Write a review

Member Profile

Name: Oliver Pyke

Most Recent Reviews (2/2)

View All

Fabulous. All my account data automatically imported and categorised with great tools for personal financial management

I have been using money dashboard for a few years. I am a long-term developer and applaud the quality of the platform and both web and mobile user interfaces. The automatic transaction import and categorisation saves a great deal of time. I can focus on planning, monitoring and budgeting rather than tedious transaction management. The improvements at each release are always useful and relevant. Keep up the fabulous work. Reviewed on: 29th March 2018

Excellent App, Simple to Use, Invaluable for money management

I have used Money Dashboard for over a year now, and I find it incredibly useful for monitoring my spending habits and accounts as well as budgeting for the future. It integrates directly with my bank and my credit card providers and automatically updates with the latest transactions. It does this when offline, but I usually log in weekly and run a quick sync to make sure everything is up to date. I can see in a single dashboard all my account balances and spending for the last week at a glance. I can then categorise my transactions. Many of them are automatically classified as you can mark the same transaction to be auto-categorised if seen in the future. The list of actions is easily filterable, and I just go down the uncategorised payments and decide where they should go. Recently, nested, custom categorization was introduced, so you can create a custom classification scheme if need be, although the defaults cover most cases. Transactions can be marked as repeated, and will then appear in your calendar to allow future balance prediction based on monthly income and earnings. There is another screen where you can create a budget for a group of categories, i.e. Food (may include multiple groups, supermarket/eating out). You can easily monitor that you are keeping below or have exceeded your monthly budget for a set of categories. All in all, the interface is responsive, and I've never had to ask for any help in using this. It's a great product, and the developers release new features regularly. I'd recommend it to anyone who wants to manage their personal finances in the most efficient way possible. Reviewed on: 31st January 2017