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
When most banks process transactions they initially put the transaction into a pending state. Often you can see the pending transactions when you login to
You can manually change a transaction category at any time. And with our Suggested Categories feature, manually categorising your transactions has never been easier or
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
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).
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
Most of us bank using more than one bank account and it’s common to move money from one account to another to manage personal and
When you recategorise your transactions you can create category rules to apply to similar existing transactions and future transactions – saving you time. Similar transactions are