WHAT IS MONEY DASHBOARD?
Voted the Best Personal Finance App four times since 2017, Money Dashboard is a personal fiance and budgeting tool, available on desktop and smartphone app. With a simple, clutter-free design, Money Dashboard is a go-to tool for helping to manage the finances of your clients.
1) Assisting clients in managing their finances.
2) Setting a budget for clients, with the tool allowing for spending to be categorised for ease of use.
"Money Dashboard is the best banking aggregator/personal spend management app on the UK market. I've used various different apps and Money Dashboard (both Classic & Neon) are by the far the most intelligent for categorising transactions and show the most useful information for actually managing your spend. The best part about the app (on both web and phone) is that they are not trying to sell you financial products or other services, and are instead just focusing on providing a solid money management experience."
This app advertises good data protection.
TUTORIALS / LEARNING MATERIAL