Money Dashboard updates

Stay up to date with the latest updates for Money Dashboard

Version 9.1

Version 9.1


August 22, 2018

New integrations
  • Monzo is now available to connect
  • Monzo pots are displayed under savings goals
  • Choose which dashboard widgets are displayed with the visibility toggle in the top navigation
  • You can now resize your dashboard widgets
  • The balance history widget now displays the largest incoming and outgoing transactions when the tooltip is displayed
  • The balance history widget now displays the largest incoming and outgoing transactions in the tooltip. The number of top transactions can be customised in the widget settings
  • Log in with Touch ID
  • Notifications support has now been enabled
Version 9.0

Version 9.0


July 24, 2018

New integrations
  • Starling Bank is now available to connect
New functionality
  • New savings goal account type for Starling Bank
Version 8.2

Version 8.2


May 25, 2018

New functionality
  • New calendar feature on planner
  • Accounts can now be re-ordered on the manage accounts screen
  • Accounts can now be completely hidden from accounts sidebar from individual account settings
Usability improvements
  • Budgets are easier to re-order on the budgets screen
  • Your planner preferences are remembered for the next time you log in
  • Further improvements to the design and experience
  • Updated contact support flow with easier access to help articles
  • Updated onboarding journey
  • Improved settings screen to manage your account and preferences
Performance & Bug fixes
  • CSV download now reflects account filter settings
Version 8.1

Version 8.1


March 14, 2018

Functionality improvements
  • Choose the balance line colours in your balance history widget
  • Option to include or not include offline sources in your balance history widget
  • The net balance line now takes into consideration your filtered out accounts
Usability improvements
  • Add your accounts and offline sources anywhere from the accounts sidebar
  • New colour for incoming transactions and predictions across the app to distinguish them from outgoings
  • Improved design consistency across the app
  • Transaction widget displays more of the transaction description and tag name
  • Improved UI for when you split your transactions
Performance & Bug fixes
  • Planner account summary now displays your account balances for any date in the future
  • Fix for In/Out graph date navigation
Version 8.0

Version 8.0


January 16, 2018

Functionality improvements
  • Powerful new tagging engine to categorise more of your transactions
  • Choose your preferred colour and icon for custom tags (Settings > Manage Tags page)
  • Future support for showing merchants / retailers for transactions
  • New planner widget
  • Improved dashboard design and interaction
  • Improved sidebar and menu bar for quicker loading
  • Improved mobile accessibility
  • New multi-edit UI on Transactions page
  • New 'add account' screens and flow
  • Better accessibility for 'offline accounts' e.g. cash
  • Improved budget history with more useful information
Version 7.1

Version 7.1


October 1, 2017

Functionality improvements
  • Mark an upcoming prediction as 'already paid'
  • Add existing transactions to your planner (as a new prediction)
  • Infinity scroll of upcoming predictions
  • Toggle historic predictions on / off
  • Account colours now included in account selectors
  • Visual improvements to budgets & tag selector
Version 7.0

Version 7.0


August 31, 2017

Functionality improvements
  • See where your total balance will be at any date in the future
  • Optionally link predictions to a specific account (inc. credit cards & savings)
  • Automatically add recurring weekly or monthly transactions
  • Manually add one-off or regular expenditure as predictions
  • New cleaner look for budget summaries
  • Improved UI for budget history with clickable information
  • Dedicated warning showing any duplicated tags in budgets
Performance & Bug fixes
  • Faster login, dashboard loading, and page loading
  • Minor bug fixes for pie chart & 7 day widget on dashboard
  • Transactions CSV export uses any active filters (e.g. date or tag)
Version 6.1

Version 6.1


June 27, 2017

Functionality improvements
  • Transactions now have infinity loading
  • Transactions summary in header
  • Multi-edit & Split transaction improvements
  • Delete duplicate transactions within Transactions > Multi-edit
  • New tag selector dialog with dedicated coloured icons
  • Searched Tag list shows the 'parent' category for ease of reading
  • Searching Tag selector can be navigated with keyboard
  • Improved tag selector keyboard accessibility
Performance & Bug fixes
  • Faster logging in and loading the dashboard
  • Quicker page load times on budgets, transactions & in-out
  • Rendering performances site wide
Mobile site improvements
  • New menu & accounts sidebar on smaller devices
  • Budgets calendar more accessible
Version 6.0

