desktop – BELVEDERE

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.

EXAMPLES

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."

Emma

Job-Coach

SYSTEM REQUIREMENTS

LANGUAGES

FURTHER INFORMATIONS

This app advertises good data protection.

TUTORIALS / LEARNING MATERIAL

English

Getting started:
https://www.moneydashboard.com/getting-started

Help Center:
https://support.moneydashboard.com/hc/en-us

WHAT IS Micosoft ToDo?

To Do is a digital to-do list. With To Do, you can create task lists in a variety of different ways. You can either use predefined lists or create your own lists to keep track of things, for example if you have different areas that you want to organise. Apps for the desktop or mobile devices are available for To Do, so that you can access the list from anywhere if you have internet access. To use To Do you need a Microsoft account.

EXAMPLES

1) Collaborative working: Responsibilities can be assigned when working with others.

2) “To dos” with sub-items: To a single task, you can add sub-tasks that you have to work on.

"We use To Do because it helps to save paper. On the other hand, colleagues can work well together when several people are involved in a task, as responsibilities can be assigned and you can always see what has already been done and what is still open."

Claudia

Job-Coach