Frequently asked questions

Money Dashboard allows you to connect to all of your online current accounts, savings accounts and credit cards in one place, making managing your money quick and easy. Once each account is linked to Money Dashboard your transactions will be automatically grouped and categorised into various tags, such as ‘electricity’ and ‘groceries.’ Any transactions that have not been tagged automatically can be tagged by you with the minimum amount of effort. Over time, Money Dashboard will learn your preferences and do most of the hard work for you. Once your transactions are tagged, Money Dashboard will become your personal financial assistant so you can enjoy the many benefits of having your accounts in one place with powerful financial tools to help you get the most from your money.

You can create an account on our web app here or by installing the mobile app from the App Store or Google Play. You will need to secure your account with some additional details in case you forget your password at a later date.

You can log in to our web app here or by installing our mobile app from the App Store or Google Play. Use the email address and password you used to sign up.

Launch the Money Dashboard app and hit the “Forgotten password” link. Enter your email address, pick a new password and we’ll send you a verification code by text to the phone number you registered with.  Once you’ve confirmed your code you’ll have the option to log in with your new chosen password.

When you first sign up for Money Dashboard you will be presented with a list of major UK bank account providers. Simply select your bank and we’ll guide you through what details are required to connect. You can add as many accounts as you wish. To add more accounts at a later date go to your ‘Accounts’ screen.

Most errors are temporary and trying again will normally result in success. However, sometimes things can go wrong - if you continue to get error messages you can contact our friendly team through our support site and they'll put you right!

In our aim to provide the best personal finance software, we are always willing to add new providers to Money Dashboard. If you can't find yours in the list, we want to know! Please send an email marked New Provider Request to support@moneydashboard.com and we'll do our best to add it to Money Dashboard.

You're bound to be a bit wary about sharing your online bank and credit card details with us, but we have plenty of assurances in place to keep your data safe at all times. Our services are reviewed and audited externally on a regular basis and we are authorised and regulated by the Financial Conduct Authority, registration number 800652. Money Dashboard has invested heavily to create a secure access environment where all your information is protected using an Extended Validation security certificate with 256-bit encryption. On 13 Jan 18, the EU’s Payment Service Directive 2 (PSD2) was implemented, which guarantees you the legal right to ask us to help you manage your money. This includes permitting you to share your online credentials with Account Information Service Providers (AISPs) such as ourselves. For further information, please refer to the Financial Conduct Authority’s guidance here.

Money Dashboard provides insight and market research services to help companies better understand trends in consumer behaviour. We identify shifts in consumer preferences using anonymised spending information from Money Dashboard users. Money Dashboard may offer suggestions for products and services like credit cards, home loan offers or insurance providers that can save you money. If you select a product based on our suggestion, Money Dashboard may receive a fee from the product provider.