Solution introduction

Save money, plan and achieve your goals with our free multi-award winning money app and budget planner

Money Dashboard is a personal financial assistant that shows you exactly where money goes and helps you make better decisions. Use it to connect to all your current accounts, savings accounts and credit cards from whichever institutions you bank with, all together in one secure place.

Dashboard
You'll have all the information you need to make informed financial decisions with a clear view of how, when and where you're spending your money. We categorise everything automatically and display it back to you to give you the answers with zero effort.

Accounts
We give you the bigger picture of your financial life by showing you all of your accounts in one place, no matter who you bank with. No more logging into multiple apps or complicated sums in your head - just your balances, together.

Budgets
Create your budget plan for all the areas of spending that matter to you, in seconds. You decide the budget frequency and your target spending. We categorise everything automatically and display it back to you to give you the answers with zero effort.

Planner
Take a look into your future and set yourself up for success by seeing your predicted income, expenditure and balances laid out in front of you. Instantly set predictions for money coming in and out of your accounts and see a forecast for where that leaves you at any point in the future.

Transactions
Easily view, edit and filter through all of your transactions across all your accounts in one place. Our bespoke tagging system automatically assigns helpful categories to each of your transactions so you're not left wondering where your money went after the fact. You can also create your own categories to suit your situation.

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