Archives

3783

February 22, 2017 /

How do I add an image to my property or motor vehicle?

You can add images to your properties and vehicles. Start by accessing Net Worth through your Overview Dashboard. Mobile For... View Article

3731

February 16, 2017 /

What is a Corporate Code?

Corporate codes are offered to employees and customers of certain organisations that have partnered with MoneyBrilliant. Using a corporate code... View Article

3724

February 15, 2017 /

How do I add a manual bank account?

Manual accounts allow you to input details of accounts that you hold that you cannot or prefer not to connect.... View Article

3723

February 14, 2017 /

How do I categorise my loan repayments?

For many people, loan repayments will occur across multiple accounts. Like when money is transferred from an offset to a... View Article

3429

January 9, 2017 /

How do I connect and refresh accounts that require multi-factor authentication procedures?

MoneyBrilliant can connect to online bank accounts that use multi-factor authentication tokens, text messages and images from mobile devices. This... View Article

3401

January 9, 2017 /

Can I connect accounts to MoneyBrilliant that that require multi-factor authentication procedures?

MoneyBrilliant can connect to online financial institution accounts that require multi-factor authentication procedures. These authentication procedures include: text message portable... View Article

3399

January 5, 2017 /

How do I upgrade or view my plan and billing arrangements?

Upgrading to Plus or viewing your current plan is available on desktop, iOS and Android platforms. However, if you wish... View Article

3084

December 1, 2016 /

How do I enter my Corporate Code?

If you are a new customer to MoneyBrilliant who has been given a corporate code, you will be asked to... View Article

2817

November 24, 2016 /

How do I remove a duplicate transaction?

Occasionally duplicate transactions will show. If this happens on a large scale or routinely, please let us know at support@moneybrilliant.com.au... View Article

2816

November 24, 2016 /

How do I view and filter my spending reports?

Your Spending Report is located in the Manage my Spending dashboard. It’s a great way to see you spending over a... View Article

2814

November 24, 2016 /

How do I accept my Adviser’s invitation?

MoneyBrilliant provides a service called Partner Access that allows you to share your MoneyBrilliant information with your Adviser. When your... View Article

2800

November 23, 2016 /

How do I report by tags?

Currently reporting by tag is only available in the desktop service. You can find out how much you spent by... View Article