Frequently asked questions
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 ‘Sign up 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.
Free Sign up
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?
Go to the ‘Log In’ screen and click on “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 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. If you continue to get error messages you can contact us or visit our support site
What if my bank isn’t listed in Money Dashboard?
In our aim to provide the best accounting software, we are always willing to add new providers to Money Dashboard so send an email marked New Provider Request to email@example.com or visit our forums where you can vote for new providers, or suggest a provider.
I want to start using Money Dashboard, but I’m concerned about giving you my bank details.
Money Dashboard has invested heavily to create a secure access environment. We have had a full external audit of our security arrangements by Security Alliance (global provider of high quality, award winning security testing and monitoring services), that provides similar services for banks and governments.
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.
My bank advises not to provide internet banking credentials to any third party.
Banks rightly encourage their internet banking customers to be careful to prevent fraud and to protect their passwords from misuse. There is a clear distinction between the misuse of passwords, and using them in a secure environment to allow you to better manage and understand your own money. The transactions are your transactions. The balances are your balances. The data managed by the bank on your behalf is your data. Money Dashboard provides a service designed to empower you to get the most out of your data, by helping you to see the true view of your financial life.
Some banks explicitly acknowledge the benefit of aggregation services, such as ours, in their Terms and Conditions and therefore directly permit aggregation. Others do not, however, this does not necessarily mean they do not want you to aggregate your accounts. Some banks, perhaps understandably, will be reluctant to endorse any external organisation unless they have undertaken rigorous checks on them. Given the international nature of aggregation, this is a near impossible task for banks.
The terms and conditions of my bank state that I should not give my details out to anyone.
Some UK banks have terms which do not make a distinction between aggregation services and misuse by providing your details through non-secure portals or to other people personally.
As a founding member of the Financial Data and Technology Association, Money Dashboard is leading the way by working with the Open Banking Working Group to make services such as ours more accessible and user friendly for the consumer.
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 groups of Money Dashboard users.
We guarantee that Money Dashboard will never share any personally identifiable data with a third party without our users' express permission.
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.