Features
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.
All your money in one place
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.
All your money in one place
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.
Clearly categorised transactions
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!
Clearly categorised transactions
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!
Personal alerts and insights
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.
Personal alerts and insights
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.
Always know how much you can safely spend
Our Safe Spending feature tells you how much money you can safely 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.
Always know how much you can safely spend
Our Safe Spending feature tells you how much money you can safely 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.
Know your net worth
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!
Know your net worth
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!
Earn more interest and pay less in fees
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.
Earn more interest and pay less in fees
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.
Understand your cashflow
Have a quick view of how your overall income compares to your overall expenses and your budget targets.
Understand your cashflow
Have a quick view of how your overall income compares to your overall expenses and your budget targets.
Be on top of your bills and never miss another payment
Always know which bills are coming up. We’ll remind you before they are due to avoid unnecessary fees.
Be on top of your bills and never miss another payment
Always know which bills are coming up. We’ll remind you before they are due to avoid unnecessary fees.
Save money on your bills
Our Bill Watch feature will automatically analyse your gas and electricity bills and send you suggestions for cheaper options.
Save money on your bills
Our Bill Watch feature will automatically analyse your gas and electricity bills and send you suggestions for cheaper options.
Create a budget and automatically track against it
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.
Create a budget and automatically track against it
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.
See your expenses like never before
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.
See your expenses like never before
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.
Never miss another tax deduction
Keep track of all your tax deductible expenses. We’ll even find you transactions that might be deductible based on your occupation.
Never miss another tax deduction
Keep track of all your tax deductible expenses. We’ll even find you transactions that might be deductible based on your occupation.
See how your finances compare to other people
People Like Me compares your income and expenses to other people like you based on location, occupation, age, net worth, household and income!
See how your finances compare to other people
People Like Me compares your income and expenses to other people like you based on location, occupation, age, net worth, household and income!
Set goals, model a plan and track your progress
In Save & Invest we’ll let you know if your contributions are too high for your budget or if your investments are too risky for your profile.
Set goals, model a plan and track your progress
In Save & Invest we’ll let you know if your contributions are too high for your budget or if your investments are too risky for your profile.
Get your debt under control
We will help you create a plan that will help you pay your debt sooner and save on interest and fees. We will keep track of it and alert you when you are falling behind.
Get your debt under control
Your insurance details in one place
Our Protect my Family feature allows you to keep all of your insurance details together in one place.
Your insurance details in one place
Our Protect my Family feature allows you to keep all of your insurance details together in one place.
Get ready to buy your property
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. You can start today, we’ll guide you through every step of the way!
Get ready to buy your property
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. You can start today, we’ll guide you through every step of the way!
Plan your retirement
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.
Plan your retirement
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.
Sort your affairs
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.
Sort your affairs
Join Us Now
Get started with a free account and join a growing community of people looking to live better lives by making better decisions about their money.
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