MoneyBrilliant provides the tools to help you make better decisions about your money. It is like a personal financial assistant that never stops working for you – you’re the boss but we’ve got your back.
We connect to almost 500 financial institutions with the security of our partner Yodlee – a global leader in banking technology. You’re also able to create and track accounts manually if that’s what you prefer.
We connect to almost 500 financial institutions with the security of our partner Yodlee – a global leader in banking technology. You’re also able to create and track accounts manually if that’s what you prefer.
We automatically categorise your transactions and use Artificial Intelligence to learn from you and personalise the process. See all the transactions from all your accounts and institutions together. Filter, tag, re-categorise and more!
We automatically categorise your transactions and use Artificial Intelligence to learn from you and personalise the process. See all the transactions from all your accounts and institutions together. Filter, tag, re-categorise and more!
Take the stress out of managing your money by getting personal alerts on what matters to you – upcoming bills, low account balances, cashflow warnings, withdrawals, fees charged, you name it! We’ll also watch out for news and stories that may affect your finances.
Take the stress out of managing your money by getting personal alerts on what matters to you – upcoming bills, low account balances, cashflow warnings, withdrawals, fees charged, you name it! We’ll also watch out for news and stories that may affect your finances.
Our Safe Spending feature tells you how much money you can spend today and meet all your commitments for the rest of the month. It also makes sure you have enough money set aside for future commitments.
Our Safe Spending feature tells you how much money you can spend today and meet all your commitments for the rest of the month. It also makes sure you have enough money set aside for future commitments.
See all your assets and liabilities in one place, including all of your bank accounts, superannuation, investments, properties, vehicles, cash, credit cards, loans, mortgages and more!
See all your assets and liabilities in one place, including all of your bank accounts, superannuation, investments, properties, vehicles, cash, credit cards, loans, mortgages and more!
Our Optimise my Banking feature will constantly analyse your financial products and show you alternatives to earn more interest or save money on fees and charges.
Our Optimise my Banking feature will constantly analyse your financial products and show you alternatives to earn more interest or save money on fees and charges.
Have a quick view of how your overall income compares to your overall expenses and your budget targets.
Have a quick view of how your overall income compares to your overall expenses and your budget targets.
Always know which bills are coming up. We’ll remind you before they are due to avoid unnecessary fees.
Always know which bills are coming up. We’ll remind you before they are due to avoid unnecessary fees.
Our Bill Watch feature will automatically analyse your gas and electricity bills and send you suggestions for cheaper options.
Our Bill Watch feature will automatically analyse your gas and electricity bills and send you suggestions for cheaper options.
Decide where your money is going. Our flexible budget is super easy to setup and track. We even suggest targets based on your previous transactions.
Decide where your money is going. Our flexible budget is super easy to setup and track. We even suggest targets based on your previous transactions.
Our beautiful Spending Report charts give you a clear picture of how you’re spending your money. View your expenses broken down into basic categories and spot spending trends.
Our beautiful Spending Report charts give you a clear picture of how you’re spending your money. View your expenses broken down into basic categories and spot spending trends.
Keep track of all your tax deductible expenses. We’ll even find you transactions that might be deductible based on your occupation.
Keep track of all your tax deductible expenses. We’ll even find you transactions that might be deductible based on your occupation.
People Like Me compares your income and expenses to other people like you based on location, occupation, age, net worth, household and income!
People Like Me compares your income and expenses to other people like you based on location, occupation, age, net worth, household and income!
In Save & Invest we’ll let you know if your contributions are above your budget.
In Save & Invest we’ll let you know if your contributions are above your budget.
Create a plan that will help you pay your debt sooner and save on interest and fees. Keep track and receive alerts when you are falling behind.
Our Protect my Family feature allows you to keep all of your insurance details together in one place.
Our Protect my Family feature allows you to keep all of your insurance details together in one place.
Buying a property is one of Australians’ biggest dreams, and we’ll help you achieve it! Our Own my Own Home feature will estimate the total cost of your purchase, find out if you can get any grants and concessions, help you save enough money for a deposit and become the perfect candidate for a home loan.
Buying a property is one of Australians’ biggest dreams, and we’ll help you achieve it! Our Own my Own Home feature will estimate the total cost of your purchase, find out if you can get any grants and concessions, help you save enough money for a deposit and become the perfect candidate for a home loan.
Planning for retirement can be hard, but it doesn’t have to be! Our Plan for Retirement tool will help you create a plan to achieve your retirement goals.
Planning for retirement can be hard, but it doesn’t have to be! Our Plan for Retirement tool will help you create a plan to achieve your retirement goals.
Creating a Will used to be difficult and expensive, but we’ve made it easy.
You can create a Will for you and your Partner using personal information and information about your assets already in the MoneyBrilliant app.
We’ll remind you to review it each year and let you know when you make changes in the MoneyBrilliant app that might require an update to your Will.
Customers on MoneyBrilliant Plus Annual and Partner Plans can make as many edits and updates as they like.
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