Your Weekly Financial Summary

Sam Jackson

August 7, 2013

November 13, 2018

Your Weekly Financial Summary

We're excited to introduce a new feature to Money Dashboard - your Weekly Financial Summary.

What will it show? 

Sent to Money Dashboard users every Thursday, the financial summary email gives you a great snapshot of your finances over the previous 7 days, showing you:

  • Your spending in the past 7 days: a breakdown, by category, of your spending over the last week, across all your accounts (excluding the day the email is sent)
  • Balance changes in the past 7 days: see how the balances of each of your accounts have changed over the last week
  • All of your untagged transactions

To learn a bit more about the distinction between "Spending" and "Money Out" in Money Dashboard, please read our blog on this subject.

Simply 'Log in' to turn it on

If you haven't already done so, the next time you log in to your Money Dashboard account you will see a pop up screen. This will notify you that the weekly summary email has been switched on. Please check that your email address is up-to-date.

Alternatively you can turn the email on or off at any time from your My Profile>Preferences section.

We think you will find the weekly summary email a really useful service, and if you have any questions or queries please get in touch at support@moneydashboard.com

 

Sam Jackson

Money Dashboard

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