Money Dashboard Budget Planner

I've been looking for an app that would allow me to connect to my bank account and to set budgets. This does the trick for me. I haven't had any problems as such, more questions really but the team have been excellent at responding with genuinely helpful information. Try it, if it's not for you, then try something else (if you can find any others that are free!) A big thanks to the team.

Just a couple of things missing: the ability to view mortgages and investment funds /pension. Then I'd be able to see all my money in one place. An update, since I tried to use this on my tablet... you can't use this in landscape mode and there is no real tablet functionality. A shame as otherwise its a very useful tool.

Works well and intuitive to use but the mange tags screen doesn't work my my Samsung galaxy s7 edge. Can't click on anything to change colours and logos. Essentially makes the dashboard pie chart useless

The only security this app has is to log out of the app totally. While this is sensible, pairing it with a stay logged in forever mode is unforgivable. This app needs some kind of pin or fingerprint lock. Also, it's unthinkable in 2017 that any personal finance app should lack 2 factor authentication. EDIT: This still isn't good enough. Android has a lot of OS level security APIs that this app could use and doesn't seem to be.

This app worked well for my current account, however when I tried linking my amazon credit card it proved impossible. In the app it won't open anything and online it directs you to a completely incorrect link. Once this has been updated the app would be excellent however until then I am not satisfied.

Hi is there a problem linking with Lloyd's bank, not getting any credit card transactions coming through for about 2 weeks. Have refreshed credentials. Not getting any error messages

Useful but some key flaws - the main one being you can go to a lot of effort to customise categories & budgets but most of it's features use their default settings which make them meaningless. Its incredibly frsutrating. Also if you're tracking multiple accounts it doesn't highlight which account the expenditure is from.

Tried to sign up but couldn't get past the postcode screen. It kept saying 'enter a valid postcode'. I tried all caps, no caps, space, no space. Nothing. Oh well - I was looking forward to using it, too.

Gets all your bank, credit card and other accounts linked to the one place using this app! I've used many of these types of apps, but this one is by far the best. It's really good to see all my finances in one place and where my money is being spent. Give it a try, it's free.

Refuses to work on my new phone , can't type any info in , using a different app now , this one is showing it age

This is my first attempt at a budget app and I'm enjoying it so far however the appear inability to delete my custom transaction tags is a glaring oversight. I started out trying to tag my untagged transactions that the system couldn't identify but then realised that there are sub category options which are more helpful and now my transaction breakdown is far too busy to make any sense of and now I can't change it without deleting the account and starting over.. Please, please tell me I'm wrong or that you intend to add this ability in - but judging by some of the how to guide comments from 2016, this simple feature is yet to be implemented.. I will probably use another alternative if I don't get this resolved..

Great App.. uninstalled since either you always stay logged in or you need to use a password. Once the fingerprint is added as a mean of authentication then I'll give it a try again..

5 stars, once Amazon is supported. Would be nice to be able to add customised icons for customised tags.

Cannot sign in on the app at all even though Web sign in works. Please fix

Great so far, missing a few features from the main site which would be useful.

Tried a bunch of budgeting apps and this is by far the best. Thank you!

Improved in the past 6 months.

How is this app not famous?? It syncs my account balance and lets me know EXACTLY where my money goes automatically, in a way easier and straight forward than other apps imo. Highly recommended. Suggestion to developers: allow colour customization of tags and graphs. That would make it even better!

Great app, especially the PC version. There's just two things I want, please allow us to add the Monzo card, and please let us create a 'saving pot' so we can save money for special occasions! Thank you.

The app is OK but pray that nothing goes wrong. If you have a Virgin or MBNA credit card the system seems to not sync, or at best intermittently. You cannot talk to anyone and just get vague responses via email to any issues that do not help. Am looking for an alternative system as we speak

Absolutely useless. It make some feel uneasy that I've just typed in details and nothing happens. Contacted support but got no reply.

Nationwide account no longer available. Bring this back quickly and it'll be 5 stars. If not I will have to look at competitors.

Not saying that this app was the problem, but 2 hours after signing up to it and linking my bank accounts I had some fraudulent activity happen.. But the app wasn't what I was looking for either!

this was brilliant and changed the way I was able to budget my money. I recommended it to anyone I could. but now I've not been able to connect to my bank for nearly 3 weeks and I don't know what to do. I'm not able to get any meaningful reply from customer services about when and if this will be resolved. I am so disappointed and now think I need to find an equivalent app elsewhere.

At Denson Blake Investments it is important that we get our numbers very accurate when presenting a property investment opportunity. I have been looking for a way of making my monthly cash flow statement inputting easier. This app allows me to link multiple bank accounts to its and pulling all the transactions automatically, I have been able to label them and categorise them so I can see which areas we spend money. In future when that transaction happens the rules allow it to be put in to the right heading. I am so impressed. I can set budgets and it shows on a coloured line if we are under or over. It Highlights it by percent and amount and represents this graphicly. It cab show trends in multiple accounts throughout the whole year in one chart based on regular incomes and recurring outgoings that you control. It even suggests those too!!! This app is utterly amazing even the mobile version is really handy. I have no not a bad word to say and there is not a slight niggle about any part of it. I have been trying many different apps for the past 18 days for I save money, One trees and many more. This is heads and shoulders above any other app I have tried.

Was really useful but now its very unreliable. I'm getting lots of failed connections to most of my bank accounts. I haven't been able to.sync to.one of.my account's for a couple of months.

Used to be a great app, unfortunately the update has completely ruined it. Endless bugs with dates/balances etc. etc., now useless for keeping an accurate track of your finances. Website still useful, but avoid this app.

I have two accounts. A Santander current account and a Sainsbury's bank credit card. This app failed to connect to either. Absolutely pointless.

Useless since update, I have not been able to sync my account, so the balance is always wrong. Contacted customer service 4 times, no help, just the promise of yet another update eventually!

Decent app - used to manually manage my finances in spreadsheets and statement downloads and this does it all for me now. Would be better if spend categories were auto populated like Barclaycard

Changed to 4 * as the tech support solved the (known) issue and got things working as they should, however, I'll still be deleting the app as it doesn't work for me but I can see why it could be useful.

Very user friendly and easy to use. Much better than the excel spreadsheet I used to to use!

App was great until the update, now whether my accounts sync or fail to login is rather like spinning a roulette wheel.

My month starts on the 15th I want an app that lets me set it to start on the 15th and end on the 14th of each month

used to be great app but now it takes forever to refresh transactions and fails to refresh a lot

Got app to consolidate things

No transactions show up in the app.

Brilliant - automatically categories spending from my bank account and allows me to track spending against a budget. Reason for not giving it a 5: slow lookup when tagging transactions. No ability to drill to subcategories on monthly spending

For me it still lacks the functionality of the website. I want to see expected balances over the coming weeks. I can do that on yhe website with the calendar, but not in the app. Until that's added this app is relatively pointless.

Was great until i updated to v6. Now will not link to my bank account so currently completely useless. I have contacted support through the app 2 days ago but have received no response