Money Dashboard Budget Planner

Money Dashboard takes the hard work out of organising your personal finances. We connect directly into 70+ financial institutions so you can get a clear view of how, when and where you’re spending.

In less than 5 minutes, we help you discover where your money goes, set a budget, start saving and plan for the future. 200,000+ people are using our app to master their money.

Here’s just some of what we have to offer:

Balances and transactions from all of your accounts, in one place

• Connect your current, credit and savings accounts from any UK bank*
• See every transaction that takes place so you know exactly where & what you’re spending
• Track your investments, pensions and cryptocurrency in real time with dedicated integrations

Automatically categorised spending

• Our machine learning system identifies the purpose of each transaction, so you don’t have to
• Everything neatly organised into charts and visuals that show the bigger picture
• Keep an eye on spending leading up to payday, from household bills to eating out

Budgets and future-proofed planning

• Create a budget plan for all the areas that matter, in seconds. We’ll take care of the rest
• Set predictions for money coming in and out to forecast your balances into the future
• See your progress over time and alter your targets to achieve your goals

Personalised insights

• Your spend report tells you how you’ve done over the last 12 months
• See your top merchants, how often you visit them and how much you’ve spent
• Timely notifications to help you stay on track

Security with peace of mind

• The app is read-only, meaning no money can be moved in or out of any of your accounts
• We’ve been operating safely for 8 years and are audited by security and data specialists
• We are authorised and regulated by the Financial Conduct Authority, reg no. 800652


*Money Dashboard connects to over 70 institutions including, but not limited to:

Amex, BoS, Barclays, Coinbase, First Direct, Halifax, HSBC, Lloyds, Marcus, Monzo, Nationwide, Natwest, RBS, Revolut, Santander, Starling Bank, Tesco, The Co-op, TSB, Smile and Virgin Money

What the Media say:

BBC ‘Money Dashboard lets you take control through one central hub so you know what’s going on with your money.’

The Times ‘If you struggle to keep on top of your household finances, Money Dashboard can help.’

The Independent ‘An overall picture of your financial health is clever financial planning. Money Dashboard makes this easy.’