Money Dashboard takes the hard work out of organising your personal finances. We connect directly into 70+ financial institutions so you can get a clear view of how, when and where you’re spending. In less than 5 minutes, we help you discover where your money goes, set a budget, start saving and plan for the future. 200,000+ people are using our app to master their money.
Here’s just some of what we have to offer:
• Balances and transactions from all of your accounts, in one place
• Connect your current, credit and savings accounts from any UK bank
• See every transaction that takes place so you know exactly where & what you’re spending
• Track your investments, pensions and cryptocurrency in real time with dedicated integrations
Automatically categorised spending
• Our machine learning system identifies the purpose of each transaction, so you don’t have to
• Everything neatly organised into charts and visuals that show the bigger picture
• Keep an eye on spending leading up to payday, from household bills to eating out
Budgets and future-proofed planning
• Create a budget plan for all the areas that matter, in seconds. We’ll take care of the rest
• Set predictions for money coming in and out to forecast your balances into the future
• See your progress over time and alter your targets to achieve your goals
Personalised insights
• Your spend report tells you how you’ve done over the last 12 months
• See your top merchants, how often you visit them and how much you’ve spent
• Timely notifications to help you stay on track
Security with peace of mind
• The app is read-only, meaning no money can be moved in or out of any of your accounts
• We’ve been operating safely for 8 years and are audited by security and data specialists
• We are authorised and regulated by the Financial Conduct Authority, reg no. 800652
*Money Dashboard connects to over 70 institutions including, but not limited to:
Amex, BoS, Barclays, Coinbase, First Direct, Halifax, HSBC, Lloyds, Marcus, Monzo, Nationwide, Natwest, RBS, Revolut, Santander, Starling Bank, Tesco, The Co-op, TSB, Smile and Virgin Money
What the Media say:
• BBC ‘Money Dashboard lets you take control through one central hub so you know what’s going on with your money.’
• The Times ‘If you struggle to keep on top of your household finances, Money Dashboard can help.’
• The Independent ‘An overall picture of your financial health is clever financial planning. Money Dashboard makes this easy.’
