What does it mean to be in closed testing?
This is our first release of the app to people outside of the company; this is a restricted release so only people with an invitation are able to access it.
The purpose of the test is to trial the app with a wider variety of users, devices, accounts and transaction types to ensure the app functions as expected. This testing will also allow us to get feedback on the app features early so we can get a head start on designing enhancements before we release it publicly.
As the app is still in a testing phase some instability is to be expected, so thank you in advance for your patience. Any app crashes, bugs and errors will be ironed out as quickly as possible, with the help of your feedback.
During the course of the testing we may encounter issues that require us to reset your account details, including removing your banking connections. We aim to keep this disruption to an absolute minimum and if this is required, we will communicate it to you in advance.
How can I provide feedback on the new app?
We are still in the early stages of rolling out the app, so gaining your feedback is very important. Due to the volume of testers it may be difficult to respond to everyone but we really appreciate your comments and suggestions.
Feedback can be sent directly to firstname.lastname@example.org. If you are reporting an issue, please send this via email and provide as much information as possible such as the device you’re using, time of the issue, which bank account it relates to and a screenshot where applicable.
iOS users can also send feedback directly to our development team via the app. You can open our app page in the TestFlight app and tap ‘send beta feedback.’ If you have any screenshots of the issue you’ve encountered you can include this in your feedback by tapping ‘include screenshot’.
I have an account already, can I use that with the new app?
If you have an account on our existing app you will need to create a new one to get started. The system through which we connect to your bank is now built entirely on new Open Banking APIs, meaning that many of the connections to your providers have changed to a faster, more reliable platform and that they need to be reconnected.
When you connect an account, we’ll pass you directly to a screen controlled by your bank that facilitates a secure connection through which we can pull in and categorise your transactions.
What does the new app do differently?
We’re proud of what we’ve built already, but the real advantage of launching a new app, with new underlying back-end services is that we’ll be rolling out new features and improvements much faster than ever before.
At the moment, the new app will provide you with a connection to over 40 banks - entirely through Open Banking - then pull in transactions and categorise them using our new set of spending and income categories. Our new categorisation system will be continually improved, leveraging much of the progress we’ve made with our machine learning technology.
Once you’ve connected an account and filled out a few other details, we’ll provide you with your Balance after Bills. The aim of this is to give you a simple balance through which you can understand exactly how much money you have to last you between paydays, accounting for any upcoming bills and subscriptions across all of your accounts.
In the coming weeks and months we’ll be building in a number of new features to help you budget, plan and reach your financial goals. We’re open to feedback and can’t wait for you to see what we’ve got coming up.
What does this mean for the existing Money Dashboard app (also known as Money Dashboard Classic)?
In the immediate term, your existing Money Dashboard Classic account will remain the same. We won’t be adding any new features to the existing app, but it’s important to us that we continue supporting you as normal, until you’re ready to get started on our new app.
In the next couple of months we’ll be directing any new users to sign up for the new app, but will provide plenty of advance warning and guidance before changing access for existing users.