Archives

2169

November 6, 2016 /

Can I create my own transaction category?

We provide a broad range of categories and sub categories that you can assign transactions to and set budgets for.... 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

2167

November 6, 2016 /

Can I update or change the category assigned to a transaction?

Sometimes we aren’t able to categorise a transaction.  Transactions we havent been able to categorise are listed in the Uncategorised... 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 /

How do I hide an account in MoneyBrilliant?

At times you may wish to “hide” an account and its transactions. This means the account will not be presented in the... View Article

2163

November 6, 2016 /

How do I delete a connected account from MoneyBrilliant?

You can delete your connected accounts in Connected Services. Connected Services is found in Settings. Remember, if you delete your connected... 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 login credentials?

You can update your login 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

1866

November 2, 2016 /

What accounts can I connect to MoneyBriliant?

To connect your accounts to your MoneyBrilliant service, we establish a secure connection with your financial institution. MoneyBrilliant connects to... View Article