Archives

2227

November 7, 2016 /

How do I see all my uncategoried transactions?

Mobile App – You can see a list of you uncategorised transactions in your Overview Dashboard by scrolling down past Safe Spending... View Article

2201

November 7, 2016 /

How do I manually change the category of a transaction?

You can manually change a transaction description anytime you are viewing your transactions in MoneyBrilliant, such as through Uncategorised Transactions in... View Article

2180

November 6, 2016 /

What is the Activity Feed?

The Activity Feed is a MoneyBrilliant feature that provides a quick summary of things you need to know about. The... View Article

2179

November 6, 2016 /

How do I match a transaction to a bill?

Occasionally Bills does not automatically recognise a transaction as your bill. When you recognise a transaction that was not matched to a... View Article

2178

November 6, 2016 /

How do I edit a Bill?

You can edit your bills by navigating to the biller you wish to edit. Mobile – Access My Bills by... View Article

2177

November 6, 2016 /

How do I set up bills?

There are 3 ways to set up your bills: 1. Select from a list of suggested bills 2. Create a... View Article

2176

November 6, 2016 /

What is Bills?

Bills is a MoneyBrilliant feature to help you never miss a bill payment again. Setting up bills is easy because... View Article

2175

November 6, 2016 /

How do I move categories between Lifestyle and Essentials?

We have allocated transaction categories between Essentials and Lifestyle groups. But you can change categories between these groups if you... View Article

2174

November 6, 2016 /

How do I set up a budget?

Before setting up your budget, we recommend you review the categories on your transactions and set up your bills. The... View Article

2173

November 6, 2016 /

What is the Budget?

At MoneyBrilliant we believe that setting up a budget is one of the most important steps to organising your finances... View Article

2171

November 6, 2016 /

What is Safe Spending?

Safe Spending is a MoneyBrilliant feature designed to help you understand exactly how much of your cash you can spend... View Article

2170

November 6, 2016 /

What is the Overview dashboard?

The Overview tab on your MoneyBrilliant dashboard is where you will find Safe Spending, Net Worth and Uncategorised transactions. The... View Article