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See finance software review
See finance software review









see finance software review
  1. SEE FINANCE SOFTWARE REVIEW HOW TO
  2. SEE FINANCE SOFTWARE REVIEW MANUAL

Balance notifications - get notified if your account balance is low and you still have outstanding bills.

SEE FINANCE SOFTWARE REVIEW MANUAL

  • Create an offline account - budget using a manual account if you are unable to connect to a specific investment or bank account.
  • Spending history - keep track of your spending and how it has changed over time.
  • Custom categories - personalise your spending categories.
  • Categorise your spending - track and categorise your transactions across your accounts.
  • Connect your bank accounts - connect all of your accounts to see all of your money in one place.
  • It has none of the gimmicks or distractions associated with some of its rivals (in particular Emma app) and so it is no surprise that it has been voted the best personal finance app at the British Bank awards multiple times. That said, Money Dashboard Neon benefits from a simplified menu system and uncomplicated design. It provided a customisable set of tools that allowed users to dissect their finances in granular detail, some of which are missing from the stripped-down Money Dashboard Neon app. One of the stand out features from the original Money Dashboard app when we reviewed it back in 2019 was the dashboard itself. The original Money Dashboard app has since been renamed Money Dashboard 'classic' and remains a legacy product reserved for customers who created an account prior to July 2020 only. The result is Money Dashboard Neon, a new 'mobile-first' app, built from the ground up and able to handle the fast-paced environment of personal finance. Money Dashboard also took the opportunity to make a technology overhaul. Money Dashboard has since made the switch to API integration and in fact, championed its introduction from the start. Secondly, they used secure API's in order to connect to the banks (via open banking), rather than using a process known as 'screen-scraping', which required users to hand over their online login details to a third-party provider. Firstly, they were built 'mobile-first', a huge advantage in a world that is dominated by the use of smartphones. The introduction of open banking in 2018 and advances in the mobile app industry saw a surge of rivals enter the personal finance management space which had two main advantages over Money Dashboard. In 2022 The ClearScore Group acquired Money Dashboard with the view of building on ClearScore's position in the open banking market. Launched in 2010, a time when open banking didn't exist, Money Dashboard helped its users to understand their finances, adding more and more features and eventually a mobile app. In the world of personal finance management, Money Dashboard could be considered as something of a pioneer.

    SEE FINANCE SOFTWARE REVIEW HOW TO

    In this independent review, we look at how Money Dashboard works, how to set up an account with Money Dashboard and how safe it is. Founded in Edinburgh in 2010, it now boasts over 600,000 registered users. Money Dashboard is a personal finance and budgeting tool, available on desktop and smartphone.











    See finance software review