Archives

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

2168

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

2166

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

2165

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

2164

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

2163

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

2161

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

2160

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... View Article

2159

November 6, 2016 /

How do I connect accounts to MoneyBrilliant?

MoneyBrilliant connects your accounts by establishing a secure connection with your financial institution. Keep in mind that MoneyBrilliant account connections... View Article