Money Dashboard Reviews in June 2025: User Ratings, Pros & Cons

Excellent Finance Tool

I have used Money dashboard for several months. It is an excellent way to track and plan expenditure, saving many hours of trawling through bank and credit card reports.

MoneyDashboard in limbo!

After doing the usual research I chose Money Dashboard to help manage finances and family budgets.Classic: easy setup and imported historic transactions across different accounts and providers which is key for immediate insights and value. Initial categorisation was ok but there were 170 uncategorised transactions and when manually corrected the software does not apply to all the other similar entries so creates high administrative overhead.The web app is better than the IOS app as the web ...

Decent application without excesses

Decent application without excesses. The main problem for me is that it can’t see pending transactions.

Moneydashboard used to be a great app

Moneydashboard used to be a great app. Now my key accounts, Metrobank and Marcus will not connect although I can still use it for Barclaycard and HSBC. The Neon App is a major backward step, categories didn't transfer and sub categories don't even exist. I have all but stopped using it. currently looking for an alternative.

I loved Money Dashboard Classic but hate Neon

I loved Money Dashboard Classic, but I can't say the same about the new Neon version! First of all, I had to set up all my categories and budgets again, when I'd spent ages getting them exactly how they worked for me.Second, I no longer seem to be able to see how much all my budgets add up to and how much I've spent total out of my total budget? It says I have "£X" amount to spend, where "£X" is everything in my accounts, including my savings. No, I do not have all that to spend. I just ...

It’s not bad but unfortunately most of…

It’s not bad but unfortunately most of my savings are in accounts like Marcus which can’t be connected so I spend a lot of time manually updating balances

Updates

Hi,Love the App. Much better than some I have recently tried. However, it would be nice if there was:1. Split records2. Edit tags (name, colour, icon)3. Sub categories4 Overviews in Mastercard (categories)5. Have a cash record6. For some reason it lists multi entries of the same transaction(s) in D/D's? It's not poss to delete.I look forward to new updates! Soon!!Thanks,Shaun (not my actual a/c name)

Have used classic for a couple of years…no category import!?!

Have used classic for a couple of years and it's been really useful. I understand why the move to Neon has been made by the company but having spent AGES setting up and fine tuning the very important categories in classic, replicating that in Neon is probably a bridge too far. I can't believe there's no "import" function for categories and category hierarchies into Neon, seems such a simple thing to introduce(?). Also missing some key reporting and dashboard functionality and don't want to ...

Good speedy budgeting but could be much better

After just creating an account I have realised that there is a lot of functionality not available which i thought would be. Having now read previous reviews and feedback I have seen that developers are working on updates as neon is a new product, and i will wait to see what appears, would be good to have an estimated date of new functionality however. Having used You Need a Budget previously I feel i had more control of my finances but it was time consuming due to having to manually upload ...

Great Financial Assistant

Really useful tool for monitoring my income/expenses. I'm able to connect all my key spending cards and analyse my transactions in detail (or let the system do it for me)