Money Dashboard Reviews 

167
TrustScore 2.5 out of 5

2.7

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Rated 5 out of 5 stars

Very nice projectIt's a real site.i like this.It's a great site It's a great site. I have not gotten installment previously however it looks extremely practical. I would prescribe this site to ever... See more

Rated 1 out of 5 stars

Really pains me that this site is closing down at the end of the month. Had been happily using this for many years and built up a valuable history - all of which will now be deleted. Time to start l... See more

Rated 1 out of 5 stars

I was attracted by good reviews (obviously pre-2022, I now see). The app worked fine for a short while, then I couldn't log in. Support helped on two emails, then radio silence. For two weeks. No resp... See more

Rated 5 out of 5 stars

I have used financial software for 30 years. Started off with Microsoft money and now use Bank tree. I started looking at different Apps and found Money Dashboard. Now been using for around a year... See more

Company details

  1. Business Services

Information provided by various external sources

Sign up in seconds and securely connect your accounts - We provide bank-level security to protect your data and because we're a 'read only' service your money can't be touched or moved through Money Dashboard.


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2.7

Poor

TrustScore 2.5 out of 5

167 reviews

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2.7

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(167)

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Rated 3 out of 5 stars

Old to new....

I liked using the web site over the year or so that I was a member but suddenly it failed to work. The upshot was that I was advised to wait for the new website to come online then try again. However the new site now requires your accounts to be linked. The bank details that have to be revealed are said to be secure with them - this situation is not for me and so goodbye.

March 24, 2017
Unprompted review
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Rated 5 out of 5 stars

Awesome App

Really easy to set up. No annoying ads. Great graphical and tabular insights, automatic categorisation of income and expenditure and easy to set up budget trackers.

Everyone should have this app!

January 20, 2017
Unprompted review
Rated 1 out of 5 stars

Unable to even register

I can't even register for an account, the password complexity states 8 charaters (at least one capital letter and one number) - tried various combinations following this complexity yet it won't let me register.

September 21, 2016
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Reply from Money Dashboard

Hi, so sorry to hear you are having problems registering. The most likely reason for being unable to register your email address is that this has been previously registered with us, though I appreciate this may have been during the period at which you were receiving error messages from our system.

Unfortunately without further detail on what error you received, and without knowing which email address you are attempting to sign up with we can not confirm this. We would love to help you get this sorted but this will require you to get in touch with our support team at support@moneydashboard.com. From there, we can advise what you may need to do to complete your registration with Money Dashboard.

Rated 5 out of 5 stars

Great

It's a great way to manage your finances and keep things under control. Development of the platform is ongoing and improvements are made all the time.
The one issue they suffer with is when your bank changes its logon process, which doesn't happen very often. It takes time for them to successfully integrate with it. Last time it took over a month to integrate with changes with the co-op bank. If this happens, you realise just how much time and effort this site saves you when managing your finances.

July 14, 2016
Unprompted review
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Reply from Money Dashboard

Hi Ben, I'm sorry to hear you are having problems refreshing your account and appreciate your frustration with the delay in having the new login available. Unfortunately, when a bank makes a major change to their login process it can take time for our data providers, Yodlee make the necessary updates to adapt to this. For some banks, the changes can be so radical that Yodlee are required to develop support for a completely new process and this can be even more time consuming.

Please rest assured we are always proactively working to make any login transitions as fast and smooth as possible so you have an up-to-date view of your finances. If you have not already done so, please contact our support team at support@moneydashboard.com so that we can keep you informed on progress as and when we have it.

Rated 5 out of 5 stars

Money Dashboard - The One Stop Finance App

Superb App that allows me to look at all my finances so I can keep up to date in real time about my spending patterns and gaps in income. They also offer great deals on energy suppliers which has saved me hundreds of pounds. A superb app that I can recommend highly enough.

April 7, 2016
Unprompted review
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Rated 1 out of 5 stars

Little interest in inaccurate values

Despite saying they give you the "true view" of our finances and exactly where the money is going, this is far from the experience I received. Support was very poor and simply refused to accept that the values displayed could not add up. The whole support experience was so poor, along with the knowledge of their own product, it prompted me to cancel, wondering what other problems lay under the covers, which is only made worse by the type of personal data they are processing.

January 5, 2016
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Reply from Money Dashboard

Hi Phil, I'm so sorry to hear you are not happy with the support provided. We will always strive to investigate any issue with the display of data and get to the bottom of this to ensure you really are given an accurate view of your finances. If you could please send us another email to support@moneydashboard.com we will be more than happy to investigate the problem with the data being displayed and will also establish why you have been left unsatisfied with the service given.

Rated 4 out of 5 stars

I don't know how I managed without it!

Brilliant website for planning, seeing a true balance across multiple accounts and basically where your money goes!
It even shows much you'll have on a certain future date!

I don't know how I managed without it!

p.s. Will be 5 stars when there are custom tabs and I can tab refunds against the original purchase.

October 13, 2015
Unprompted review
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Reply from Money Dashboard

Hi Warren, thanks for the review! We are currently working on a feature for consolidating refunds and expenses to improve the reporting of these in the graphs and charts. We are also looking to provide more flexibility with tags and categories based on user feedback so please stay tuned for future updates.

