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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.
Transaction Tagging
Keep tabs on where you money really goes. Then budget for the “real you”.
Transaction tagging lets you individually tag all the different things you spend your hard earned money on each month. Then you can see how much you’re spending on clothing, council tax, utility bills, eating out etc.
Why bother, you might ask? Well if you don’t know where your money is going, how are you going to stay in control and make sure you’re financially secure in the future?
How it works
The Money Dashboard personal finance software tool aims to tag all of your transactions automatically, so you can quickly see your financial picture when you log on. Occasionally the system might not be sure how best to tag one of your transactions though, so we’ve made it as easy as pie for you to tag things yourself too.
We’ve set up some standard tags for you to choose from and these are organised in a range of Groups. Here are some examples:
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Household - broadband, council tax, rent, phones, TV and utilities
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Lifestyle - clothing, drinking/eating, DIY, holidays and gadgets
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Transport - fuel, travel and maintenance
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Wealth - investments, pension contributions, mortgage payments and savings.
So whenever you find a transaction without a tag, you simply click and allocate an appropriate tag from the list. Alternatively, you can create a new tag of your own.
The beauty of the Money Dashboard tagging system is that it is very flexible and easy to use.
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Changing a tag - If you need to modify an automatic tag, you can do that via your Transaction Tagging page.
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Adding a new tag - If you want to add a new tag of your own, you can do that via your Budgeting page. So if you’re going to evening classes or paying for gym membership, you can add tags for that. Or you may want to create tags to cover all the different costs of having kids.
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Creating a new Group - You can also create a whole new group of your own via your Budget page. So, for example, if you’re getting married and want to view your spending on your wedding quite separately, you can create a specific Group.
Tagging helps you to budget
Once all your tags are in place your Money Dashboard will show you exactly what is what. So if you’ve been living life in the fast lane and overspending, all will become clear. Or if everything is under control and you’re a good saver, you can see how well your plans are progressing.
You can also export your transaction pages if you want to keep them for reference or perhaps give them to your accountant.
Most important of all, the tags help your Money Dashboard keep track of your finances on an ongoing basis and help you to set a realistic budget going forward.