Help Categories
Most Popular Help Articles
- How do I categorise my loan repayments? 7
- How do I set up and use the Budget (video) 5
- Account connections available in Australia 4
- How do I categorise transfers of money between accounts? 4
- How do I set up a budget? 3
- Why do I need to provide my login details? 3
- How do I set up and use Tax Deductions? (video) 3
- Do I breach my online banking terms and conditions if I use MoneyBrilliant? 2
- What is the Activity Feed? 1
- Can I import my transactions and data? 1
Most Popular Help Articles
Why do I need to provide my login details?
We ask for your login credentials so we can connect your online accounts to MoneyBrilliant Help Connecting accounts is the key to MoneyBrilliant Help providing
Why do I get missing or duplicate transactions?
MoneyBrilliant Help works to make sure your transactions are regularly updated, properly categorised, not missing and not duplicated. When you connect your financial providers to
Why do I get errors with my connected accounts?
When you connect your financial providers to MoneyBrilliant Help, we use Yodlee Inc to access your account information. Yodlee use your login credentials to establish
When should I use a tag?
You should use tags when you want to analyse your spending across multiple categories. They are very helpful when you have a big event or
What should I add to Net Worth manually?
We recommend that you connect all your bank accounts to MoneyBrilliant. This includes bank accounts, credit cards, loans, Superannuation and Investment accounts. This means that
What new features and enhancements have been released in MoneyBrilliant?
We release new features and enhancements to the MoneyBrilliant service all the time. Look out for our announcements about these exciting new features on our
What is the Budget?
At MoneyBrilliant we believe that setting up a budget is one of the most important steps to organising your finances and making better decisions about