Version 6.0


March 26, 2017

Functionality improvements
  • Faster process for adding, editing & refreshing accounts
  • Offline sources (e.g. cash savings) now appear in accounts
  • Brand new account syncing system, front-end & server-side
  • More data loaded when adding new accounts
  • Site is fully accessible on mobile browsers
  • Notifications for account syncing
  • Feedback moved to the top menu bar
  • New clearer UI across the site
Performance & Bug fixes
  • Option to change Budget start date clearer
  • In vs Out pie-chart details shown over graph
Version 4.2

Version 4.2


December 8, 2016

Functionality improvements
  • Outgoings by tag can show top level tag spending (inc. sub-tags)
  • Outgoings by tag has "inc. credit" option
  • Pie-chart (Outgoings by group) has toggles for 2nd tag level
  • All budgets history for previous months
  • Longer budget history of 6 months displayed vertically
  • Overspent budgets go red but stick to the maximum height limit
  • New top level tag "Transfers" has its own icon & unique colour
Performance & Bug fixes
  • Cashflow has a 6 month frequency available everywhere
  • Cashflow summary information stays on screen
  • Disabling 3rd level tags is remembered (Settings > Customise Tags)
Version 4.1

Version 4.1

Tyrannosaurus Rex

November 16, 2016

Functionality improvements
  • Transactions last 7 days bug fixes
  • Transactions widget re-sorted by date
  • Widgets are easier to re-arrange and stay
  • Filters / Toggles for level 1 and 2 tags
  • Easier to use tag selector
  • Date ranges shown in budget history
  • Incoming & outgoing toggles on Transactions screen
Performance & Bug fixes
  • Improvements in page load across the app
Version 4.0

Version 4.0


October 30, 2016

Functionality improvements
  • Custom tags - create any tag you need
  • Simpler tagging structure & tag selector
  • Top level tags can be used, e.g. Bills
  • Unified tags, refunds can be tagged with spend tag
  • Net spend for tag shown in budgets and optionally spend chart
  • Global setting to show/hide level 3 tags
  • Untagged can now be tracked
  • Top level tags (inc. their sub tags) can now be tracked
  • Weekly equivalent shown for budgets
  • New budget summary widget
  • Merged Transaction & 7 day widget
  • Navigation & UI improvements
Performance & Bug fixes
  • Recurring transaction bug fixes
  • Incoming prediction bug fixes
  • Predictions > 3m bug fixes
  • Offline items and mobile web bug fixes
  • Backend performance upgrades
Version 3.1

Version 3.1


September 20, 2016

Functionality improvements
  • Support for weekly & 4 weekly time periods
  • Showing how far you are through your current budget
  • Further budget summary improvements
  • Return of the Cashflow menu
  • Calendar shows 2 months of predictions underneath
  • My Accounts visual improvements
Performance & Bug fixes
  • Bug fixes in both calendar and graph
  • Fixed for Safari web browsers
  • Backend login improvements
Version 3.0

Version 3.0


August 9, 2016

Functionality improvements
  • New clearer menu system
  • Editable "apply to similar" rules (Settings > Tagging Rules)
  • In-line updates for "my other items"
  • Custom start dates for Budgets
  • Percentages for easier viewing
  • Unified Cashflow pages
  • Quick date filters
  • Easier search / filtering
  • Older transactions more visible
  • Help guides on all screens
  • Improved untagged management
  • Better new user sign-up process
  • Further styling improvements
Performance & Bug fixes
  • Backend performance enhancements
  • Fixed for Safari web browsers
  • Backend login improvements
  • New system emails
Version 2.12

Version 2.12


June 8, 2016

Functionality improvements
  • New Budget Tracker page
  • New layout, re-arrangable trackers
  • Notices when tags are tracked in 2 budgets
  • Transaction screen can be filtered by multiple tags (using semi-colon)
  • Performance increases and faster page loads
  • Small UI and styling improvements
Version 2.11

Version 2.11


May 9, 2016

Functionality improvements
  • Auto-suggest budgets from last month's spend
  • Add single tags or categories to budgets
  • Edit budget tags quicker
  • Click through to see transactions associated with budgets
  • Transaction screen can be filtered by multiple tags (using "|")
  • New backgrounds and selector (under "Settings")
  • Add Account helper guides per bank
  • Untagged transactions count from last 3 months
  • Further styling and interface improvements
Performance & Bug fixes
  • Mobile web - refresh accounts from balance screen
  • Future planner fixes for recurring transactions
Version 2.1

Version 2.1


March 25, 2016

Functionality improvements
  • New cleaner UI with photo background
  • Transactions screen - remembers filter options after tagging
  • Better icons for easier understanding (settings, expand/contract, help)
  • Guided add account instructions and fewer steps
Performance & Bug fixes
  • Performance increases and faster page loads
  • Several Dashboard fixes (7 day spend, clicking through doughnut charts)