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 /

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


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 /

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


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 /

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


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


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