Help Center

You can update your account credentials in Connected Services. Connected Services is found in Settings. Mobile – The Settings icon is located in the bottom main menu of your

When you refresh your accounts we connect to your financial institution’s online account and update your MoneyBrilliant service with your latest balances and transactions. You

You can delete your connected services from MoneyBrilliant at any time. But be warned, deleting a connected service deletes and permanently removes from MoneyBrilliant any

Sometimes when you connect MoneyBrilliant to your bank or financial institution you will have accounts that you don’t want included in MoneyBrilliant. An example might

MoneyBrilliant allows you to rename your accounts by providing them with a “nickname”. You can give your accounts a nickname by accessing the Edit Account

When you close an account at your bank or financial institution often MoneyBrilliant will detect the account closure and update your MoneyBrilliant account automatically. When

From your Accounts Screen, select the superannuation or investment account that you wish to view. Mobile: At the top of your screen, you will see Transactions and Holdings. Click

Click on the link below to watch a short video on updating your account credentials in MoneyBrilliant Help.