Archives

2778

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

2766

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

2765

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

2764

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

2582

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

2536

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

2533

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

2532

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

2515

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

2507

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

2350

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

2349

November 8, 2016 /

When should I use a tag?

You should use tags when you want to analyse your spending across multiple categories. They are very helpful when you... View Article