The team at Money Dashboard have created this page so that you can get setup as quickly and smoothly as possible. This article will help you add your account(s) and will aim to answer common questions, explain error messages and provide you with quick fixes. We’ve also curated a collection of links to get you more information for specific issues.
D-Codes and Errors by Provider
There are 3 key categories of error.
- The D codes. These codes come up on your page when you have been unsuccessful in adding an account. To help you understand what the error could be we have created a list of D-code articles, just click here
- General Issues: Are you using the right memorable word? Is you’re account type supported? I will go through this below.
- By Specific Provider: Do you bank with HSBC, Santander, Barclays, Nationwide, Lloyds, Halifax, Bank of Scotland or First Direct. Well there are provider specific articles for you to help you out if you click here
Can’t see your provider?
So we support a lot of providers. Now although the software ninjas are quick connections take time to make. Here is a list of everyone we support here. If you have a request you can submit it there.
Do you have the right provider category?
Does your provider have multiple types of login options on Money Dashboard? You’ll see these when you select your provider when trying to connect your account. Examples of these include Personal Banking, Business Banking or Credit Cards. Just check to make sure you are on the right one for your account. Providers with Open Bank API for certain account types are supported but if you are unable to see certain accounts this is due to Open Bank API not being available yet.
Are you entering the right credentials?
Typed that memorable word correctly? Got the correct account number? This is an easy fix and our most common request to the help centre by FAR. If you can’t remember your login details you need to contact your provider, although we’d love to help we don't have access to that information.
Concurrent Sessions Error
If you are still logged in to your online banking this can cause problems connecting your account to Money Dashboard! Log out your online banking and try again.
Is your account type supported?
Right, so 5 of the big banks have moved fully over to Open Banking. What this means is that some account types (like savings) are not supported anymore. It's a pain, we know and as soon as they are available we will put them up. If you bank with the following, please follow the link below to see what account types are supported:
Everything Alright with your Provider?
If you bank with HSBC, Santander, Barclays, Nationwide, Lloyds, Halifax, Bank of Scotland or First Direct please follow this link and search for a document called provider name - Important to note and Updates. For everyone else your provider might be having an off day or some wires might have got crossed. Check that your online banking still works. If your online banking is down then you won’t be able to connect to Money Dashboard right now, but once its back up it should be plain sailing.