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  1. Money Dashboard Classic
  2. Balance History, Planner, Ingoing & Outgoing and Your Spend Report

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 can make use of the features within Money Dashboard to learn about your spending trends and gain more control over your finance. On the Money Dashboard full desktop version, we have the following features to help you explore your past to plan ahead better: Balance History, Planner, Incoming & Outgoing. At this stage, the mobile application on both iOS and Android lets you quickly and conveniently access certain features, hence, we only have the Planner feature included. However, the Spend Report feature within iOS and Android is another feature to help you get going in managing your finances better. 

Balance History

  • FAQs about Balance History
  • Balance History (Desktop web version)

Planner

  • Planner - Introduction to Articles
  • Planner - What is it?
  • Planner - Why should I use it?
  • Managing your Planner - Editing/Deleting Predictions (Web)
  • Using Planner on Desktop (Web)
  • Understanding the functions in Planner (Web)
See all 9 articles

In and Out

  • Introduction to In/Out - Incoming vs Outgoing
  • Using In/Out on Desktop web version
  • Using In/Out on Mobile (iOS/Android)

Your Spend Report

  • Making your spend report more accurate
  • Your Spend Report (Mobile Application)
  • Dig into the details of your spend report!
Money Dashboard Classic