iPhone Screenshots

Description

Money Dashboard takes the hard work out of money management. We safely connect directly into 40+ financial institutions so you can get a clear view of how, when and where you’re spending. We’ve been doing this for over 10 years, so you know you can trust us.

In less than 5 minutes, we’ll show you how much you can safely spend until payday by calculating what’s left after all your upcoming bills and subscriptions.

We automatically categorise all of your transactions into helpful groups like Bills, Groceries and Holidays so you can stick to your budgeting plan and reach your financial goals.


EVERYTHING IN ONE APP

Safe and secure connections with all your banks; we give you a single view for all your financial information. Forget jumping between apps and banking websites. Connect your bank accounts, savings accounts, credit cards, pensions, and investments.


BALANCES AND TRANSACTIONS FROM ALL OF YOUR ACCOUNTS

- Connect your current account, credit cards and savings accounts from major UK banks*
- See every transaction that takes place so you know exactly where & what you’re spending
- Gain a clear picture of your financial situation by seeing all of your balances, together


SEE YOUR BALANCE AFTER BILLS

- We account for all of your upcoming payments and bills so you can see what’s safe to save or spend
- Set predictions for money coming in and out to forecast your balance into the future
- See your progress over time so you can alter your budget planner


AUTOMATICALLY CATEGORISE AND VIEW YOUR SPENDING

- We identify the purpose of each transaction, so you can implement money saving tricks into your personal budget
- Everything is neatly organised to show you the bigger picture of your personal finances
- Track spending leading up to payday, from household bills to eating out - think of it as your own personal budget calculator or financial assistant

BUDGETS TO HELP YOU STAY ON TRACK

- Set budgets that help you monitor everything from Transport to Holidays
- See the impact of your budget progress on your predicted end of month balance


MAKE PAYMENTS BETWEEN YOUR ACCOUNTS

- Securely move money between connected bank accounts.
- Avoid unnecessary bank charges and maximise interest rates by organising your money effectively
- Supported bank accounts only


SECURITY WITH PEACE OF MIND

- We’ve been operating safely for 10 years, securely connecting to over 1.3 million accounts
- Our services are routinely inspected, tested and audited by qualified security and data specialists
- We are authorised and regulated by the Financial Conduct Authority, reg no. 800652

*Money Dashboard connects to 40+ institutions including, but not limited to:

AIB (NI), Amazon, American Express (AMEX), Aqua Card, Bank of Scotland, Barclaycard, Barclays, Burton Card, Capital One, Clydesdale, Debenhams Card, Dorathy Perkins Card, Evans Card, First Direct, Fluid Card, Halifax, House of Fraser Card, HSBC, Laura Ashly Card, Lloyds, M&S, Marbles Card, MBNA, Monzo, Nationwide, Natwest, Nutmeg, Opus, Pension Bee, Revolut, Royal Bank of Scotland (RBS), Sainsburys, Santander, Starling, Tesco, Topman Card, Topshop card, TSB, TUI Credit Card, Ulster Bank, Virgin Money, Wealthify

Coming soon: Metro Bank


AWARDS

Best Personal Finance App, British Bank Awards 2020, 2018, 2017
FinTech of the Year, The Scottish Financial Technology Awards 2019
Best FinTech Collaboration, The Scotish Financial Technology Awards 2019
Best use of data science for good, fDATA Open Banking Awards 2019
Best innovation for savings journey, fDATA Open Banking Awards 2019
Most innovative new features as a force for making lives better, fDATA Open Banking Awards 2019


Get started with the Money Dashboard spending tracker and budgeting app today - it’s free!

Authorised and regulated by the Financial Conduct Authority (reg. 800652) & registered provider on openbanking.org.uk

What’s New

Version 1.4.8

Enjoy our latest update:
* Over the next few days we'll be rolling out a new weekly spending report
* When updating categories other transactions are unselected by default

Other bug fixes and performance improvements.

Got any feedback for us? Tap the 'contact support' option in the profile menu.

Ratings and Reviews

3.9 out of 5
294 Ratings

294 Ratings

Statto1927 ,

Nowhere near as good as the Classic version yet

This new version of Money Dashboard feels very much like a beta version. For me, it’s slow to refresh (taking up to a minute to refresh accounts) wherever I am and whatever wifi/network I’m using, and even then gives me wrong amounts in my accounts. Classic on the other hand is near instant, and penny accurate. Both these issues reported to Money Dashboard who tell me they’re referring these issues to developers.
Otherwise, no where near as feature rich as Classic which I still continue to use.
I’m not sure about the slick new interface either. Personally I much prefer the Classic look and feel. Neon feels hamstrung by comparison. Classic is almost forensic if used to it’s fullest extent, Neon feels like a paper statement a month in arrears by comparison.
I get that “features are being added all the time”, but surely they should be added before a full release. I just can’t get on with or recommend Neon yet.

Developer Response ,

Hello. Thanks for taking the time to send this feedback. Next week we'll be removing account refresh when you login and we'll start refreshing this in the background for you. Are there any specific Classic features you're missing on Neon?

PanAmClipper ,

Basic and unreliable

I wouldn’t trust this app to tell me the current time of day let use it to make money management decisions. Scheduled transaction prediction figure seems to change every time I log in, even if only seconds apart. Linked to a random number generator perhaps. No clue where predicted balance comes from as no transparency on how the figure is calculated so you don’t know if it has missed out anything. Seems to guess your month’s spending for next month based on past month’s credit card spending, but often this includes one-off transactions like holidays or major purchases so not a fair predictor of future regular spending, yet no way to ignore these. Auto categorisation is way off. No iPad app. Only works in portrait mode. Many accounts not supported. Clunky interface. You cannot edit either the description or add a note to make the transaction more easily identifiable. Cannot add own category tags and basic set provided doesn’t cover many types of transactions. Simplistic app doesn’t reflect complexity of most people’s finances like refunds, paying for things for other people and so on. Features from original app now removed. Not able to bring across history from previous app but have to start all over again with a new one. Crashes every time I add a new bank account. Scheduled transactions listed twice. Just useless for the purpose intended.

Developer Response ,

Hello PanAmClipper. Thanks for taking the time to write such a comprehensive review. Firstly, just to make sure you're aware, there is no obligation for existing users of Money Dashboard to move over to Neon. So if there are features on our Classic version that you are missing, you can continue to use it. Neon is a work in progress and we have it on our roadmap to add a lot of the functionality you mention; first up is custom categories being released this week. If you do intend on continuing to use Neon, please bear with us as we deliver new features every week. Thanks

AJR257 ,

I like this app better than several others . . .

I have used several different aggregation apps in the past but find Money Dashboard easier to use and simple to connect accounts with.
I first started with Classic but have moved to Neon, their new app which is under constant review and development. There may de a couple of things that you could do in ‘classic’ that aren’t yet available in Neon but I’m sure they will come or be bettered.
I understand that Neon is on a newer platform so it will only get better in my view. If you aren’t ready continue with Classic but I ran both side by side for a while . . . But now just use Neon.
I am nothing to do with the company but I will sing there praises on customer support and feedback, willing to engage to understand what the users want and help if you need it too. I did on setting up one account and it was resolved within hours.
Stick with it and be positive as negative feedback only harms what has the potential of being really really a great app.

Information

Provider
The One Place Capital Ltd
Size
28.5 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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