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Welcome To Money Dashboard Classic
Take this section as the first step to start your finance mastery journey. It points you in the direction of how best...
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Connecting and Refreshing your Bank Accounts
Information about Open Banking, how to set up a connection to your bank accounts, how to switch to an open banking co...
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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...
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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 ...
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Something's Gone Wrong?
If the issue is related to connections to your bank accounts, please refer to the following page instead: https://he...
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Managing your Money Dashboard Classic Account
Need help on how to update your Money Dashboard Classic account's details? Reset your passwords? This category covers...
Promoted articles
- Welcome to your Money Dashboard Classic Journey
- How secure is Money Dashboard?
- Member Shares - What are they?
- American Express: How to update my Amex account which stopped refreshing
- Unsupported and Upcoming Providers
- Switching to Open Banking - Everything you need to know
- What Open Banking connections are available & what you need to do
- What will happen to my accounts that are not yet supported on Open Banking?
- Is the change to Open Banking mandated?
- 'Unable to connect to your account' when trying to refresh my account
- Service Status of Supported providers
- My connected bank account isn't refreshing
- Manually adding an offline account - Offline Sources
- I can't see a switch to Open Banking Button
- I can see a "switch to Open Banking" button but I can't find the account on my bank's site
- Barclays - Connecting Barclays Joint Accounts with Open Banking
- How to switch your existing connected bank accounts to Open Banking
- Nationwide: Why are accounts missing transactions?
- 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
- Split transactions not working
- Managing your Money Dashboard Classic account's Notifications/Subscription
- Updating/Changing my Money Dashboard Classic account details - Email address/ Date of birth / Password