Frequently asked questions

We've picked out some of our most frequently asked questions so you can find the answers you are looking for faster. If your question hasn't been answered below you can check out our help site or send a message to our friendly support team.

How does it work?

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.

How do I sign up?

Simply click on the Create account button, fill in your email address, set up a password and you will be taken straight into the application.

You will also need to secure your account with some additional details in case you forget your password at a later date.

How do I log in?

Click Log In at the top of the page and use the email address and password you used to sign up.

I've forgotten my password, what do I do?

Click Log In and click “Forgotten your details?”. Then click on the "Forgotten your password?" link. You will be sent an email to your registered email address with a link back to Money Dashboard. Click on the link, supply your postcode and date of birth and change your password.

How do I add my bank accounts and credit cards?

When you first sign up for Money Dashboard you will be presented with a full list of all major UK bank account providers. Simply select your bank and we’ll guide you through what details are required to connect. You will need to know your internet banking details, so it's worthwhile digging them out if you don't have them off the top of your head!

You can add as many accounts as you wish. To add more accounts at a later date go to your ‘Manage Accounts’ screen.

What do I do if I get an error while linking to my account?

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 on support@moneydashboard.com or visit our support site and they'll put you right!

What if my bank isn't listed in Money Dashboard?

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.

I want to start using Money Dashboard, but I'm concerned about giving you my bank details

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, and services that are ISO 27001 accredited.

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.

We've also selected partners with outstanding reputations and extensive experience in security solutions, including GlobalSign (the trusted provider of Internet infrastructure services for the networked world), Yodlee (provider of money management budgeting solutions to over 150 top financial institutions worldwide) and Commissum (global provider of high quality security testing and monitoring services).

Money Dashboard does not directly store your online banking credentials (username, password, etc.) - these are passed to Yodlee, the World-leading specialist in this area, and cannot ever be retrieved by Money Dashboard. More information on Yodlee is available here.

How does Money Dashboard make money?

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.

Do you support my bank and card companies?

We support 60 bank and credit card providers, including; HSBC, Natwest, Santander, Barclays, American Express and Barclaycard to name a few.

The full list of our currently supported providers can be found here.

In our aim to provide the best personal finance software, we are always willing to add new providers to Money Dashboard. If your provider isn't listed, we want to know! Just send a quick message to support@moneydashboard.com and we'll do our best to make it happen.

Why should I trust Money Dashboard?

Looking after your finances is a big responsibility and security is at the forefront of everything we do.

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 (AIS) such as ourselves. For further information, please refer to the Financial Conduct Authority’s guidance here.

PSD2 further extends your rights by ensuring we keep your personal information private at all times. As an FCA authorised and regulated service provider (registration number 800652), we take our responsibilities extremely seriously and our services are reviewed and audited externally on a regular basis.

If you're still having any doubts about the legitimacy of our service, we hope that our extensive media coverage will be of some comfort to you.

We were also awarded Best Personal Finance App 2017 & 2018 at the British Bank Awards, based on thousands of consumer reviews left on the Smart Money People website. Read why our users placed us at the top alongside household names like First Direct, Zopa and Virgin Money here.

Really, a free service, what's the catch?

There's no catch!

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.

Money Dashboard also 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 groups of Money Dashboard users.

How is security managed?

Money Dashboard is a read-only application, which means it cannot be used for withdrawals, payments or to transfer your funds.

We use the same industry-standard security practices as many of the world’s leading banks. It’s our number 1 priority to make sure all your data is kept safe and secure.

We've invested heavily to create a secure access environment where all your information is protected using an Extended Validation security certificate with 256-bit encryption, and services that are ISO 27001 accredited.

We've also selected partners with outstanding reputations and extensive experience in security solutions, including GlobalSign (the trusted provider of Internet infrastructure services for the networked world), Yodlee (provider of money management budgeting solutions to over 150 top financial institutions worldwide) and Commissum (global provider of high quality security testing and monitoring services).

Your login details are securely stored by Yodlee, who also store the login details for 80% of North America and is trusted by over 50 million consumers. They aggregate approximately 3 trillion dollars worth of transactions every day and are audited by all major banks and regulatory institutions in the US.

Does it really take only a couple of minutes to add an account?

Yes. It's just like logging into your current online bank account.

To get started, simply Log in to your Money Dashboard account. You will be presented with a full list of all major UK bank account providers. Simply select your bank and we’ll guide you through what details are required to connect.

The process is extremely straightforward: create a

How do I get help adding an account?

If you experience an error when trying to add your accounts, please bear in mind that most errors are temporary and trying again will normally result in success.

If you continue to get error messages or would just like some general assistance you can contact our friendly support team directly at support@moneydashboard.com or visit our support site.