November 23, 2016 /

Can I import my transactions and data?

When you connect your accounts, MoneyBrilliant will import your transactions to the service automatically. Early this year MoneyBrilliant built a... View Article


November 22, 2016 /

How do I set up Safe Spending?

Before setting up Safe Spending you will need to set up your budget. How do I set up a budget?... View Article


November 22, 2016 /

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

You can change the purpose of your accounts in Optimise my Banking at any time. Changing the account purpose will change... View Article


November 22, 2016 /

What is Optimise my Banking?

Your banking arrangements are a fundamental part of how you organise your money. Like many things in life, banking is often... View Article


November 21, 2016 /

What is Net Worth?

Net Worth is a MoneyBrilliant feature to help you understand the value of all your Assets and Liabilities.  It is... View Article


November 18, 2016 /

Why do I get missing or duplicate transactions?

MoneyBrilliant works to make sure your ttransactions are regularly updated, properly categorised, not missing and not duplicated. When you connect... View Article


November 15, 2016 /

How do I reset my budget amounts?

If you manually change budget category amounts, you may wish to reset them back to the average of your last... View Article


November 15, 2016 /

How do I delete my account?

If our customers are not happy or our service is not what customers are looking for, we want to know... View Article


November 15, 2016 /

How do I set alerts for my bills?

Mobile From App Settings select Alerts. From here you will be directed to Communication Settings. In here you are able... View Article


November 15, 2016 /

What is my Upcoming Reserve?

Safe Spending is all about showing you what cash is available in your bank accounts that is safe to spend... View Article


November 15, 2016 /

How do I exclude accounts or cash amounts from Safe Spending?

When calculating the cash that is safe to spend in your bank accounts, you may wish to exclude accounts or... View Article


November 8, 2016 /

How do I tag transactions?

Transaction Tagging is a premium feature that allows you to analyse your spending across multiple categories. Tagging is available for... View Article