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


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


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


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


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


November 6, 2016 /

What are pending transactions and why can’t I categorise a pending transaction?

When most banks process transactions they initially put the transaction into a pending state.  Often you can see the pending... View Article


November 6, 2016 /

What is automatic categorisation?

One of the key features of the MoneyBrilliant service is automatic categorisation of the transactions on your financial accounts.  Each... View Article


November 6, 2016 /

Why do I get errors with my connected accounts?

When you connect your financial providers to MoneyBrilliant, we use Yodlee Inc to access your account information. Yodlee use your... View Article


November 6, 2016 /

What does the Hide Account option do and how do I use it?

Sometimes when you connect MoneyBrilliant to your bank or financial institution you will have accounts that you don’t want included... View Article


November 6, 2016 /

How do I delete a connected service from MoneyBrilliant?

  You can delete your connected services from MoneyBrilliant at any time. But be warned, deleting a connected service deletes... View Article


November 6, 2016 /

How do I refresh my connected accounts?

When you refresh your accounts we connect to your financial institution’s online account and update your MoneyBrilliant service with your latest... View Article


November 6, 2016 /

How do I update my account credentials?

You can update your account credentials in Connected Services. Connected Services is found in Settings. Mobile – The Settings icon... View Article