1. Sign up for Money Dashboard
Signing up is easy; click on the Sign up button, fill in the Sign up form and you’ll be taken straight into the application.
2. Add your accounts
When you first arrive in Money Dashboard you will be met with the Add Account wizard which will guide you through adding your accounts. Almost all UK banks, building societies and credit cards are supported, and if you’d like to see how Money Dashboard works first we’ve provided some Demo Bank accounts.
3. Tag your transactions
Money Dashboard calculates and sorts your income and spend based on which tag you label any given transaction with.
4. Examine your past. Plan your future
Use our comprehensive charts to see how your finances have performed in the past. Plan for the future using our unique Budget Planner and make sure you stay on course using our Budget Tracker.
5. Enjoy the benefits
Now your very own home accounting software is set up you can relax and enjoy the benefits of having all your important financial information on one easy-to-read screen. Compare your actual spending to your projected spending, see what’s coming up in the next week and help you plan for the month ahead.