Help Center

Can I import my transactions and data?

The website version of MoneyBrilliant allows you to import your transaction data to your connected or manual accounts.

This is a beta version of the transaction import feature. Imported transactions are not automatically categorised during the import process (but categorisation is coming soon).

You can import transactions to your connected accounts or manual accounts. If you import transactions to a manual account, the account balance will be automatically re-calculated based on the imported transactions.

To import your transactions log into your MoneyBrilliant account via the website and navigate to the Import page (available in Settings). From here you can access the Import template and a detailed set of instructions to help you.


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