Introduction
Only certain types of accounts are currently provided by the banks with an open banking API. These are accounts covered by “PSD2” (legislation relating to payments accounts) which are covers any accounts that you can make payments from. For example, it is likely certain savings accounts and ISAs are not yet supported with an open banking API.
However, Money Dashboard is working closely with FCA and the providers on ensuring as many account types are available for connection as possible.
In the meantime you can use the Offline account feature to manually enter the overall balance of unsupported accounts. This can be found at the top of the list when going through the 'Connect account' process.
More information about Open Banking can be found here.
Topic Area
Bank accounts
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here