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Money Dashboard's free personal finance software links with your online banks and credit cards, showing you all of your spending in one place, helping you to understand where your money is going.
News
Jul 21st, 2010
At Money Dashboard we are constantly trying to improve our personal finance tool so that you get the most out of it; we also want to ensure that we develop it so that it meets your needs, both now and in the future.
Jul 15th, 2010
If you are one of those who has registered with Money Dashboard but not loaded your accounts then you may be interested in our new Demo Accounts. Our new Demo Accounts are an opportunity for you to try out Money Dashboard and to see the benefits of it before you start adding your own personal bank accounts.
Jul 14th, 2010
It’s been a while since we updated you with the latest changes to Money Dashboard so we thought it was about time we did.
Over the last few weeks we have made a number of incremental improvements to Money Dashboard, this has been mostly as a result of feedback from our brilliant User base.
Jun 29th, 2010
Last month, Money Dashboard has been presenting the open beta product at technology conferences in the UK and around Europe.
Secure and safe
Money Dashboard takes security and privacy very seriously and it is at the core of everything we do.
Budgeting
Plan more, worry less. It’s simple. But we’ve made it even simpler.
Budgeting is vital if you want to keep on top of your finances. If you enjoy planning and like to set a budget, then you’re already on the right road to financial security.
The Money Dashboard personal finance software tool will simply make it easier to get there.
If you’re more likely to just shove things on a credit card and worry about whether or not you can afford to be spending at a later date, then the Money Dashboard tool could help you change your wicked ways. That’s because it makes it so simple to set budgets, monitor them and adjust them if necessary, that budgeting could become your driving passion.
Setting up a budget
When you log on to your Money Dashboard for the first time we’ll ask you to tell us your monthly income. Alternatively you can ask the system to calculate it for you, based on your transactions, which will be downloaded.
We will also ask you to create a cash budget, or we can calculate it automatically from your cash withdrawals.
Finally we will ask you to set a monthly budget for each type of transaction you make. All your transactions are tagged and categorised into relevant Groups such as Household or Lifestyle expenses. That means you can decide how much you aim to spend on clothes, fuel, travel, rent, the mortgage, etc, and how much you hope to save.
Checking your budget
Your Budgeting view will then show you exactly how much you have allocated to save and spend over the month, and how much money you will have left if you stick to your plan, which could become savings too.
It includes a summary chart which shows you the budget you have set for each Group. And a table provides you with a breakdown of each type of transaction within the group, so you can see what your plan is and adjust it if necessary.
You can change all of these budgets at any point in time. So if your rent or mortgage goes up, or you need to cut back on going out, it’s simple.
Sticking to your budget
There’s no point setting a budget if you’ve no idea if you’re sticking to it or not. So we’ve made sure you can see exactly where you’re heading all of the time. Your Monthly Tracker monitors your transactions against your planned budget, so you always have a clear view of your finances and can take action if you ever hit the hard shoulder.