We are excited to have you join our growing community here at Money Dashboard. You probably already know a bit about some of our great features but we thought it might be nice to suggest where you might like to get started. In the Help Centre you can find everything from help adding your account to how to split a transaction.
- Welcome to Money Dashboard
- Everything for Accounts Connected Through Open Banking (Click here for explanation)
- Bank Accounts not connected through Open Banking
- Transactions, Tagging and Budgeting
- Balance History, Planner, Incoming & Outgoing
- Something's Gone Wrong
- Managing your Money Dashboard Account
Is my bank account connected through Open Banking or credential sharing?
That my friends is the million dollar question. The good news is that it is a very easy to answer the million dollar question. So we need to know if your provider AND account type are able to migrate to open banking.
For Adding a New Account
First Thing to Do
Go to this list for all providers connecting certain types of accounts through Open Banking.
If you see your Provider:
Then your provider supports open banking (In some format). The next step is to look for your providers introduction article here. This will tell you whether your account type (Credit card/current account) is supported.
If you don't see your Providers Name:
Your provider does not currently support Open Banking and you are connected through our provider Yodlee. Some providers have introduction articles. You can see those here. If you can't see your provider then don't worry we have the general help articles here