- Visitors can check out the Forum FAQ by clicking this link. You have to register before you can post: click the REGISTER link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. View our Forum Privacy Policy.
- Want to receive the latest contracting news and advice straight to your inbox? Sign up to the ContractorUK newsletter here. Every sign up will also be entered into a draw to WIN £100 Amazon vouchers!
Reply to: Anyone tried Money Dashboard ?
Collapse
You are not logged in or you do not have permission to access this page. This could be due to one of several reasons:
- You are not logged in. If you are already registered, fill in the form below to log in, or follow the "Sign Up" link to register a new account.
- You may not have sufficient privileges to access this page. Are you trying to edit someone else's post, access administrative features or some other privileged system?
- If you are trying to post, the administrator may have disabled your account, or it may be awaiting activation.
Logging in...
Previously on "Anyone tried Money Dashboard ?"
Collapse
-
Works well for me. The reports are improving all the time and if desperate you can download the data and analyse in excel/power bi
-
I used it for a while, but stopped as it was counting things twice as I had my buiness and personal bank accounts (both with natwest so same login) and it was skewing the transactions and making it seem like I was spending a tulip load
Leave a comment:
-
is started using MD a few years ago. Since I have a decent warchest now I care less so probably ought to delete my details.
That being said I've had no problems and they seem to simply use it to sell you products that match your profile rather than selling your data.
Leave a comment:
-
Having looked further, I think I'll stick to the XLS. I just can't bring myself to hand over access to personal financial data to some 3rd party. Money Dashboard is a "free" service, but you get nowt for free, and will pay for it somehow (data harvesting ?).
Guess I'm just too paranoid.
Leave a comment:
-
I haven't bothered with Yodlee with FA as it's not too much of an issue for me to manually upload statements.Originally posted by northernladuk View PostWhy would you be concerned about using Yodlee which is pretty established and is part of something as popular as FA amongst other things but willing to try an App most have probably never heard of?
Then I see that this Money Dashboard also uses Yodlee, and if I want to use MD fully I'm going to have to relent and start trusting Yodlee. Which maybe means I'll also try hooking it up in FA.
Leave a comment:
-
Why would you be concerned about using Yodlee which is pretty established and is part of something as popular as FA amongst other things but willing to try an App most have probably never heard of?Originally posted by Spoiler View PostI'm using a spreadsheet to track a bank account balance throughout the month, but had a look for something more automated out there and found Money Dashboard.
The Planner feature looks like what I'm after.
Anyone tried this ?
I've been concerned about using Yodlee or similar to sync account information (I don't currently use it in Free Agent), but seems it's becoming more accepted.
The app does look kind of interesting though. I don't budget down to the level it looks like it provides personally but might be worth a look at some point. I'm just concerned it's not able to handle the number of digits required, particularly on the front screen shown on the webpage. Maybe it will be ok in landscape mode though.
Leave a comment:
-
Anyone tried Money Dashboard ?
I'm using a spreadsheet to track a bank account balance throughout the month, but had a look for something more automated out there and found Money Dashboard.
The Planner feature looks like what I'm after.
Anyone tried this ?
I've been concerned about using Yodlee or similar to sync account information (I don't currently use it in Free Agent), but seems it's becoming more accepted.Tags: None
- Home
- News & Features
- First Timers
- IR35 / S660 / BN66
- Employee Benefit Trusts
- Agency Workers Regulations
- MSC Legislation
- Limited Companies
- Dividends
- Umbrella Company
- VAT / Flat Rate VAT
- Job News & Guides
- Money News & Guides
- Guide to Contracts
- Successful Contracting
- Contracting Overseas
- Contractor Calculators
- MVL
- Contractor Expenses
Advertisers
Contractor Services
CUK News
- HMRC standstill agreements extended to 72 months: why the term's doubled, and what to check before signing Yesterday 05:53
- Who owns the loans? Inside the mystery of the loan charge recall scandal Jul 30 06:20
- Umbrella company winding-up petitions in 2026: the practical guide for contractors Jul 29 05:29
- Payments on Account deadline: what contractors must do before July 31st — maybe for the final few times Jul 28 08:01
- Andy Burnham's first 100 days: five things contractors need from the new PM Jul 27 00:53
- Starmer vs Burnham on housing: What their rival plans mean for your contractor mortgage Jul 22 00:59
- Burnham's housing vision vs. Starmer's home-buying reforms: what it means for your contractor mortgage Jul 22 00:59
- In Khalil v Innovate Transport, a limited company contractor wasn’t a worker and was on £2.30 — not £230 Jul 21 07:58
- Andy Burnham is PM: 5 new IT policies set to shape UK tech and its contractors Jul 20 06:29
- Taxed on money I haven't earned yet? Bold move, HMRC Jul 17 08:36

Leave a comment: