8.8
Spot Score
Money Dashboard Review: Is It The Right Personal Finance Software For Your Team?
Best for SMB teams · Mid-market
GDPRMoney Dashboard offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for Money Dashboard
Money Dashboard is a personal finance software solution often utilized by finance managers in small to medium businesses and accountants handling transaction categorization. With a rating of 3.3 out of 5 from 155 reviews, it presents a mixed reception, indicating some users find it valuable while others encounter challenges.
The software excels in providing a comprehensive overview of financial accounts, which aids users in tracking and planning effectively. Additionally, its ability to categorize transactions streamlines financial analysis, making it a useful tool for detailed financial management. However, a notable limitation is its lack of support for certain bank connections, such as HL and Chase UK, which can hinder usability for some users.
Quick facts about Money Dashboard
What is Money Dashboard?
The Money Dashboard is the easy way to budget, track and analyze expenses in life. The Money Dashboard syncs wirelessly with all major banking institutions in Canada through SecureMoney, secure software. User can access account anywhere-on smart phone, online or on desktop. Record transactions using voice recognition technology to keep things simple. The Money Dashboard also includes the ability to capture photos of receipts, upload them to bank account.
Pricing
Money Dashboard offers custom pricing plan
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
GDPRData residency:🇨🇦
Platform
Web + mobile app (iOS & Android)
Installed - Mac
Money Dashboard Software Demo
Money Dashboard was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Money Dashboard
- Use cases
- Small businesses managing financial accounts, Medium businesses tracking expenses and budgeting, Personal finance management with multi-account overview
- Team types
- Finance managers in small to medium businesses, Accountants handling transaction categorization
- Company size
- 1-50 employees, 51-500 employees
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Money Dashboard
Clear overview of all financial accounts for easy tracking and planning
Effective transaction categorization streamlining financial analysis
Exporting to CSV for detailed financial data analysis
Is Money Dashboard right for you?
Best for small to medium businesses needing multi-account expense tracking.
Choose Money Dashboard if
- You require clear overview and categorization of multiple financial accounts.
- You need to export financial data easily for detailed analysis.
- You want wireless syncing with Canadian banks via SecureMoney integration.
Consider alternatives if
- Your business relies on seamless integration with unsupported banks like HL or Chase UK.
- You need advanced financial filters and breakdowns beyond basic categorization.
What buyers should know before shortlisting Money Dashboard
Money Dashboard Neon has garnered a mix of positive and critical reviews over the past 12 months, showcasing its strengths and areas for improvement. Users have lauded its ability to categorize transactions accurately and export data for further analysis, making it a valuable tool for tracking expenses.
The app's insights provide helpful information, although some users have pointed out the need for more advanced filters and breakdowns. The export to CSV feature is a standout, enabling users to conduct in-depth personal financial analysis.
However, there have been complaints about the lack of a planner feature in Neon, which was a key differentiator in the classic version. Customer support has been a concern for some users, citing delays and inaccuracies in responses.
Despite these drawbacks, Money Dashboard Neon's continuous improvements and commitment to enhancing functionality indicate promise. With a clean interface and comprehensive account aggregation, it remains a solid option for managing finances effectively in the UK.
Money Dashboard pros and cons
- Money Dashboard pros
Clear overview of all financial accounts for easy tracking and planning
Effective transaction categorization streamlining financial analysis
Exporting to CSV for detailed financial data analysis
- Money Dashboard cons
Limited bank connection support, missing some major banks like HL and Chase UK
Syncing issues with certain accounts such as RBS business and Marcus
Ready to try it?
Get started with Money Dashboard
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare Money Dashboard side-by-side with top Personal Finance Software alternatives.
What is the pricing of Money Dashboard?
Money Dashboard uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Money Dashboard reviews and ratings
Buyer sentiment
Users appreciate the transaction categorization and export features but express frustration over syncing issues and limited bank support.
What buyers like
- Transaction categorization accuracy
- Data export capabilities
- Regular interface and functionality improvements
Common complaints
- Bank syncing problems
- Complex setup and limited new version features
What users are saying
AS
Aviv Shany
12/30/21
Great for tracking transactions. Insights are good but could be better
Summary; great for my use case, which is categorising transactions and exporting to csv for further analysis. I’ve started using money dashboard a ...
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ME
Miss Emma Watkins
12/08/21
Add planner to Neon and you have an amazing tool. Without it's marginally better than the competition
I've used Money Dashboard classic for years and it's been amazing. As a lover of tech tools and working in the industry myself I was excited to see a ...
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N
NM
10/31/21
Extremely poor support
The app is pretty ok. However their support isnt. I have had problems where one of scheduled ( not future, but past) transaction shows up in ...
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BW
Brian Whittington
10/14/21
Best money management app available…
Best money management app available magnificent
PT
Paul Thomas
10/06/21
Disappointed and not for me
The inability to schedule flexible future payments (credit card payments, etc) makes future budgeting useless.
J
JM36
08/27/21
Referential Integrity issue with Custom Category seems unsolveable
Unfortunately, there are problems with the Neon version again on all platforms (Web and mobile). I seem to be suffering with a Custom Category which ...
Read more
What are the features of Money Dashboard?
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Money Dashboard security and data handling
Key compliance certifications and security features for IT and security teams evaluating Money Dashboard.
Certifications
Security features
Developer & data
Alternatives to Money Dashboard
Money Dashboard Support Options
Frequently Asked Questions About Money Dashboard
Common questions buyers ask before choosing Money Dashboard.
Money Dashboard is a Personal Finance Software. Money Dashboard offers Multi-Currency, Alerts, Reports, Payment Gateway, Bills Management and many more functionalities.
Money Dashboard is a strong fit if: You require clear overview and categorization of multiple financial accounts.; You need to export financial data easily for detailed analysis.. Consider alternatives if: Your business relies on seamless integration with unsupported banks like HL or Chase UK.; You need advanced financial filters and breakdowns beyond basic categorization..
Buyers commonly note the following limitations of Money Dashboard: Limited bank connection support, missing some major banks like HL and Chase UK; Syncing issues with certain accounts such as RBS business and Marcus; Complex setup and customization process, especially when transitioning between versions.
Some top alternatives to Money Dashboard includes Simplifi, Emma, Mint, Quicken and Actual.
Money Dashboard offers Quotation Based pricing model
The starting price is not disclosed by Money Dashboard. You can visit Money Dashboard pricing page to get the latest pricing.
Ready to try it?
Get started with Money Dashboard
Get connected with the team for a personalised demo.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].