Welcome To Money Dashboard
Take this section as the first step to start of your finance mastery journey. It points you in the direction of how b...
Open Banking and Bank Providers with Open Bank API connection
This category has help guides on everything related to Open Banking, including which providers are available via this...
Connecting/Refreshing Bank Accounts
This category provides information on adding a new bank account/refreshing your connected bank account and everything...
Transactions, Tags and Budgets
Transactions, tagging and budgeting are at the core of what we do at Money Dahboard. Using them you can see how you s...
Balance History, Planner, Ingoing & Outgoing and Your Spend Report
Explore your past finances for a clearer future. This category of the Help Centre provides information on how you ...
Something's Gone Wrong?
Had trouble with duplicate transactions? Or don't understand why a feature isn't working? We have put together a list...
Managing your Money Dashboard Account
Need help on how to update your Money Dashboard account's details? Reset your passwords? This category covers all you...
- Welcome to your Money Dashboard Journey
- How secure is Money Dashboard?
- Member Shares - What are they?
- What is Open Banking and why is it important?
- Why should I switch to Open Banking?
- Why are my Revolut transactions missing/appearing in a wrong order?
- What account connections are available via Open Banking API?
- Barclays - Connecting Barclays Joint Accounts with Open Banking
- Service Status of Supported providers
- All other providers - Introduction to Articles
- How to switch your existing connected bank accounts to Open Banking
- Marks and Spencer (M&S) Bank - Important to Note and Updates
- Vanquis Bank - Important to Note and Updates
- Manually adding an offline account - Offline Sources
- Transactions, Tagging and Budgeting. What does it all mean?
- Introduction To Transactions
- How to Split Transactions
- Can I manually add/enter transactions? / Can I import a CSV?
- Introduction to Tags and Tagging
- Introduction to Budgets
- FAQs about Balance History
- Planner - Introduction to Articles
- Planner - What is it?
- Planner - Why should I use it?
- Managing your Planner - Editing/Deleting Predictions (Web)
- Introduction to In/Out - Incoming vs Outgoing
- Making your spend report more accurate
- Managing your Money Dashboard Notifications/Subscription
- Updating/Changing my Money Dashboard account details