

April 4, 2017 /

How do I view my Super and Investment holdings?

From your Accounts Screen, select the superannuation or investment account that you wish to view. Mobile: At the top of... View Article

4125

March 15, 2017 /

How do I add my property or motor vehicle to my Net Worth?

Adding your properties and motor vehicles to Net Worth will give you a more accurate picture of your current Net... View Article

4041

March 9, 2017 /

How do I add cash transactions?

You can manually add cash transactions to your MoneyBrilliant service to track your cash spending. It’s important to know that... View Article

3796

February 23, 2017 /

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

Closing an account will stop your account from updating but retain all the transaction data (including categorisations) up to the... View Article

3793

February 23, 2017 /

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

77MoneyBrilliant allows you to rename your accounts by providing them with a “nickname”. You can give your accounts a nickname... View Article

3792

February 23, 2017 /

What should I add to Net Worth manually?

We recommend that you connect all your bank accounts to MoneyBrilliant. This includes bank accounts, credit cards, loans, Superannuation and... View Article

3790

February 23, 2017 /

How do I view my Net Worth history over time?

Head to Net Worth from your Overview dashboard. Mobile Your default view will be your Net Worth Breakdown. To access your Net... View Article