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


November 8, 2016 /

What is a transaction tag?

Transaction tagging is an enhanced feature available when you subscribe to Plus, the paid plan of MoneyBrilliant. Transaction tags give... View Article


November 8, 2016 /

How do I export my transactions and data?

Exporting your transactions and data is only available if you have subscribed to the paid version of MoneyBrilliant (Plus Plan).... View Article


November 8, 2016 /

How do I split transactions including cash and ATM transactions?

To split transactions in MoneyBrilliant you need to perform 3 steps. The steps are explained below but in simple terms,... View Article


November 8, 2016 /

How do I create my own category?

MoneyBrilliant has a create your own category feature that allows you to create your own sub-category within any category group (this feature is currently available on... View Article


November 8, 2016 /

Can I have accounts in other currencies?

MoneyBrilliant connects to financial accounts in many different currencies and allows you to add manual accounts, assets and liabilities in... View Article


November 7, 2016 /

How do I see all my uncategorised transactions?

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


November 7, 2016 /

How do I change the category of a transaction?

You can manually change a transaction category at any time. And with our Suggested Categories feature, manually categorising your transactions... View Article


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


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


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


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