How does Money Dashboard work?
See exactly where your money goes
By providing you with a full breakdown of your spending, Money Dashboard gives you the true view of your finances. It will automatically generate tags on your transactions (or you can choose your own from our list of available tags), separating your outgoings into obvious groups. Once they are displayed in your monthly Money Out pie chart you’ll be able to see where you’re spending the most. It’s this information that’ll help show where you could be saving money.
See exactly what you have to spend each month
Money Dashboard combines historical spending patterns with information you give about upcoming payments. It does the sums for you then shows your personal Clear Cash figure each month on your Dashboard. It’s up to you whether you spend it or save it. But if you’re always up to date with your financial position, you’ll have the confidence to enjoy your money the way you want to.
Predicting your financial future
Money Dashboard brings your data to life by doing the hard work for you showing you how to budget money successfully. It sees patterns in your spending and will help predict where you might pay out in the future. It can project your estimated spending and income for the months ahead. And it helps you to tailor your money management goals depending on what kind of spender you are. If you know you have some big purchases coming up you can manually insert these. Then Money Dashboard can start to predict what your financial future looks like.
Easy graphs show how your spending breaks down
Using our intuitive budgeting software, viewing the key facts of your financial information is now an engaging experience thanks to Money Dashboard’s range of colourful graphs. By seeing a definitive display of Money In against Money Out, you’ll know what direction your finances are taking month by month. You can then use this information to make your financial goals more achievable.
Money Dashboard uses the same 128-bit encryption and security as your online banking. Our built-in security means your bank account numbers are kept hidden and we don’t capture or store your password. And, because this is a read-only site, no money can be moved. Ever.