Money Dashboard

Open Banking: What’s it all about and what does it mean for Money Dashboard?

Open Banking is a government-backed initiative that puts you in control of your financial data, by making it easier to manage using apps like Money Dashboard. The goal of Open Banking regulations is to transfer ownership of account information from the banks, to the customer.

Money Dashboard is proudly authorised by the UK regulator to provide Account Information Services, meaning it can securely use UK bank’s APIs. This means that if you want to connect a bank account to your Money Dashboard you can do so directly with your bank. The new connections will allow you to see all your transactions more quickly and reliably with real-time updates rather than waiting for your spending to appear!

From 14th March 2020 all connections to the CMA9 will be supported via Open Banking connections. For current users of Money Dashboard please ensure you switch your connections by this date to ensure you get the best possible service.

Ready to make the switch to Open Banking?

Let's go!

What Open Banking Account connections are currently available?

The following banks now connect via an Open Banking API:

  • Bank of Scotland
  • Barclays
  • Barclaycard
  • First Direct
  • HSBC
  • Halifax
  • Lloyds
  • Nationwide
  • Natwest
  • RBS
  • Santander
  • Clydesdale
  • Starling
  • Monzo
  • TSB

If you’ve already got your accounts connected to Money Dashboard, you can switch your account to the new API connection. Simply click the “switch to Open Banking” button and follow the directions to switch over - it should take less than a minute.

If you’ve got an account you’ve not yet connected, or are a new user, all the Open Banking connections via API are available in the ‘add account’ menu. 

Got questions?

Check out our help site for more information or get in touch with the team.

Ready to make the switch to Open Banking?

Let's go!

Sean MacNicol

Engagement Manager