Help Center

Transaction Categorisation

What is automatic categorisation?

One of the key features of the MoneyBrilliant service is automatic categorisation of the transactions on your financial accounts.  Each time we retrieve transactions for

How do I see all my uncategorised transactions?

Mobile App – You can see a list of you uncategorised transactions in your Overview Dashboard by scrolling down past Safe Spendingand Net Worth to see the Uncategorised Transactions dashboard. To see

How do I create my own category?

MoneyBrilliant has a create your own category feature that allows you to create your own sub-category within any category group (this feature is currently available on the web browser only).

How do I categorise my loan repayments?

There are several different ways that loan payment transactions can be categorised. We recommend the following approach which works well for both principal and interest