Frequently asked questions

How does Money Dashboard work?

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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?

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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.

How do I log in?

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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.

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

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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.

How do I add my bank accounts and credit cards?

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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.

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

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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!

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

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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

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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.

How does Money Dashboard make money?

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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?

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We support all major UK banks including; HSBC, Natwest, Santander, Barclays, American Express, Barclaycard, Monzo and Starling Bank 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.

Is Money Dashboard safe to use?

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Yes. 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 and 2020 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?

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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?

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We use the same industry-standard security practices as many of the world’s leading banks and our services are routinely inspected, tested and audited by qualified security and data specialists. It’s our number 1 priority to make sure all your data is kept safe and secure. We’ve been operating safely for 10 years and have securely imported over 300 million transactions for our users. For more information on how we keep you safe, visit our security page here.

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

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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 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 an account here to get started.

How do I get help adding an account?

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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.

Get started today with Money Dashboard

Money Dashboard will help you discover where your money is going, start saving and plan for the future - for free

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