Frequently asked questions
How does it work?
Money Dashboard allows you to link your various internet enabled bank and credit card accounts into one place, making managing your money quick and easy. Once each account is linked to Money Dashboard your transaction types will be automatically grouped and categorised into various tags, such as ‘electricity’ and ‘groceries.’ Any transactions that have not been automatically tagged for you can be tagged by you with the minimum of effort. You can even train Money Dashboard to remember your preferences. Once your transactions are tagged 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, ready to add accounts.
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 email address (and security word if you have set one up) and change your password.
I’ve also forgotten my security word, what do I do?
When you are asked for your security word you will see a link "Forgotten your security word?" below the Security word text box.
Click this to open a form and fill in your name, date of birth and a contact email address. These details are then sent to our support team who may require further checks to verify your identity before changing your security word.
How do I add my bank accounts and credit cards
When you first sign up for Money Dashboard you will be presented with an Add Account wizard which will guide you through the process. The process is relatively straightforward: choose your account provider, supply your credentials and click Link Account.
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 forums where we have a full list of error codes and what to do next.
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 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 receive or ever store your online banking credentials (username, password, etc.)
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.
We are developing relationships within the banking industry to increase transparency and understanding in this area.