Rated 4 out of 5 stars

Great planning tool

I have been running MoneyDasboard for a couple of months now, interface is great once the tagging is completed, which in fairness doesn't take too long. From their the system learns what transactions are what and builds the categories for you with little further tagging required.

Increased functionality would be good with self-customisable (proper word?!) charts, but Im sure it must be on the way (MDb to comment?) and as a specific example, the ability to see more than three categories of spend on a chart.

All in all, great multi-platform tool, needs some improvement, but a great start. 4 stars but so easily could be five with some tweaks. Check out the forum for more "nice to have's".

Pete

October 2, 2015
Unprompted review
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Reply from Money Dashboard

Hi Peter, thanks for taking the time to review. We will take your suggestions on board as we continue to update the functionality.

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Rated 5 out of 5 stars

Excellent app that really does help with budgeting/planning!

I used to track all my spending on a spreadsheet which was time consuming and not mobile friendly. Now, I can see where I will be at the end of the week/month/year with my current forecast expenditure. It helped me see where I was spending too much, and those costs I ALWAYS forgot to budget for, like MOT and hairdressers! Couldn't be more delighted; no more sleepless nights worrying I have forgotten something.

September 29, 2015
Unprompted review
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Reply from Money Dashboard

This is so good to hear. Thanks Karen. Do keep giving us your feedback.

Rated 5 out of 5 stars

Life saver

Amazing website for planning where your money goes and how much you'll have on a certain future date. I don't know where I'd be without it. Used it for years.

August 18, 2015
Unprompted review
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Reply from Money Dashboard

Hi Anna! This is so great to hear, thanks so much for the review!

Rated 4 out of 5 stars

An excellent service, so long as you put the work in.

It can be a little frustrating when you start off, with dozens of unknown credit transactions to an account, but if you can stay long enough to work your way through them then it becomes a powerful tool to discovering what you're spending more money on that what you though. You do need to go through and label a lot of things, although I found applying them across similar transactions helped immensely. At the end it's very easy to keep things organized and keep track of your income and outgoings.

August 5, 2015
Unprompted review
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Reply from Money Dashboard

Thanks for the review! We love that it is helping you :-)

Rated 5 out of 5 stars

Very useful

Great site, and a good app that will no doubt just get better. Highly recommended if you want to keep all your finances in one place :-)

July 30, 2015
Unprompted review
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Reply from Money Dashboard

So good to hear this Kevin. Thanks for taking the time to review Money Dashboard!

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Rated 5 out of 5 stars

Excellent

A great way to keep track of your spending, and keep to a budget.

July 28, 2015
Unprompted review
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Reply from Money Dashboard

Thanks Libby, great to hear it is working for you.

Rated 5 out of 5 stars

Great service!

Firstly - the service is awesome. Could do with a little more customisation including custom tags, but the base functionality is there to start using it. I would do all of my money planning in here with some minor tweaks, but happy to use it for monitoring/historical data as it is.

As a IT professional, I researched the technology that underpinned this App/Website before trusting it with my bank details! The service has no way to make 'write' requests to your bank - to put it another way, it cannot 'change' anything, it can only read what has been put there by your bank. This simple principle means that it is perfectly secure! :)

June 30, 2015
Unprompted review
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Reply from Money Dashboard

Thanks very much for the review, Chris. We will take your feedback about tags on board and thank-you for reiterating how safe Money Dashboard is to use!

Rated 5 out of 5 stars

Excellent tool for budgeting

I've found Money Dashboard to be super useful for tracking my spending, especially the weekly email feature, which shows me a concise picture of my expenditures with no effort on my part. Great for lazy budgeting!

June 17, 2015
Unprompted review
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Reply from Money Dashboard

This is fantastic to hear! Thanks for your review Danielle :)

Rated 5 out of 5 stars

Lost without it

Seamless updates to my account transactions, any issues immediately tweeted a reply to. I love the dashboard and new features, transaction predictions and multiple accounts.

June 7, 2015
Unprompted review
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Reply from Money Dashboard

Emma, thanks so much for taking the time to write us this review. We love hearing how people are getting along with Money Dashboard. Keep tweeting us with any feedback :)

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Rated 5 out of 5 stars

Hesitant at first, but absolutely no reason to be!

As the title suggests, I was apprehensive to sign up and allow people access to my accounts, but in the most part, this app/site documents, archives and 'tidys' your finances allowing everything to be seen, listed or put into graphs, with clear definition - their help puts you in charge!
It's actually better than any service your bank can offer you thanks to the results being clear and concise and a multitude of options of how to view or work on a budget.

May 18, 2015
Unprompted review
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Reply from Money Dashboard

Thanks so much for leaving us this review Timothy. It's really good to hear you are enjoying using Money Dashboard!

Rated 5 out of 5 stars

Great way of understanding your spending.

Money Dashboard provides an insightful tool to help visualise your spending and saving. As a very visual person being able to see graphs of my weekly and monthly expenditure has helped me plan and budget!

April 10, 2015
Unprompted review
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Reply from Money Dashboard

Thanks Sam. So glad you're finding it useful. All the best.

Rated 5 out of 5 stars

Digestible insight into how you use your money. Safe and Secure too!

Been using this for about 4 months now. Really useful to see how I'm using my money, and where I can improve, whether by switching supplier or stopping spending so much on coffee! No issues with safety or security, and good to see that the bank's are going to be forced to share this info with us for these sorts of tools in the future!

April 7, 2015
Unprompted review

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