Frequently Asked Questions
Relevant to users on:
Money Dashboard Neon and Classic
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
One of the downsides of creating Neon app on new systems is that it does require users of Classic app to create a new account in order to sign up.
While we know this is far from an ideal solution for existing users, we must consider what is different in the new application; we have a different way of budgeting, no support for non API-based institutions, a new transaction categorisation system and a new authentication system. With those factors combined, we cannot migrate user data in a meaningful way.
The feedback we’ve had so far is that some users have devoted time to setting up custom tags and tagging rules that make Money Dashboard work just how they like it. With the new app, we devoted a lot of resources into understanding what a good categorisation system looks like. We’ve designed a brand new categorisation engine that we think can cater to the largest audience and make money management as easy as possible.
We deliberately started with a basic category structure for tagging transactions using the feedback from our current app to allow us to get feedback before developing it further. We also re-balanced our category listing to split up our larger high level categories and consolidate some of the smaller ones. For example, the old Enjoyment category is now split into Food & Drink, Experiences and Holidays in our new app. Smaller categories like Insurance, Repayments and Bills now all sit in the consolidated Bills category.
The current version is only the beginning, and we are already exploring how best to implement things like custom categories and rules to cater to those users who like to get more granular with the data.
Furthermore, in Neon app - using open banking connections - we expect to be able to pull back 3 years of transaction history for most users, so the majority will retain a large proportion of their historical data. If you have transactions that are more than three years old that you would like to retain, you can export these from our website. Log in to our website, go to the Transactions screen and select the date range you want to export, then select download. This will download a spreadsheet with all of your transactions.