Archives

2347

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

2341

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

2328

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

2301

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 category within any transaction group (this feature is currently available... View Article

2162

November 8, 2016 /

Can I connect accounts in other currencies?

MoneyBrilliant can connect to financial institutions from all over the world. However, when we show your account balances and transaction... View Article

2227

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

2201

November 7, 2016 /

How do I 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