Welcome To Money Dashboard
Take this section as the first step to start your finance mastery journey. It points you in the direction of how best...
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...
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?
If the issue is related to connections to your bank accounts, please refer to the following page instead: https://he...
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?
- 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?
- Barclaycard: Balance correct but no transactions
- '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 Notifications/Subscription
- Updating/Changing my Money Dashboard account details - Email address/ Date of birth / Password